Professor, Wharton School, and Senior Fellow, Lauder Inst (both at UPenn). Allianz Chief Economic Advisor. Chair, UnderArmour Board of Directors. Board member, NBER. CFR. Former co-CIO/CEO PIMCO and President, Queens' College, Cambridge University. .. more
Professor, Wharton School, and Senior Fellow, Lauder Inst (both at UPenn). Allianz Chief Economic Advisor. Chair, UnderArmour Board of Directors. Board member, NBER. CFR. Former co-CIO/CEO PIMCO and President, Queens' College, Cambridge University.
Mohamed Aly El-Erian is an Egyptian-American economist and businessman. He is President of Queens' College, Cambridge, and chief economic adviser at Allianz, the corporate parent of PIMCO where he was CEO and co-chief investment officer (2007–14). He was chair of President Obama's Global Development Council (2012–17), and is a columnist for Bloomberg View, and a contributing editor to the Financial Times. El-Erian was a candidate in the 2025 University of Cambridge Chancellor election, coming second. .. more
#economy #markets #cnbc @cnbc.com @andrewrsorkin.bsky.social
You’ve got to love the Premier League.
Now for the Super Bowl. Go Seahawks!!
@lfcr.bsky.social @mancity.com @seahawksofficial.com @patriots.bsky.social
As such:
The US and China have a longer runway than many realize.
...
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My take: History suggests that Middle Powers may find it easy to agree...
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Simply relying on convergence to stabilize your portfolio during this period of uncertainty may well be inferior to the approach I discuss here:
finance.yahoo.com/news/op-ed-r...
#economy #markets #investing #investors
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We have often been told that, when a leading sector/dominant theme (AI/tech in this case) gets shaky, we should just "rotate." But what if the old playbook is less certain in today's unusually uncertain macro landscape? ...
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mohamedelerian.substack.com/p/the-weekly...
www.linkedin.com/pulse/weekly...
#economy #markets
First, to what extent will this historic spending spree yield profitable outcomes?
Second, what is the bond market’s funding appetite, given widening spreads and some frisson...
finance.yahoo.com/news/op-ed-r...
#economy #markets #investing #investors @yahoofinance.com
But what if the old playbook is less certain in today's unusually uncertain macro landscape? Simply relying on convergence to ...
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The primary driver of improved sentiment was households with stock market holdings.
5-10 year inflation expectations edged higher, from 3.3% to 3.4%.
#economy #markets #growth #inflation
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Two qualifiers to note...
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Too often, recent Fed messaging has come across as confused and confusing, inadvertently contributing to avoidable volatility.
#economy #markets #federalreserve @politico.com
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This shift would align with the views of many, myself included, who have worried that Fed communication has become ...
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#economy #markets #jobs #employment #vacancies #federalreserve
December job openings slid to 6.54 million—down from a revised 6.93 million in November—with a "vacancies per unemployed" of 0.9.
Today's wave ...
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The opportunity lies in identifying "good" assets—those that are merely contaminated by proximity but remain fundamentally undamaged—being disposed of by sellers forced to liquidate to cover losses elsewhere.
#markets #investing #investors
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As the trading session progresses, the sense of forced selling—and the resulting contagion—appears to be intensifying, raising the question of when will buyers step in to exploit the "market for lemons" phenomenon.
...
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That said, it's important to remember that this is an inherently noisy data series; one should be cautious about drawing conclusions from a single week of data.