Mohamed A. El-Erian
Institutions in several countries resist political pressure. But for how long?
Here’s a summary scorecard of post-crisis accomplishments, unfinished business and unintended consequences.
With great caution, one can hope for calmer days ahead for emerging markets but must plan for probability of renewed volatility.
Argentina Needs Expanded IMF Help to Contain Currency Crisis
With Nafta deal hanging loose, Trump’s trade approach is getting tougher and reaching an agreement with China is necessary.
U.S central bank will hike interest rates two more times this year, making it the biggest annual tightening in more than a decade.
The Biggest Risks for U.S. Equity Investors
There are 7 main issues that traders, investors, governments and central banks should keep in mind in times of a slumping lira.
The market has had to deal with so much in recent weeks. But that creates big opportunities for investors, writes El-Erian.
The central bank meets this week and probably will go out of its way to demonstrate independence.
There won’t be a rate hike, but the bank could tweak its hints to markets.
Financial markets were of two minds last week about the impact of mounting trade tensions between China, U.S.
Powell Faces a Delicate Balance in Testimony to Congress
The jobs report has become more than just a snapshot of the health of a key part of the U.S. economy.
Investors Are Right to Take Mexican Election in Stride
Financial markets seem a lot more sensitive to possible political and geopolitical developments.
The U.S. economy continues to pick up, while Europe is hitting a soft patch, if not decelerating.
Both central banks will continue to unwind their extraordinary measures, but at different paces.
The European Central Bank is set to announce Thursday its plans for balance-sheet management in 2018.
The probability of disruption isn’t limited to poorly managed economies and/or those lacking strong balance sheets.
Jobs Are Booming. Are Wages Next?