Mohamed A. El-Erian
The markets suddenly seem less confident about their ability to shrug off political factors.
The Fed is likely to raise interest rates by 25 basis points, renew its commitment to two more hikes in 2018
Five indicators that can help assess whether volatility would lead to more stable markets.
What the February U.S. Jobs Report Could Reveal About the Economy
Japan and Europe have experienced strong growth, but don’t expect big changes.
Markets parsed Powell’s comments to discern whether Fed would stick to three rate hikes this year or opt for four.
The central banks agree on the economic outlook, but part ways on the threats.
Investors shouldn’t yearn for a return to the comforting calm of 2017.
Three Lessons for Investors in Turbulent Markets
Before recent turmoil, U.S. stocks went more than 400 days without a 5 percent drawdown
The Bank of England signaled that it will continue to shift toward less stimulative policies.
Fed policy makers are likely to reinforce the expectation of three hikes this year.
The Jobs Report Matters Even More These Days
In the last few years, investors have ignored expert advice about a long list of issues.
Draghi Acknowledges Twin Policy Challenges
Higher and more volatile yields, particularly when compared to 2017, should be part of the baseline for this year.
Europe and Japan could counter the greenback’s decline.
The Broader Ramifications of Wal-Mart's Wage Hike
U.S. Needs a Well-Designed Infrastructure Plan
Nine expected events didn’t materialize in 2017, leading to a banner year.
Now Is Not The Time to Worry About the Yield Curve