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Mohamed El-Erian


Mohamed El-Erian is President of Queens’ College, Cambridge University, an advisor to Allianz and Gramercy and a best selling author. He previously served as chief executive and co-chief investment officer of Pimco, deputy director of the IMF and president and CEO of Harvard Management Company. He is the Rene M. Kern Practice Professor at the Wharton School of the University of Pennsylvania.

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  • Tuesday, 17 May, 2022
    Markets InsightUS Dollar
    The dollar’s rapid rise increases risks for global economy

    Dangers are particularly acute for developing countries already facing number of crises

  • Monday, 2 May, 2022
    Markets InsightMonetary policy
    Investors face volatility as demand stalls amid supply disruptions

    Central bank tightening will pressure an already-slowing global economy

  • Monday, 11 April, 2022
    Federal Reserve
    Monetary policy must serve the real economy not just financial markets

    Two-decade-long market dominance over monetary policy threatened by high and persistent inflation

  • Monday, 4 April, 2022
    World
    Stocks’ mysterious strength should not stop investors acting

    Those heavily exposed should make the most of the strength of equities and take some chips off the table

  • Tuesday, 15 March, 2022
    Markets InsightWar in Ukraine
    Market fallout from Ukraine war combines the risks of past crises

    Global economy faces some of the same challenges of the 1970s, 1980s, and 1990s — but all simultaneously

  • Saturday, 26 February, 2022
    Markets InsightWar in Ukraine
    Six factors to guide investors during Ukraine turmoil

    Portfolios will need to be prepared to deal with a wide range of ‘what if’ scenarios

  • Monday, 21 February, 2022
    Markets InsightMarkets
    There is more to market volatility than Ukraine

    Investors need strong stomachs to deal with large swings in asset prices

  • Monday, 7 February, 2022
    Markets InsightMonetary policy
    Fed and ECB still behind the inflation curve

    Central banks risk a pile-up of monetary policy tightening as inflation expectations become more embedded

  • Monday, 24 January, 2022
    Markets InsightFederal Reserve
    Bold policy response needed to restore Fed credibility on inflation

    Central bank’s policy-setting committee must catch up to realities of rising prices

  • Tuesday, 4 January, 2022
    Markets InsightGlobal inflation
    The key to 2022 will be how inflation is brought down

    In misjudging the risk of rising prices, the Fed gave markets a profitable 2021 but more difficult year ahead

  • Tuesday, 21 December, 2021
    Markets InsightTurkish economy
    What to make of Turkey’s latest unorthodox currency move

    Ankara’s circuit breaker measures will need to be backed up by a more comprehensive set of policies

  • Thursday, 9 December, 2021
    Markets InsightMarkets volatility
    Market volatility could portend a retreat of liquidity

    The Omicron variant, inflation and concerns about China and Russia are a recipe for uncertainty

  • Thursday, 25 November, 2021
    Markets InsightUS economy
    Obama-era ‘shellacking’ looms unless the Fed wakes up to inflation

    Policy agenda under a Democratic government is once again at risk

  • Thursday, 11 November, 2021
    Markets InsightUS Inflation
    Fed’s inflation miscalculations risk hurting the poor

    The slower the response to increasing prices, the greater the threat of contractionary forces for the economy

  • Friday, 5 November, 2021
    Markets InsightChinese business & finance
    Are investors facing a Yukos moment in China?

    Buy-the-dip opportunity is balanced by risks of further government intervention

  • Monday, 18 October, 2021
    Markets InsightMarkets
    Developing economies risk falling off the convergence process

    Rising inflation and supply chain woes add to pressure on vulnerable countries

  • Wednesday, 29 September, 2021
    Markets InsightSovereign bonds
    Bond sell-off is a warning to the Fed

    The longer central bank ‘tapering’ is delayed, the more the risk of a disruptive markets move

  • Monday, 13 September, 2021
    Markets InsightSupply chains
    Supply chain issues add to stagflationary winds

    Waves of disruptions suggest that longer-term forces are in play

  • Monday, 23 August, 2021
    Markets InsightFederal Reserve
    Why Jay Powell should be bold at Jackson Hole

    The longer the Fed chair waits to detail his own thinking, the greater the economic, financial and institutional risks

  • Thursday, 29 July, 2021
    Markets InsightCryptocurrencies
    China lays down challenge to the west on crypto

    Governments and private sector must adopt more unified approach in response to Beijing

  • Monday, 12 July, 2021
    Markets InsightMarkets
    Lower bond yields are no longer good news for stocks

    Can too much of a good thing complicate the orderly exit from loose monetary policies? 

  • Wednesday, 30 June, 2021
    Markets InsightMarkets
    The inherent instability of the Goldilocks market consensus

    Too much confidence is placed in the view that inflation rises will be transitory

  • Monday, 14 June, 2021
    Markets InsightFederal Reserve
    Fed meeting turns into a test of its inflation narrative

    Central bank should not take comfort from the bond market

  • Tuesday, 25 May, 2021
    Markets InsightFederal Reserve
    The Fed is no longer markets’ best friend

    Central bank and markets face tricky pivots to avoid damage from a policy mistake

  • Monday, 3 May, 2021
    Markets InsightFederal Reserve
    Fed framework holds central bank hostage

    Balance of risks for monetary policy has flipped away from deflation to longer-term instability

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