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Mohamed El-Erian

Mohamed El-Erian

Brisbane Times

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Shaky China is not a long-term bet for investors

The world’s second-largest economy faces a clear and present danger of falling into the middle-income trap.

06.03.2024 6

Financial Review

Mohamed El-Erian

Inflation sell-off is a wake-up call for traders

Markets had embraced, with too little critical thinking, the narrative of a quasi-automatic, very soft landing leading to both large and early Fed...

15.02.2024 10

Financial Review

Mohamed El-Erian

Global faith in the central bank lever is misplaced

Markets and commentators are buoyant in expectation of interest rate cuts this year. But they are overestimating how much power central banks really...

15.01.2024 3

Financial Review

Mohamed El-Erian

The Fed should resist market bullying

The risk is that, to avoid unsettling market volatility, the Fed validates the market loosening with sizeable rate cuts but is forced to reverse...

20.12.2023 8

Financial Review

Mohamed El-Erian

Upbeat predictions for global economy are not cause for optimism

The main concern is that too many policymakers seem more focused on reinvigorating inefficient growth engines than shifting towards more sustainable,...

11.12.2023 10

Financial Review

Mohamed El-Erian

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