Mohamed A. El-Erian
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.
Central Banks No Longer Cushion Economies and Markets
Emerging markets have faced easier financial conditions in recent weeks after a period of intense pressure.
Offering concessions now could give the Asian giant more time to reduce its dependency.
The Fed’s liquidity injections no longer underpin asset prices, leaving a greater role for fundamentals.
Central bankers and finance ministers gathered in Bali dismiss prospects for a synchronised pickup in growth.
Will U.S. Economic Growth Dip, or Will the Rest of the World Catch Up?
China Resorts to Old Tools for New Economic Problems
The first’s economy is in better shape, but it’s also much bigger and poses a far greater systemic risk.
What the September Jobs Report Will Tell Us
Harvard’s Gita Gopinath will bring fresh thinking to challenges of productivity, debt, capital flows and exchange-rate systems.
Now Europe Should Worry About Higher U.S. Yields
Policy makers will hike rates by 25 basis points and signal a more aggressive path of increases.
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.