Mohamed A. El-Erian

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This Is Not France's ‘Truss' Moment

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Europe's second-largest economy is not on the brink of an economic and financial crisis. That's not to say political turmoil won't touch the economy.

Once Again, It Was The Economy, Stupid

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The economy played a critical role in the 2024 presidential race.

Bond Market Responds Oddly To The Fed's Move

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There's so much uncertainty that few are prepared to make big bets on anything--for now.

How To Think About The Surprising U.S. Jobs Data

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September's labor market report shows economists are missing important drivers of U.S. strength.

The Stakes Are High For Powell At Jackson Hole

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The Kansas City Fed's conference is a golden opportunity for the world's most important central bank to regain control of the policy narrative.

The Fed Should Resist Placating Markets

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The central bank needs to avoid being rushed into another policy mistake by making an emergency interest-rate cut.

The Fed's Uniformity On Rates Comes With Risks

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The high-for-long mantra recently adopted by U.S. central bank policymakers raises threats for the economy and financial stability.

Market-Fed Alignment Is Welcome, But Not Enough

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The last mile to the 2% inflation target needs to be run with economic well-being firmly in mind.

Will The U.S. Economy Drive Global Growth This Year?

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The U.S. economy faces powerful headwinds that call into question its ability to serve as the world's main growth driver.

Inflation Selloff Is A Wake-Up Call For Traders

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The drop in stocks and bonds points to important challenges faced by the Federal Reserve and investors in the months ahead.

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