Edward Harrison

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Bank Earnings Clear Path for Record Highs in US Stocks

Bank Earnings Clear Path for Record Highs in US Stocks

The US economy remains on firm footing even if slowing. That’s enough to push stocks to new record highs.

April 15, 2026

April 15, 2026

Bank Earnings Clear Path for Record Highs in US Stocks

The US economy remains on firm footing even if slowing. That’s enough to push stocks to new record highs.

Bank Earnings Clear Path for Record Highs in US Stocks

April 9, 2026

April 9, 2026

US Stocks Are No Bargain Even After Pullback

While inflation and recession are less of a risk, US equities rely on an ever-expanding economy to keep rallying

The S&P 500 Is Expensive | The PE ratio is high in a post-GFC context

April 1, 2026

April 1, 2026

Markets Are Right to Worry About Growth

The overhang of a potentially enduring oil shock tempers the optimism, as the probability of that outcome has increased.

Japan Starts Releasing National Oil Reserves

March 25, 2026

March 25, 2026

Markets Bracing for War Shock Are Ignoring Resilient US Economy

Even as bond yields climb, big tech earnings are still growing and AI spending shows little sign of slowing.

Traders At The New York Stock Exchange As Stocks And Bonds Slide Globally As Oil Tops $100

March 18, 2026

March 18, 2026

Banks’ Hidden Ties to Private Credit Are About to Be Tested

Regional banks’ increased ties to private lending could expose the vulnerability of the broader financial system.

Jefferies Exposure To Alleged Frauds Drags Credit Rigor To Court

March 11, 2026

March 11, 2026

The Hidden Driver Behind Crisis Hedges

Choosing an effective hedge depends on understanding the nature of the shock — particularly how it reshapes inflation expectations.

Gas Stations in New Jersey

March 4, 2026

March 4, 2026

Private Credit’s Fault Lines Risk Deepening

The Iran war may not last long enough to hurt the broader economy but it could be enough to expose weaknesses in an industry that’s already vulnerable.

Blue Owl BDC Plows Ahead On $400 Million Debt Sale For Tech Fund

February 25, 2026

February 25, 2026

AI’s Beneficial Disruption: Lower Costs, Lower Inflation

AI is not a doomsday device. It’s a boon for the stocks of firms with high barriers to entry due to large capital investment. Eventually, as inflation comes down, bonds will benefit too.

Google Campus Ahead Of Alphabet Earnings Figures

February 18, 2026

February 18, 2026

Bond Investors Are Settling for Too Little

Bond investors simply aren’t paid enough for the brewing credit trouble and inflation risk they’re taking.

Treasury Returns Are Lower Than the Historical Average | The after-inflation yield is only 1 1/4%

February 11, 2026

February 11, 2026

Big Tech Is Now Big on Debt and That Changes Everything

The binge puts in doubt the asset-light business model that has garnered rich valuations for US stocks.

Google Campus Ahead Of Alphabet Earnings Figures

February 4, 2026

February 4, 2026

The AI Frenzy Is Cooling. Watch These Signals

The stock market rally is masking signs that the AI-driven investment cycle may be closer to its end.

Returns on Even Big AI Stocks Are Flagging | The share losses point to waning AI investor enthusiasm

January 28, 2026

January 28, 2026

Is ‘Sell America’ Real? Follow the Money, Not the Hype

Don’t believe the hype of the ‘Sell America’ narrative. But at the margin, a shift is happening that could leave US equities weakened against their global peers..

The US Dollar Stabilized Halfway Through 2025 | Only recently has US dollar selling resumed

January 21, 2026

January 21, 2026

Could Bond Market Calm Fuel a Minsky Moment for Private Markets?

Risk-taking is aided by the calmest markets in decades, raising questions about how prepared investors are for the next credit crunch.

Day Two Of World Economic Forum (WEF) 2026

January 14, 2026

January 14, 2026

Investing Isn’t a Morality Play. But Trump’s Actions Will Hurt

Trump Pushes Powell On Interest Rates During Tour Of Fed

January 7, 2026

January 7, 2026

Venezuela Turbocharges the Commodities Bull Market

Oil Prices Plunged in 2025 | Concerns of a supply glut were everywhere

December 31, 2025

December 31, 2025

Everyone’s Watching Stocks. The Real Bubble Is AI Debt.

Oaktree Co-Chair Howard Marks Interview

December 17, 2025

December 17, 2025

A Blurry Macro Picture Could Clear Up in 2026. Markets Beware

Baron Capital Rings Opening Bell At The New York Stock Exchange

December 10, 2025

December 10, 2025

Central Banks Are Hoarding Gold for a Reason

Customers at ABC Bullion Store

December 3, 2025

December 3, 2025

Trump May Get the Rate Cuts He Wants — But Not Cheaper Mortgages

The Federal Reserve Cut in 2024 | Long-term yields increased in tow

November 26, 2025

November 26, 2025

Rolling Recession Won’t Stop All-Time Stock Market Highs

Inside A Target Store Ahead Of Black Friday