Mohamed El-Erian

The Federal Reserve is increasingly worried about the fragility of the U.S. labor market, signaling a potential shift in the focus of monetary policy as risks to employment begin to rival lingering inflation concerns. A Vulnerable Labor Market “The minutes suggest that the FOMC is somewhat...

The Magnificent Seven stocks staged a powerful rebound Wednesday morning after a ceasefire agreement between Iran and President Donald Trump sparked a broad risk-on rally across global markets.  AAPL stock is up. See the chart and price action here.  Nasdaq Rallies Investors piled back...

In light of the ongoing Middle East conflict, Morgan Stanley has decided to downgrade global equities while upgrading cash and U.S. government bonds. The firm, on Friday, adjusted its rating on global equities to “equal weight” from “overweight”, while...

Economist Mohamed El-Erian has highlighted a critical pressure point in the private credit market following Apollo Global Management‘s (NYSE:APO) decision to restrict investor withdrawals from its $25 billion debt fund. A ‘Notable’ Shift In Private Credit “This is notable...

Mohamed El-Erian, Allianz chief economic adviser, is pointing to widening cracks in private credit markets. He said the signs mirror JPMorgan Chase & Co. (NYSE:JPM) CEO Jamie Dimon‘s earlier “cockroach” warning — and more “bugs” are now in plain sight. El-Erian...

As the U.S. and Israel transition into a sustained air campaign against Iran, Wall Street's top strategists are split on whether the resulting market volatility represents a generational buying opportunity or the beginning of a stagflationary crisis. The Case For Resilience JPMorgan has advised...

A “rational bubble” in AI and a surge in corporate debt are creating a fragile economic environment where minor “accidents” could trigger a broader sell-off. Distinguished economist Mohamed El-Erian warned in a conversation with Yahoo Finance Invest that while the aggregate...

Economist Mohamed A. El-Erian noted on Tuesday that gold has delivered higher returns than Bitcoin (CRYPTO: BTC) over the last five years. Gold Outshines Bitcoin  El-Erian, the Chief Economic Advisor at Allianz, took to X, comparing the performance of the two marquee assets. “This...

President Donald Trump's proposal to purchase $200 billion in mortgage-backed securities is drawing sharp criticism from economists, with warnings that the plan could worsen housing affordability in the long run despite temporarily lowering mortgage rates. ‘People’s QE’ Mortgage...

Leading economist Mohamed El-Erian is calling for sweeping reforms at the Federal Reserve, warning that the central bank’s credibility is at risk following a prolonged period of policy missteps and internal dysfunction in recent years. Fed Admits To Making Mistakes El-Erian, the Chief...

Economist Mohamed El-Erian says the latest news about Tesla Inc.'s (NASDAQ:TSLA) performance in China signals deeper challenges for U.S. corporations operating in the world's second-largest economy. US Companies Face ‘A Stark Strategic Choice’ On Monday, in a post on X, El-Erian noted...

Leading analysts are beaming with optimism on NVIDIA Corp. (NASDAQ:NVDA) and the broader AI trade, following the company’s strong third-quarter performance on Wednesday. Still ‘Early Innings’ For AI In a post on X, Wedbush Securities analyst Dan Ives described the quarter as a...

Another weekend has passed, and it’s time to catch up on the most significant stories that emerged over the past few days. Here’s a quick recap of the key events that unfolded over the weekend. Trump’s $2,000 Dividend Check Plan President Donald Trump‘s proposed $2,000...

Economist Mohamed El-Erian is raising concerns regarding the Trump administration’s decision not to publish the October Consumer Price Index and U.S. jobs report, arguing that the move is likely to spark public suspicion, with markets and policymakers already flying blind. Not Releasing Will...

Prominent economist Mohamed El-Erian is sounding the alarm over the prolonged U.S. Government shutdown, warning that the economic consequences are becoming more severe as the standoff stretches into its 34th day. The Economic Damage ‘Is Intensifying’ On Monday, in a post on X, El-Erian...