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Mohamed A. El-Erian

Mohamed A. El-Erian

Bloomberg

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What the Middle East Now Implies for the Global Economy, Markets

It is generally agreed that this month has seen a significant escalation in long-standing Iran-Israel tensions. Both countries argue that their...

14.04.2024 6

Bloomberg

Mohamed A. El-Erian

Fed Faces a Big Risk, But It’s Not the One Many Think

I have been arguing for almost a year now, here and elsewhere, that US consumer price inflation would become sticky after a period of favorable...

10.04.2024 6

Bloomberg

Mohamed A. El-Erian

American Exceptionalism Is on Display in the Bond Market

Many of us have our favorite economic and financial indicators. I’m referring to those indicators that don’t get a lot - if any - attention from...

04.04.2024 4

Bloomberg

Mohamed A. El-Erian

Financial Markets Just Delivered a Powerful Reminder

What an impressive start to the year for US stocks! Not only did the S&P 500 Index achieve its largest first-quarter gain since 2019, it did so amidst...

01.04.2024 90

Bloomberg

Mohamed A. El-Erian

Market-Fed Alignment Is Welcome, But Not Enough

For the first time in quite a while, there is an alignment between what the Federal Reserve is signaling about its interest-rate setting this year and...

18.03.2024 3

Bloomberg

Mohamed A. El-Erian

UK Election Budget Pleases Almost No One

“A nuanced, quite subtle budget,” is how a cabinet minister described what UK Chancellor Jeremy Hunt presented on Wednesday. The opposition Labour...

07.03.2024 5

Bloomberg

Mohamed A. El-Erian

A Fed Held Hostage by Data Is Asking for Trouble

It’s right for economic data to influence the Federal Reserve’s policy approach. Yet, there is an important distinction between being informed by...

01.03.2024 20

Bloomberg

Mohamed A. El-Erian

The UK's Economic Outlook Is Riding on Election Politics

The UK economy’s mixed report card for 2023 amplifies this year’s tension between what election politics is likely to deliver and what the economy...

08.01.2024 4

Bloomberg

Mohamed A. El-Erian

Fed and Markets Resume Their Unhealthy Co-Dependency

The Federal Reserve was supposed to leave center stage by the end of the year and let other factors play the leading role in determining asset prices...

21.12.2023 20

Bloomberg

Mohamed A. El-Erian

Uncertainty Looms Over a November to Remember

November will be etched in the memories of investors as a remarkable month. Risky assets, such as stocks and high-yield bonds, delivered exceptional...

01.12.2023 5

Bloomberg

Mohamed A. El-Erian

Federal Reserve Officials Talk Too Much

There was a time, not so long ago, when the Federal Reserve said very little about its policies; its leaders did their utmost to obfuscate rather than...

20.11.2023 7

Bloomberg

Mohamed A. El-Erian

Yield Uncertainty Will Persist Even If the Fed Is Done Raising Rates

A simple logic has played out in markets this month. Price movements point to an anticipation that the Federal Reserve is done raising interest rates...

09.11.2023 4

Bloomberg

Mohamed A. El-Erian

Time to Hasten Japan’s YCC Exit or Risk Unsettling Instability

At a time of intense focus on the wild moves in US Treasuries, it may seem silly to make much of a Bloomberg News headline marking the rise in...

30.10.2023 2

Bloomberg

Mohamed A. El-Erian

The Fed Pivot That Turbulent Treasuries Need

Greater stability in US Treasuries is needed for the smooth functioning of other segments of the financial market,housing and the economy more...

23.10.2023 8

Bloomberg

Mohamed A. El-Erian

Fed’s ‘Last Mile’ of Inflation Fight Will Be No Cakewalk

Due to the technical or legal reasons, readability mode is not available for this article. Thank you for your kind understanding.

11.09.2023 10

Bloomberg

Mohamed A. El-Erian

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