Mohamed El-Erian



Jul 21, 2017
The markets’ overall sense of "goldilocks" -- not too hot, not too cold -- explains much of the gap between buoyant stock indexes and lagging economic and policy fundamentals.


Jul 20, 2017
The European Central Bank had many reasons to scale down its exceptional monetary stimulus when its Governing Council met on Thursday. Instead, the central bank held off on doing anything until after the summer. Understanding why sheds light on the dominant influences on...


Jul 17, 2017
The blunt remarks by Jamie Dimon, the highly successful chief executive of JPMorgan Chase, during a conference call on July 14, have triggered a wide range of reactions, from supportive to accusations that he is anti-patriotic.


Jul 14, 2017
Much has been said about Uber's multiple self-inflicted wounds during a period of very rapid growth and that are now being fixed.


Jul 13, 2017
I spend a lot of time on planes and have become ultra-sensitive to changes that can materially improve the travel experience.


Jul 6, 2017
The employment report for June, to be released Friday, won't resolve considerable differences among market segments and economists concerning what lies ahead for the U.S. economy.


Jul 3, 2017
With attractive returns such as haven't been seen for quite a few years, investors in global stock markets have had a very good first half of 2017. Record levels for several widely-followed country indexes occurred in the context of notably muted volatility, adding to the...


Jun 29, 2017
If you apply the insights of the literature on disruptive innovation, last week's fall in oil prices could well place members of the Organization of Petroleum Exporting Countries in a tough spot, and not just in the short term.

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