Mohamed El-Erian

The latest twist in U.S. trade policy, marked by the Donald Trump administration sending 14 letters outlining tariff levels to its trading partners, has elicited three distinct, yet converging, reactions from key stakeholders, according to senior economist Mohamed El-Erian. What Happened: While...

Mohamed El-Erian, a prominent economist and former CEO of PIMCO, has voiced significant concerns regarding the Federal Reserve, asserting that it is “getting harder to convince people that the Fed is apolitical.” What Happened: In a recent Substack post, El-Erian identifies three...

Senior economist Mohamed El-Erian anticipated a rocky road ahead for the Federal Reserve to formulate the monetary policy, as the “uncertainties” surrounding the federal policies and geopolitical scenario “cloud” the Fed’s policy radar. What Happened: Despite the...

As China’s May export data missed expectations just ahead of the second round of U.S.-China trade negotiations, leading experts are offering sharply divergent interpretations of how the data will be leveraged during the trade talks. What Happened: While Mohamed A. El-Erian, a senior...

A viral post on X speculates that President Donald Trump might see a strategic upside in a recession. What Happened: On Thursday, popular newsletter, The Kobeissi Letter, posted on X, drawing parallels between Trump’s economic agenda and the current state of the markets and the broader macro-...

With Federal Reserve Chair Jerome Powell once again raising a similar set of concerns during his speech on Thursday, economist Mohamed El-Erian found it all too familiar and was quick to draw parallels between chapters of economic history. What Happened: On Thursday, El-Erian posted on X, quoting...

April's Consumer Price Index report released on Tuesday was generally received as positive news by markets and analysts. The data indicate that inflation is cooling faster than expected, supporting hopes for a potential pause or even an eventual cut in interest rates by the Federal Reserve.  CPI...

Prominent economists offered mixed reactions Sunday as markets rallied following announcement of a tentative U.S.-China trade agreement reached during weekend talks in Geneva, with futures surging on optimism despite limited details of the actual terms. What Happened: Mohamed El-Erian, Chief...

Prominent economist Mohamed A. El-Erian has highlighted potential “adverse implications” for domestic industries following a surprisingly strong surge in China’s exports for April. In a post on X, El-Erian noted that China’s exports jumped by 8% in April, significantly...

Economist Mohamed El-Erian predicts the Federal Reserve will maintain current interest rates amid ongoing global economic uncertainty and growing trade tensions with China. What Happened: El-Erian, Allianz Chief Economic Advisor, wrote on X that the “highly data-dependent Federal Reserve...

U.S. stock futures continued rising on Wednesday after a day of strong recovery on Tuesday. Futures of major benchmark indices were higher in premarket. President Donald Trump hinted at a deal with China. While speaking to the reporters at the White House, he said, "I think we will make a deal with...

Gold prices shattered the $3,500 per ounce mark on Tuesday, reaching a milestone as investors flee to safe-haven assets amid growing economic uncertainty and questions about U.S. monetary policy independence. What Happened: The precious metal has gained more than 30% this year, demonstrating...

Economist Mohamed El‑Erian warns that President Donald Trump's trade and tariff regime has set the U.S. up for one of two extremes: either a “Thatcher‑Reagan era on steroids,” or “Jimmy Carter's stagflation all over again,” and he puts the odds at 50‑50. What Happened: The...

U.S. stock futures rose on Thursday ahead of the long weekend, with Good Friday falling on April 18 and Easter Sunday on April 20. Futures of major benchmark indices were higher in premarket. Federal Reserve Chairman Jerome Powell dismissed the possibility of a “Fed put” in the near...

Gold prices have been scaling fresh highs amid the global market uncertainty, however, some experts point out that a severe correction could be looming amid this gold bull run. What Happened: While the Gold Spot U.S. Dollar has scaled a fresh high at $3,357.81 per ounce and trades above the 3,300-...