Mohamed El-Erian

Tuesday, 21 November, 2023

Markets InsightAutumn Statement

The risks of tax cuts in Jeremy Hunt’s Autumn Statement

UK chancellor should direct more resources to AI, life sciences and the green energy transition

Monday, 6 November, 2023

Markets InsightMonetary policy

The big central banks need to use their time outs wisely

Policymakers should go well beyond data analysis in looking to the future

Tuesday, 17 October, 2023

Markets InsightUS Treasury bonds

US bond market is losing its strategic footing

Unusual volatility in yields points to longer-term challenges for most influential segment of world’s financial markets

Tuesday, 10 October, 2023

Investments

Why Mohamed El-Erian favours cash over equities for now

Top economist reveals his personal investment strategy on the FT’s Money Clinic podcast

Thursday, 5 October, 2023

Markets InsightUS economy

The US may no longer avoid a recession

The economy is likely to weaken as markets internalise the significant likelihood that rates will stay higher for longer

Wednesday, 4 October, 2023

ReviewBooks

Permacrisis — Gordon Brown and Mohamed El-Erian’s blueprint for global governance

Ways to fix a broken system and revamp our approach to economic management

Friday, 22 September, 2023

Global Economy

The plight of the ‘permacrisis’ and what to do about it

The complexity of central banks’ ‘last mile’ on inflation is part of a bigger economic challenge

Friday, 8 September, 2023

Markets InsightChinese economy

It’s no longer a given that China will become the world’s largest economy

Markets need to recognise that the country is not reverting to its old economic and financial playbook

Monday, 21 August, 2023

Markets InsightMacroeconomics

The choices of strategy for Jay Powell

The Fed chair has a multiplicity of targets for whatever approach he takes at Jackson Hole address on Friday

Tuesday, 1 August, 2023

Markets InsightGlobal Economy

Investors should still expect a bumpy road ahead

Market optimism about convergence in the global economy is overdone

Tuesday, 18 July, 2023

Markets InsightUK inflation

Just blaming wage growth for inflation is dangerous

It raises risk of economic stagnation, further exacerbating the current inflation and interest rate predicament

Monday, 3 July, 2023

Markets InsightCentral banks

A defining moment for central banking

In the face of a stubborn trilemma of challenges, central banks need help to restore policy credibility

Monday, 12 June, 2023

Markets InsightFederal Reserve

The framing of the Fed call on rates is too narrow

A ‘skip’ at this week’s policy-setting meeting may be the worst of three imperfect policy options

Thursday, 25 May, 2023

Markets InsightUS Dollar

The stark ‘de-risking’ choice facing economies

Nations must seek to strengthen multilateralism or they will end up embracing economic decoupling

Wednesday, 10 May, 2023

Markets InsightFinancial & markets regulation

How we can avoid a third phase of banking turmoil

Conditions have stabilised but more must be done to prevent further banking tremors

Friday, 28 April, 2023

Markets InsightGlobal Economy

Policymakers and business need to adapt better to structural uncertainty

The global economy is facing an unusual spread of plausible outcomes

Monday, 10 April, 2023

Markets InsightBanks

Banking tremors leave a legacy of credit contraction

Change in deposit flows plus increases in regulation, supervision and caution will force adjustments

Monday, 20 March, 2023

Markets InsightFederal Reserve

Banking turmoil intensifies the need for better Fed policymaking

A firmer anchor is required to deal with the policy trilemma over the US economy

Sunday, 12 March, 2023

Markets InsightSilicon Valley Bank

The policy compromises needed to resolve the SVB implosion

The Fed should tolerate greater banking system concentration while seeking to contain moral hazard and avoiding lower rates

Monday, 27 February, 2023

Markets InsightGlobal inflation

It is time for the US to upgrade its fight against inflation

Congress should hold the Fed more accountable while helping it to conquer rising prices

Monday, 6 February, 2023

Markets InsightCentral banks

The paradox of financial conditions

A gap has emerged between the US central bank and its peers at a time when its policy signals have become at odds with financial conditions

Tuesday, 24 January, 2023

Markets InsightPassive Investing

Why passive investing makes less sense in the current environment

This is an investment world that will reward much greater selectivity and dynamic asset allocation

Monday, 9 January, 2023

Markets InsightGlobal Economy

We need to pay more attention to misaligned economic signals

Investors should be wary of a repeat of last year’s ‘transitory inflation’ type of mistake

Monday, 12 December, 2022

Markets InsightFederal Reserve

Next year’s unpleasant choices confronting the Fed

Central bank might stick officially to 2% inflation target but, in practice, pursue a higher one

Monday, 28 November, 2022

Markets InsightUS economy

The consensus forecast on recession risks complacency

Planning for a range of outcomes is preferable to relying on a shaky prediction

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