Mohamed El-Erian

Economists are reacting to President Donald Trump’s latest tariff escalation with China, as well as the subsequent walk-back over the weekend, following the sharp selloff in risk assets on Friday. ‘TACO Strikes Again’ On Sunday, in a post on X, economist Peter Schiff said,...

As gold continues its ascent, surging past the $4,000 per ounce mark on Wednesday, economist Mohamed El-Erian said that this rally isn’t about fear in the markets, but rather a sign of something much deeper. Gold’s Rally Not Due To Investor Anxiety On Tuesday, in a post on X, El-Erian...

As the U.S. government heads into another shutdown, prominent economists are weighing in with their takes, offering fresh warnings while expressing their frustrations. A ‘Pointless Spectacle’ Economist Justin Wolfers of the University of Michigan dismissed the economic impact, calling...

Leading economists are reacting to the Federal Reserve’s decision to cut interest rates by 25 basis points on Wednesday, with some lauding the central bank’s independence, and others warning of difficult times ahead. A Perceived Shift In The ‘Balance of Risks’ Economist...

While consumers have been largely shielded from the immediate price hikes expected from the latest round of U.S. tariffs, a period of reckoning may be approaching, according to top economist Mohamed A. El-Erian. Tariff-Related Price Increases Could Be Felt Unevenly Across Economy In a recent...

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...