There Is More Inflation Complexity Ahead by Mohamed A. El-Erian
As US inflation gradually eases, the claim that today’s inflationary pressures are the result of a temporary supply shock has re-emerged. While this thesis may...
El-Erian says Bank of England’s latest rescue move shows we are still in central bank ‘la-la land’
The Bank of England’s Wednesday reversal where it announced it would start buying bonds to ease market stress shows the bind central banks find themselves...
The Problem with the Current Russia Sanctions Regime by Mohamed A. El-Erian
There is much debate about the effectiveness of Western sanctions, the Ukraine war’s implications for markets and the global economy, and what the West’s next...
Beware a Global Economy with Little Fires Everywhere by Mohamed A. El-Erian
Rich countries have shown impressive unity in helping Ukraine counter the Russian invasion. They now need to demonstrate the same level of resolve to prevent...
The Fed’s Historic Error by Mohamed A. El-Erian
The US Federal Reserve’s series of suboptimal decisions in the last 12 months regarding inflation means that its next policy decision also is likely to...
The Winter of Our Discomfort by Mohamed A. El-Erian
From the pandemic and geopolitical tensions to broader macroeconomic developments, new obstacles to “normality” seem to be cropping up everywhere. As the uncertainties continue to...