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Financial Times
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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. Mohamed is also a director of Barclays and UnderArmour.
  • 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

    Teachers and members of the National Education Union hold placards on the streets in Reading during a demonstration
  • 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

    Bank of England governor Andrew Bailey, left, Federal Reserve chair Jay Powell and ECB president Christine Lagarde
  • 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

    A trader works in the foreground while Fed chair Jay Powell appears on a television screen in the background
  • 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

    $100 banknotes
  • 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

    A woman walks near a First Republic Bank branch in New York, US
  • 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

    Traffic passes by the Marriner S. Eccles Federal Reserve Board Building
  • 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

    Jay Powell, chair of the US Federal Reserve
  • 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

    The Federal Reserve building
  • 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

    Jay Powell appears on a screen on the trading floor of the New York Stock Exchange during a news conference following a Fed rate announcement
  • 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

    Traders work during the opening bell at the New York Stock Exchange
  • 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

    Jay Powell
  • 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

    The Federal Reserve building in Washington
  • Monday, 31 October, 2022
    Markets InsightCapital markets
    BoJ’s inevitable pivot looms as a risk for markets

    Central bank faces a tricky but necessary exit from its ‘yield curve control’ policy

    Bank of Japan in Tokyo, Japan, on October 27 2022
  • Monday, 17 October, 2022
    Markets InsightGlobal economic growth
    A collective will to tackle global challenges needs more tools

    IMF meetings yet to align better awareness of major economic problems with the scale of action required

    Kristalina Georgieva
  • Wednesday, 28 September, 2022
    Markets InsightUK economy
    UK damage just starting if market disorder is allowed to persist

    What the government and Bank of England need to do now before the situation gets even more problematic

    Bank of England montage
  • Thursday, 15 September, 2022
    Markets InsightMarkets
    The rollercoaster ahead for the economy and investors

    US central bank policy mistakes and market stress are worrisome possibilities in the months ahead

    A stocks trader with his hands partially covering his face
  • Saturday, 27 August, 2022
    Markets InsightJerome H. Powell
    Jay Powell is focusing too much on the present

    The central banker missed an opportunity to regain control of the Federal Reserve’s policy narrative

    Jay Powell speaks with others at a symposium
  • Tuesday, 9 August, 2022
    Markets InsightUS economy
    It is too early to declare risk of US recession is over

    Rate rises and the contraction of the Fed’s balance sheet may still pull the rug from under the economy and markets

    A hiring sign on a Target store in San Rafael, California
  • Monday, 25 July, 2022
    Markets InsightEmerging market investing
    How to invest in emerging markets

    Historically cheap pricing is not enough given the macro headwinds

  • Wednesday, 13 July, 2022
    Markets InsightUS inflation
    US inflation surge signals tough times ahead

    The damage from the sharp rise in prices has already been unleashed

    Vehicles drive past the Federal Reserve building in Washington
  • Wednesday, 29 June, 2022
    Markets InsightFederal Reserve
    The risk of a flip-flopping Fed

    There is a danger of the classic ‘stop-go’ trap that haunted many western central banks in the 1970s and 1980s

    US Federal Reserve chair Jay Powell
  • Monday, 20 June, 2022
    Markets InsightCentral banks
    Central banks and markets share a secular awakening

    There is no hiding from the long-term transition to more challenging financial conditions

    Fed chair Jay Powell on a television screen
Previous page You are on page 2 Next page

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