Mohamed A. El-Erian
Project Syndicate
United States
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Past articles by Mohamed:
There Is More Inflation Complexity Ahead
Mohamed A. El-Erian assesses the likely trajectory of the American economy and warns of simplistic “soft landing” narratives. → Read More
When Markets Are This Hot, Should You Jump In?
The S&P 500 is up almost 9% this year, Nasdaq has gained over 16%, and Bitcoin's jumped more than 44%. → Read More
Buoyant Markets Need to Keep an Eye on Four Risk Factors
Stocks and bonds are off to an exuberant start to 2023, but there is still plenty of uncertainty about the world’s growth, inflation and policy prospects. → Read More
Powell and the Markets Talk Past Each Other
The Fed needs the markets to help it bring down high inflation, but they tend to hear only what they want to hear. → Read More
The Fed Should Think in Terms of a Trilemma
Federal Reserve Chair Jerome Powell isn't only balancing growth and inflation. He has to ensure financial stability, too. → Read More
UK Needs to Do More to Restore Stability and Growth
Prime Minister Liz Truss’s reversal on taxes is not enough. Further policy steps will be required. → Read More
Another Romance With Fed Pivot Breaks Investors’ Hearts
A brief fling based on flimsy intuition leaves them back where they started with disappointing returns, unsettling volatility and diminished ability to mitigate risks. → Read More
2 Reasons Markets Are Even More Unstable Than We Thought
Investors have adjusted to global tensions, slowing growth and Fed tightening. But recent turbulence shows other forces at work. → Read More
Truss Faces Four Hurdles to Spur Growth in UK
The new prime minister needs to navigate a few risks to ease living costs and expand the economy. → Read More
A Surging Dollar Is a Mixed Blessing for the US
A stronger dollar may make it easier to deal with inflation, but it doesn’t bode well for the global economy. → Read More
Fed Needs to Resist Opting Again for Quick and Easy
The markets’ latest narrative pivot on inflation is not the right one for the world’s most powerful central bank. → Read More
Bank of England Gives a Lesson in Honest Central Banking
Analytical directness and intellectual honesty from monetary policy makers are inspiring. → Read More
Why Stocks Took a July Vacay From Fundamentals
U.S. stocks had their best month in two years while the economy received discouraging news about both growth and inflation. → Read More
Why Stocks Took a July Vacay From Fundamentals
A discouraging economy took a backseat to technicals and relative valuations. Inflation will have a lot to say about how long that lasts. → Read More
The Fed Is Failing in Four Ways
The central bank could easily fall prey to the catastrophic policy mistake of returning to the 1970s trap of “stop-go” policies. → Read More
The Fed Is Failing in Four Ways
Regardless of what the central banks does next week, it needs to improve its analysis, forecasts, policy responses and communication. → Read More
The Problem with the Current Russia Sanctions Regime
Mohamed A. El-Erian explains how the West's strategy of muddling through could result in the worst of all possible worlds. → Read More
Believe It or Not, the Market Has Three Silver Linings
For long-term investors, it will prove beneficial that the markets are exiting an artificial regime maintained for far too long by the Fed. → Read More
Federal Reserve Must Do More Than Raise Rates by 75 Points
The central bank has to regain control of the inflation narrative to avoid inflicting more economic damage and to restore its credibility. → Read More
Saudi Arabia Is Swinging Again – But for How Long?
Mohamed A. El-Erian thinks the Kingdom’s reemergence as the key global producer is significant but is unlikely to last. → Read More