Mohamed El-Erian | Financial Times

Friday, 8 September, 2023

Markets InsightChinese economy

It’s no longer a given that China will become the world’s largest economy

Markets need to recognise that the country is not reverting to its old economic and financial playbook

Monday, 21 August, 2023

Markets InsightMacroeconomics

The choices of strategy for Jay Powell

The Fed chair has a multiplicity of targets for whatever approach he takes at Jackson Hole address on Friday

Tuesday, 1 August, 2023

Markets InsightGlobal Economy

Investors should still expect a bumpy road ahead

Market optimism about convergence in the global economy is overdone

Tuesday, 18 July, 2023

Markets InsightUK inflation

Just blaming wage growth for inflation is dangerous

It raises risk of economic stagnation, further exacerbating the current inflation and interest rate predicament

Monday, 3 July, 2023

Markets InsightCentral banks

A defining moment for central banking

In the face of a stubborn trilemma of challenges, central banks need help to restore policy credibility

Monday, 12 June, 2023

Markets InsightFederal Reserve

The framing of the Fed call on rates is too narrow

A ‘skip’ at this week’s policy-setting meeting may be the worst of three imperfect policy options

Thursday, 25 May, 2023

Markets InsightUS Dollar

The stark ‘de-risking’ choice facing economies

Nations must seek to strengthen multilateralism or they will end up embracing economic decoupling

Wednesday, 10 May, 2023

Markets InsightFinancial & markets regulation

How we can avoid a third phase of banking turmoil

Conditions have stabilised but more must be done to prevent further banking tremors

Friday, 28 April, 2023

Markets InsightGlobal Economy

Policymakers and business need to adapt better to structural uncertainty

The global economy is facing an unusual spread of plausible outcomes

Monday, 10 April, 2023

Markets InsightBanks

Banking tremors leave a legacy of credit contraction

Change in deposit flows plus increases in regulation, supervision and caution will force adjustments

Monday, 20 March, 2023

Markets InsightFederal Reserve

Banking turmoil intensifies the need for better Fed policymaking

A firmer anchor is required to deal with the policy trilemma over the US economy

Sunday, 12 March, 2023

Markets InsightSilicon Valley Bank

The policy compromises needed to resolve the SVB implosion

The Fed should tolerate greater banking system concentration while seeking to contain moral hazard and avoiding lower rates

Monday, 27 February, 2023

Markets InsightGlobal inflation

It is time for the US to upgrade its fight against inflation

Congress should hold the Fed more accountable while helping it to conquer rising prices

Monday, 6 February, 2023

Markets InsightCentral banks

The paradox of financial conditions

A gap has emerged between the US central bank and its peers at a time when its policy signals have become at odds with financial conditions

Tuesday, 24 January, 2023

Markets InsightPassive Investing

Why passive investing makes less sense in the current environment

This is an investment world that will reward much greater selectivity and dynamic asset allocation

Monday, 9 January, 2023

Markets InsightGlobal Economy

We need to pay more attention to misaligned economic signals

Investors should be wary of a repeat of last year’s ‘transitory inflation’ type of mistake

Monday, 12 December, 2022

Markets InsightFederal Reserve

Next year’s unpleasant choices confronting the Fed

Central bank might stick officially to 2% inflation target but, in practice, pursue a higher one

Monday, 28 November, 2022

Markets InsightUS economy

The consensus forecast on recession risks complacency

Planning for a range of outcomes is preferable to relying on a shaky prediction

Monday, 31 October, 2022

Markets InsightCapital markets

BoJ’s inevitable pivot looms as a risk for markets

Central bank faces a tricky but necessary exit from its ‘yield curve control’ policy

Monday, 17 October, 2022

Markets InsightGlobal economic growth

A collective will to tackle global challenges needs more tools

IMF meetings yet to align better awareness of major economic problems with the scale of action required

Wednesday, 28 September, 2022

Markets InsightUK economy

UK damage just starting if market disorder is allowed to persist

What the government and Bank of England need to do now before the situation gets even more problematic

Thursday, 15 September, 2022

Markets InsightMarkets

The rollercoaster ahead for the economy and investors

US central bank policy mistakes and market stress are worrisome possibilities in the months ahead

Saturday, 27 August, 2022

Markets InsightJerome H. Powell

Jay Powell is focusing too much on the present

The central banker missed an opportunity to regain control of the Federal Reserve’s policy narrative

Tuesday, 9 August, 2022

Markets InsightUS economy

It is too early to declare risk of US recession is over

Rate rises and the contraction of the Fed’s balance sheet may still pull the rug from under the economy and markets

Monday, 25 July, 2022

Markets InsightEmerging market investing

How to invest in emerging markets

Historically cheap pricing is not enough given the macro headwinds

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