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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".

The volatility in tariff policy has been a contributor to both unusual financial market fluctuations and eye-popping swings in the consensus economic narrative.

THE BOTTOM LINE

US tariff policy accelerates deeper structural changes

A dose of humility will help the Jerome Powell-led Fed reduce the risk of another bout of slippages in analysis, forecasts, communication and policy design.

The Fed must resist repeating past mistakes

Lower-income households in the US have been struggling, burdened by dwindling savings, maxed-out credit cards and mounting debt.

THE BOTTOM LINE

US recession odds are becoming unsettlingly high

AI-focused technological optimism is reflected in the extent to which a handful of companies have led the surge in the S&P 500 Index from one record level to the next.

THE BOTTOM LINE

The three forces shifting the investment landscape

(COMBO) This combination of pictures created on November 07, 2024 shows former US President and Republican presidential candidate Donald Trump (L) attends a Fox News Townn Hall moderated by US television host Harris Faulkner (out of frame), in Cumming, Georgia, on October 15, 2024, and Prime Minister Keir Starmer (L) looks on during a press conference at the European Commission headquarters in Brussels on October 2, 2024. Keir Starmer has insisted that the UK-US special relationship will "prosper" under Donald Trump but the British prime minister's Labour government has multiple reasons to fear the Republican's presidential comeback. Possible trade wars, Labour ministers' unflattering comments about Trump, and any role for Starmer critic Elon Musk in Trump's administration, would make for a bumpy ride between the allies. Starmer made a first move late on November 6, 2024, phoning Trump to offer his congratulations to the US president-elect as senior government figures played down earlier outspoken comments by Labour politicians. (Photo by Elijah Nouvelage and Nicolas TUCAT / AFP)

THE BOTTOM LINE

The UK can find its way in Trump’s America

Both Kamala Harris and Donald Trump lack the specifics to meet their promises.

THE BOTTOM LINE

Five economic areas the incoming US president needs to tackle

Gold’s price rise over the past 12 months has occurred despite some wild swings in expected policy rates, a wide fluctuation band for benchmark US yields, falling inflation and currency volatility.

THE BOTTOM LINE

Why the West should be paying more attention to the gold price rise

Federal Reserve chairman Jerome Powell at the Jackson Hole economic symposium in Moran, Wyoming, US, in August 2023. Powell must regain control of the economic and policy narrative at the conference this week.

THE BOTTOM LINE

The stakes are high for Powell and the Fed at Jackson Hole

Cloud computing, network, website, IT, technology Credit:

WEALTH & INVESTING

How Gen AI will change asset management

The only Fed commentary that truly resonates with the markets, from chair Jerome Powell, has hinted strongly that the world's most influential central bank is done with its aggressive hiking cycle, and that its next policy move will be a downward one.

WEALTH & INVESTING

Yield uncertainty will persist even if the Fed is done raising rates

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