The eye of this economic and healthcare storm has passed over us and we are just now getting hit with the backside of the storm. And so, as I await the…
Edward Harrison
The phase of Knightian Uncertainty ends soon I am going to keep it brief today because the sense I have had for the last few days is that we have final…
Edward Harrison
As I await the US jobless claims numbers this morning, I am thinking about the international news broadcasts I listened to overnight. I think it's time…
Edward Harrison
My British colleague Roger, now in lockdown in the UK, is the one who came up with the title phrase. He said, from an economic, policy and market stand…
Edward Harrison
How many people will die because lockdowns are lifted prematurely? That's the first question going through my head as I think about the logic of yester…
Edward Harrison
Just after I hit go on the last post, we got a bombshell announcement from the Federal Reserve. And I've responded in real-time on Twitter. So, let me …
Edward Harrison
It's increasingly clear that the coronavirus pandemic is going to cause a deep recession. And as retail investors understand the gravity of the situati…
Edward Harrison
I want to present two sides of the argument that equities are putting in a bottom. I think there's no doubt that equities are trying to put in a bottom…
Edward Harrison
Years ago, during the Great Financial Crisis and the European Sovereign Debt Crisis. I used to do a daily news round-up with links to some of the day's…
Edward Harrison
We saw a glimpse of it in the data last week for the first time, but the crushing impact of the coronavirus is now here. And the damage it is about to …
Edward Harrison
In yesterday's newsletter I claimed that we are now in a financial crisis. That's because, for me, yesterday was the first day during the present marke…
Edward Harrison
The awesome scale and scope of the coronavirus pandemic is now becoming clear as countries around the world enter lockdown and quarantine. And financia…
Edward Harrison