The jobs report that came out today and the jobless claims report that came out yesterday both support my baseline view that the rollover in US GDP gro…
Edward Harrison
Real quick here The latest week's initial unemployment claims figures came out today. And they show claims have plummeted from their highest levels thr…
Edward Harrison
The new normal We are in the middle of a grand social experiment. That's the overriding thought I had this morning as I looked out my bathroom window o…
Edward Harrison
I think the title of this post lays out exactly what I intend to cover. It's all about the US economy and its vulnerability to a double dip recession d…
Edward Harrison
The news flow is eliciting five themes for me right now. And I will dive into them briefly below. They are gold, the US dollar and rates, Europe, Covid…
Edward Harrison
Different parts of the global economy are in very different places right now. And the sense I am getting is that this will have meaning only over the m…
Edward Harrison
I am writing this initial part just after 8AM EDT while I await the jobless claims. I told you on Monday I expect a big number = larger than most. And …
Edward Harrison
I did a quick experiment with US initial jobless claims for my colleagues at Real Vision for today's Daily Briefing. And because the results were so in…
Edward Harrison
The news flow this weekend was not particularly uplifting either here in the US or in Europe. Overall, the composite I get is one that dovetails with t…
Edward Harrison
Framing the economic path This is just a quick update on how I am thinking about the US economy. I am going to put this outside the paywall for once in…
Edward Harrison
This is my first time posting in a week. There was a combination of factors that kept me away from the newsletter like pressing work at Real Vision and…
Edward Harrison
As I write this, I am waiting for the latest jobless claims data out of the US to be released. But, irrespective of what the data show, unfortunately w…
Edward Harrison