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Edward Harrison

@edwardnh

Macro Strategist at Bloomberg. Ex-diplomat, ex-tech exec, ex-banker. Author of The Everything Risk newsletter. https://www.bloomberg.com/authors/AVSVN7p8ryM/edward-harrison

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Latest posts by Edward Harrison @edwardnh

Cuba is next on Trump’s list of regime change.

06.03.2026 12:02 πŸ‘ 4 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
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> @javierblas.bsky.social @bloomberg.com

06.03.2026 11:40 πŸ‘ 577 πŸ” 212 πŸ’¬ 46 πŸ“Œ 9
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β€˜We’re in it’: Democrats won’t rule out giving Trump more money for Middle East war Democrats will have to balance a desire to criticize Trump’s offensive in Iran with pressure to support funding to defend the nation now at war.

β€œSome Democrats aren’t ruling out voting for a multibillion-dollar military infusion”
www.politico.com/news/2026/03...

06.03.2026 03:20 πŸ‘ 4 πŸ” 1 πŸ’¬ 2 πŸ“Œ 1

The money quote: "With these numbers and with the SpaceX and xAI combination happening almost concurrently with the expected IPO, investors must make comic-book heroic assumptions about sustained hypergrowth to justify a $1.75tn market cap."

05.03.2026 16:37 πŸ‘ 7 πŸ” 4 πŸ’¬ 0 πŸ“Œ 0

SpaceX: "Prospective IPO investors would be expected to back a valuationΒ more than seven times higher" than in October 2024.

And people say financial conditions require more easing?

05.03.2026 16:26 πŸ‘ 8 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0
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SpaceX: the final frontier of IPOs Can Elon Musk’s moonshot deliver the mooted $1.75tn valuation?

They're valuing this at $1.75 trillion:
"Last year, SpaceX generated an impressive $8bn in Ebitda on $16bn in revenue. However, …xAI, …despite revenues of only $210mn [had] a cash burn of $9.5bn for the first nine months of 2025.Β "
www.ft.com/content/5bf1...

05.03.2026 16:24 πŸ‘ 12 πŸ” 6 πŸ’¬ 3 πŸ“Œ 4
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New Electric BMW 3 Series Debuts This Month with Big Power The new i3 will be revealed on March 18.

The new BMW iX3's "800-volt architecture delivers 500 miles from a single charge and enables charging speeds of up to 400kW."

That should go a long way toward eliminating range anxiety
www.autoblog.com/news/teaser-...

05.03.2026 13:59 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
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1/3: Here's what wild about gas prices right now. The past two days have seen the largest increase in gas prices ($0.22/gallon) since 2005, making it one of the fastest increases ever. What's suprising about this is not only the magnitude, but the speed of the passthrough.

04.03.2026 17:08 πŸ‘ 388 πŸ” 147 πŸ’¬ 31 πŸ“Œ 31

This sounds like what a teenage boy playing Fortnite would say.

04.03.2026 18:23 πŸ‘ 1125 πŸ” 167 πŸ’¬ 84 πŸ“Œ 8

And Trump will be asking for taxpayer money to directly fund this war too bsky.app/profile/carl...

04.03.2026 15:56 πŸ‘ 1 πŸ” 0 πŸ’¬ 2 πŸ“Œ 0

Sounds like we're being prepared to anticipate a longer war with boots on the ground

04.03.2026 15:54 πŸ‘ 6 πŸ” 3 πŸ’¬ 1 πŸ“Œ 1
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Pedro SΓ‘nchez calls US-Israeli war in Iran a β€˜disaster’ amid spat with Trump US president issues trade threat as Spanish PM likens conflict to Russia’s invasion of Ukraine and Israel’s assault on Gaza

Spain on the war in Iran: β€œWe are against this disaster because we understand that governments are here to improve people’s lives, to provide solutions to problems, not to make people’s lives worse”
www.ft.com/content/69e5...

04.03.2026 15:37 πŸ‘ 8 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0
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Bessent Says Trump’s Tariff Hike to 15% Likely This Week Treasury Secretary Scott Bessent said that President Donald Trump’s plan to increase a 10% universal tariff up to 15% will likely be done this week.

Bessent Says Trump’s Tariff Hike to 15% Likely This Week www.bloomberg.com/news/article...

Trump really doesn't care at all about inflation

04.03.2026 14:36 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
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Gas Prices Surge 11 Cents in One Night Across the U.S. Sharply rising gas prices could increase demand for smaller cars, hybrids, and EVs.

Gas Prices Surge 11 Cents in One Night Across the U.S. www.autoblog.com/news/gas-pri...

04.03.2026 14:10 πŸ‘ 5 πŸ” 3 πŸ’¬ 0 πŸ“Œ 1
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And there it is …

04.03.2026 01:04 πŸ‘ 7423 πŸ” 2715 πŸ’¬ 1124 πŸ“Œ 366
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Trump helps MAGA influencers flee Middle East war zone on private jet Trump adviser Alex Bruesewitz, dogwalker Sarah Daither, former lobbyist Jay Footlik, and others managed to escape on a private plane thanks to the White House.

White House helps MAGA influencers including famous dog walker flee Middle East war zone on private jet www.dailymail.co.uk/news/article...

04.03.2026 01:41 πŸ‘ 23 πŸ” 11 πŸ’¬ 3 πŸ“Œ 5
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People dig graves for children killed in a strike on a primary school in Iran

03.03.2026 23:44 πŸ‘ 5 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0
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after absolutely eviscerating Kristi Noem and calling for her resignation, Tillis is applauded. He thens threatens to hold up nominees if she doesn't stop stonewalling him. My God.

03.03.2026 17:55 πŸ‘ 24774 πŸ” 6083 πŸ’¬ 1100 πŸ“Œ 759

Trump now doesn’t even remember where his own father was born.

03.03.2026 18:03 πŸ‘ 10 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Donald Trump makes the explicit case in favor of fighting β€˜forever wars’

03.03.2026 17:55 πŸ‘ 91 πŸ” 31 πŸ’¬ 5 πŸ“Œ 5

Betting for a nuclear weapon detonating by mid year is at 17%

03.03.2026 17:50 πŸ‘ 18 πŸ” 3 πŸ’¬ 1 πŸ“Œ 4
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Trump Threatens to Cut Off Trade After Spain Denies Air Base Use US President Donald Trump directed Treasury Secretary Scott Bessent to β€œcut off all trade with Spain” after the country denied access to its military bases for his bombing campaign against Iran.

Trump threatens to cut off trade after Spain denies air base use

www.bloomberg.com/news/article...

03.03.2026 17:38 πŸ‘ 8 πŸ” 3 πŸ’¬ 1 πŸ“Œ 0

"Pollsters have long observed that people don’t always accurately report how they voted when they are dissatisfied with the candidate’s performance, a pattern called β€œrecall bias.”"

03.03.2026 15:11 πŸ‘ 4 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
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Trump Voters Are So Embarrassed They Deny Voting for Him Supporters who now disapprove of him are far more likely to deny having voted for him in 2024.

"about 6 percent [of Trump voters] now deny ever having voted for Trump despite reporting they did so in 2024.

Among those voters, 2.7 percent falsely claim they voted for Democrat Kamala Harris, while 3.3 percent say they voted for neither Trump nor Harris."
www.thedailybeast.com/trump-voters...

03.03.2026 15:10 πŸ‘ 12 πŸ” 2 πŸ’¬ 3 πŸ“Œ 0
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Automakers could start raising prices this year to offset tariffs, dealership executive says Tariff costs are becoming unsustainable for automakers, and they are going to have to raise prices or cut features, said the president of Sonic Automotive.

Tariff-related inflation dynamics aren't over. Automakers could start raising prices this year to offset tariffs, dealership executive says www.cnbc.com/2026/02/24/a...

03.03.2026 14:00 πŸ‘ 10 πŸ” 4 πŸ’¬ 0 πŸ“Œ 0
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BYD’s 1,500-kW Charger Could Make EV Charging Go as Quick as Filling Up Gas This technology represents a major leap beyond typical 350-kW fast-charging rates, with the potential to dramatically reduce charging times.

BYD’s 1,500-kW Charger Could Make EV Charging Go as Quick as Filling Up Gas www.autoblog.com/news/byds-15...

03.03.2026 13:42 πŸ‘ 4 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

How likely are Iran to cooperate with the US now?

"What remains of [Iran's] top leadership has its back to the wall. Trump has conveyed to them that this war is existential."

03.03.2026 13:24 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Donald Trump’s dangerous β€˜war of whim’ Anyone who claims to know where this conflict will go is bluffing

Donald Trump's dangerous 'war of whim'

"As Trump told The New York Times in January, his sole restraint is β€œmy own morality . . . It’s the only thing that can stop me.”
giftarticle.ft.com/giftarticle/...

03.03.2026 13:20 πŸ‘ 9 πŸ” 2 πŸ’¬ 1 πŸ“Œ 1

Deutsche Bank:

"meaningful S&P 500 drawdowns (at least 15%) driven by oil shocks have historically required at least one of the following"

1. Β spike of at least +50-100% that is sustained
2. big enough to cause a meaningful economic slowdown
3. forces a sharp, hawkish pivot from central banks

03.03.2026 13:02 πŸ‘ 3 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0

It still shocks me that people like Boebert get elected to office.

03.03.2026 10:58 πŸ‘ 7 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0