I want to take stock of the economic landscape in the US now that the Thanksgiving holiday is past. There are three decisive variables in my view. The …
Edward Harrison
The US is moving quickly toward a double dip recession despite the prospect of vaccines being administered as soon as next month. The question is not w…
Edward Harrison
Lockdowns are very destructive for growth. We know that from the record-setting declines in GDP from the first global lockdowns back in the Spring. And…
Edward Harrison
The incoming data in the US make clear that the US is now also in jeopardy of recording a double dip recession because of the latest Covid-19 wave, jus…
Edward Harrison
I have been trying to find a coherent thread to write about on what's happening in the economy and in financial markets. But it's been challenging. Yes…
Edward Harrison
In the last post, I linked to the wrong video at Real Vision. The one I linked to was about Europe's shutdowns and a worsening Covid-19 pandemic. I wan…
Edward Harrison
Today's ADP jobs report makes plain that the US economy's V-shaped recovery is moving toward the reverse radical section of the upturn. The question is…
Edward Harrison
Quick weekend post because of the news flow I am moving to double dip as my base case for the global economy because of the lockdowns rippling across W…
Edward Harrison
I want to run something by you I haven't thought through 100%. It's on the coronavirus where I am by no means an expert. But it's troubling me and putt…
Edward Harrison
Before I get into the markets, let me point out two nice data points released this morning. The data The first is Q3 GDP for the US, which came in at 3…
Edward Harrison
It ain't over until the fat lady sings. That's what they say, isn't it? Well, apparently this is also true about my September/October economic pivot ca…
Edward Harrison
I want to take the most macro view possible today. We have a major US election upon us. And we are also experiencing significant increases in Covid-19 …
Edward Harrison