Mohamed El-Erian
A FORMER CHIEF EXECUTIVE OFFICER OF PIMCO, HE IS PRESIDENT OF QUEENS’ COLLEGE, CAMBRIDGE; CHIEF ECONOMIC ADVISER AT ALLIANZ SE; AND CHAIR OF GRAMERCY FUND MANAGEMENT. HE IS AUTHOR OF “THE ONLY GAME IN TOWN".
US tariff policy accelerates deeper structural changes
Unusual swings in markets and consensus economic narratives point to longer-term forces
The Fed must resist repeating past mistakes
Markets have been trained to expect lower rates at the first sign of volatility. Powell mustn’t give in to temptation.
US recession odds are becoming unsettlingly high
It’s only a matter of time before economists start slashing growth forecasts for the US economy
The three forces shifting the investment landscape
Mean reversion in markets is far from guaranteed in a world of economic dispersion and tech exceptionalism
The UK can find its way in Trump’s America
Britain must think strategically about trade and investment to set the right tone with the incoming US president
Five economic areas the incoming US president needs to tackle
New administration must find a way to maintain growth while repositioning the economy
Why the West should be paying more attention to the gold price rise
Buying of the precious metal reflects rising interest in alternatives to the dollar-based financial system
The stakes are high for Powell and the Fed at Jackson Hole
The Kansas City Fed’s conference is a golden opportunity for the world’s most important central bank to regain control of the policy...
How Gen AI will change asset management
The industry serves as a natural experiment for a technology that will change practices, organisations and regulations. By Mohamed A El-Erian
Yield uncertainty will persist even if the Fed is done raising rates
A hard-to-read economy and expanding government bond issuance will keep investors on their toes
