Mohamed A. El-Erian, Project Syndicate

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