Global Markets and Economic Policy by Mohamed A. El-Erian
U.S. GDP rises 3.4 percent in Q3, Mohamed A. El-Erian notes
U.S. gross domestic product grew 3.4 percent in the third quarter, its highest rate in a year. Mohamed A. El-Erian, chief economic adviser at Allianz, shared the data, citing a New York Times ...
Mohamed A. El-Erian: U.S.-friendly nations reduce Treasury purchases led by Asia
A Bloomberg article reports that nations friendly to the U.S., especially in Asia, have reduced their purchases of U.S. government bonds by 60 percent. Mohamed A. El-Erian highlighted this ...
Markets anticipate steady rates as Federal Reserve meets, Mohamed A. El-Erian notes
The Federal Reserve begins its two-day meeting today, with markets widely expecting that policymakers will announce no change to interest rates tomorrow. Mohamed A. El-Erian, president of Queens' ...
Mohamed A. El-Erian: Focus on widening dispersion within certain AI segments
More attention is being directed toward widening dispersion within certain artificial intelligence segments, alongside a full week of economic data, corporate earnings, and policy announcements. ...
Markets revisit tech funding needs as Nasdaq weakens, Mohamed A. El-Erian notes
Markets experienced renewed weakness in the Nasdaq as previously comforting assumptions about technology return on investment and funding needs were revisited over the past week. Mohamed A. ...
Mohamed A. El-Erian: Atlanta Fed releases latest data on U.S. home affordability
The Atlanta Federal Reserve has issued its latest update concerning home affordability in the United States. Mohamed A. El-Erian, president of Queens' College, University of Cambridge, ...
Europe should not depend on falling U.S. yields, Mohamed A. El-Erian writes
Europe should not wait for U.S. bond yields to decrease, according to Mohamed A. El-Erian, president at Queens' College, University of Cambridge. El-Erian shared this view in a Financial Times ...
Mohamed A. El-Erian: France surpasses UK in largest government bond yield surge since U.S.-Israel attacks on Iran
France has experienced a larger surge in government bond yields than the UK, marking the biggest yield increase since the start of U.S.-Israel attacks on Iran. According to Mohamed A. El-Erian, ...
Brent holds at $109 despite higher Middle East oil exports, Mohamed A. El-Erian notes
Middle East oil exports have surpassed prewar levels, yet Brent crude remains at $109. Mohamed A. El-Erian, president of Queens' College at the University of Cambridge, highlighted ongoing doubts ...
Mohamed A. El-Erian: France–Germany 10-year bond spread climbs above 150 bps
The spread between France and Germany's 10-year bonds surpassed 150 basis points as of this morning, with French sovereign debt trading more like that of a peripheral issuer than as Eurozone core ...
Project delays and investor confidence issues affect $10 trillion AI build-out, Financial Times notes
Cracks are appearing in the U.S. $10 trillion AI infrastructure build-out as project delays, public backlash, and shaky investor confidence challenge data center expansion, according to the ...
Mohamed A. El-Erian: Global economy is managing higher costs through multiple strategies
Global economic activity has adapted to higher costs by drawing on income growth, savings, inventory reductions, debt, improved efficiency, slower margin expansion, and selective price ...
Markets interpret Fed Chair Warsh comments as dovish on October move, Mohamed A. El-Erian notes
Markets have taken recent comments by Federal Reserve Chair Warsh at the IMF meetings in Thailand as dovish regarding a potential October rate action, despite his emphasis that he does not ...
Mohamed A. El-Erian: U.S. producer price index jumped 1.3% in September
The U.S. producer price index (PPI) rose 1.3% in September, marking the highest increase since March 2022, shortly after Russia's invasion of Ukraine. This development was highlighted by Mohamed ...
U.S. yields and rate hike odds briefly climb after inflation data, Mohamed A. El-Erian notes
U.S. consumer price index (CPI) inflation rose 0.6% in the latest data, initially pushing U.S. yields higher and increasing market expectations for an October rate hike by the Federal Reserve. ...
Mohamed A. El-Erian: IMF releases new World Economic Outlook summary table
A new summary table from the just-released World Economic Outlook by the International Monetary Fund (IMF) is now available. Mohamed A. El-Erian, president of Queens' College, University of ...
G-7 government bond yields compared at start of week, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, shares an overview of G-7 sovereign yields as the new week begins. He points to a lineup of 10-year government debt ...
Mohamed A. El-Erian: Upcoming week features U.S. inflation and IMF-World Bank meetings
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, highlights a shift from a week of economic and financial dualism to an eventful upcoming period. He points to fresh ...
Diesel prices moved due to geopolitics and economic shifts, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, highlights recent trends in diesel prices over the past year and points to the growing impact of geopolitics, domestic ...
Mohamed A. El-Erian: U.S. budget deficit nears $2 trillion for fiscal year ending September 30
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, points out that the U.S. budget deficit climbed to nearly $2 trillion ($1.993 trillion) for the fiscal year ending ...
Discussion on economy and markets with Wilfred Frost, Mohamed A. El-Erian notes
Mohamed A. El-Erian, president at Queens' College, University of Cambridge, highlights a recent conversation with Wilfred Frost on Sky News focused on the economy, markets, and the budget. The ...
