Mohamed A. El-Erian
Despite strong U.S. jobs data, investors expect the central bank to stop hiking this year and cut in 2020 and 2021.
Beware: The rally at the end of last week might not signal the end of the downward trend.
Powell must re-establish the central bank as a source of market stability, not volatility.
Slight contraction in China’s December PMI confirmed that the country has also been slowing.
The Federal Reserve is now being blamed for fueling financial market instability, risking derailment of U.S. economy.
Missteps and mismanagement by the country’s leadership pose a growing risk.
The Tale of Theranos’ Downfall Highlights the Perils of Blind Faith
The U.S. central bank reaffirmed that its focus remains firmly domestic and economic.
The Game theory provides important insights into May’s current negotiating approach and why a solution has remained challenging.
It’s going to get harder to be friends with both global economic giants.
Fed Starts Getting Pulled in Different Directions
Faster wage growth that leads to a higher labour-participation rate would be good news for the economy, markets and the Fed.
The G-20 Summit in Argentina ended without fireworks involving the U.S.
The Trump-Xi Meeting Isn't Just About Economics
National security considerations and domestic politics stand in the way of a rational resolution of the trade dispute.
The organization has proven unwieldy and ineffectual, so all attention will be on the leaders of world’s two biggest economies.
Prices are falling due to uncertainty about demand, increased production and skepticism about OPEC’s determination to curb output.
The U.S. economy’s gains are offset by sluggishness in Europe and worries about China.
Fiscal stimulus is powering US household income, consumption. But Europe, Japan can’t seem to capitalise on a pickup in growth.
7 Takeaways From the U.S. Jobs Report
The data for October will show the economy is still roaring, but the good news won’t tame market volatility.