Global Markets and Economic Policy by Mohamed A. El-Erian
Mohamed A. El-Erian: China crude oil imports fall helped stabilize global economy
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, highlights that a sharp decline in China’s crude oil imports during the Iran war has played a key role in limiting oil ...
U.S. CPI data draws added attention from analysts, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, highlights the significance of today’s U.S. Consumer Price Index (CPI) release. He observes that consensus forecasts ...
Mohamed A. El-Erian: OpenAI joins SpaceX and Anthropic in major IPO wave
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, observes that OpenAI has joined SpaceX and Anthropic in a significant surge of initial public offerings tapping the ...
OPEC+ output hike seen as paper barrels, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, highlights that OPEC+ has increased its output ceiling by 188,000 barrels. According to El-Erian, analysts view the ...
Mohamed A. El-Erian: U.S. jobs data and tech sector volatility may impact global markets
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, discusses current dynamics in the global economy and financial markets. His commentary focuses on the implications of a ...
Strong U.S. jobs data and Japan FX volatility influence markets, Mohamed A. El-Erian discusses
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, shares his latest weekly commentary on the global economy and markets. He addresses the impact of a significant U.S. ...
Mohamed A. El-Erian: U.S. public debt and Treasury funding risks increasing
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, shares insights from John Plender's FT column about mounting risks in U.S. public debt. He highlights that Treasury ...
April jobs growth seen at 88,000 with steady unemployment, Mohamed A. El-Erian expects
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, underscores that consensus forecasts for U.S. "Jobs Friday" anticipate a steady April employment report. Expectations ...
Mohamed A. El-Erian: U.S. debt growth challenges balanced by productivity outlook
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, discusses the contrasting forces shaping U.S. economic fundamentals. He highlights a tension between the large and ...
Bloomberg examines new U.S. tariff policy developments, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, points to Bloomberg's coverage of the latest changes in U.S. tariff policies. The update highlights developments ...
Mohamed A. El-Erian: Gold share in official reserves exceeds euro and U.S. Treasuries at end of 2025
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, reports that the share of gold in total official foreign reserves increased to 27% at the end of 2025. He highlights ...
Continues dialogue on economy and markets, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, thanked Joe, Becky, and Andrew for their conversation on CNBC's Squawk Box this morning. The discussion focused on ...
Mohamed A. El-Erian: Strong corporate earnings cap active month for global economy
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, provides an overview of the global economy and markets, highlighting how last week concluded a month marked by ...
Japanese stocks and Nasdaq outperformed in May, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, reports that May saw broad market gains, driven in particular by Japanese stocks and the Nasdaq. Oil was the exception, ...
Mohamed A. El-Erian: Inflation climbs above ECB target in France, Italy, Spain
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, highlights that inflation has risen in France, Italy, and Spain, exceeding the European Central Bank's 2% target. The ...
PCE inflation and jobless claims in focus, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, draws attention to a significant day for U.S. economic data releases. He highlights the upcoming PCE inflation ...
Mohamed A. El-Erian: WTI oil drop below $90 helps lift equities to record highs
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, highlights a notable decline in WTI oil prices, with the benchmark now trading below $90 a barrel. According to ...
Australia core inflation hits 3.4 percent in April, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, reports that Australia's core inflation was 0.3% in April, pushing the annual rate to 3.4%. He adds that this data ...
Mohamed A. El-Erian: War-driven energy and price shocks now risk demand destruction
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, discusses recent economic risks highlighted by the Financial Times. He identifies a growing threat of demand destruction ...
Investors lose central bank safety net as inflation rises, Mohamed A. El-Erian warns
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, discusses how for decades investors have depended on a "policy put," the expectation that central banks and governments ...
Mohamed A. El-Erian: U.S. bond yields likely to remain high despite Iran war resolution
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, highlights insights from a Bloomberg article regarding bond yields. He notes that a Bloomberg analysis attributes much ...
