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    Mohamed El-Erian

    Mohamed El-Erian

    Mohamed El-Erian

  • How to think about what's happening in the stock market right now

    Stocks have surged from their March lows, driven by a confluence of factors. Allianz's Mohamed El-Erian walks us through what's going on.

  • Buffett versus the Fed: What’s better for markets?

    Before private investors like Warren Buffett could act during the crisis, the Federal Reserve swooped in.

  • The Federal Reserve takes its crisis management game up several notches: El-Erian

    By activating emergency financing windows and by being open to adapt them as needed, the Fed took up its crisis management game several notches. For that it should be strongly commended.

  • It will get better, but after we feel even more unsettled: El-Erian

    News about the further spread of the coronavirus points to the possibility of another volatile week, especially as policymakers scramble to catch up with the economic and social damage being inflicted by the virus.

  • Six things investors should remember amid extreme stock market volatility: El-Erian

    News about the further spread of the coronavirus points to the possibility of another volatile week, especially as policymakers scramble to catch up with the economic and social damage being inflicted by the virus.

  • Make no mistake, the Fed will pay a premium when it cuts rates this month

    The Federal Reserve faces dilemmas as it decides by how big much it should cut interest rates at the end of this month (yes, it’s not a question of whether they will cut but by how much).

  • Economists and markets disagree, and they are both right … for now

    The weekend deal was a “goldilocks” outcome: good enough to stop a further escalation in the tariffs’ tit-for-tat that hampers trade and slows global growth; but not too good to dissuade the Federal Reserve from cutting interest rates. As such, investors feel comfortable putting more of their money at risk in surfing what has been a remunerative multi-year liquidity trade.

  • El-Erian: Why the stock market had such strong week

    Understanding the dichotomy between strong stock performance despite worrisome news speaks to the strength of the forces that have already delivered handsome rewards to financial risk takers.

  • El-Erian: Here are my main takeaways from Warren Buffett’s letter

    Yahoo Finance reached out to Mohamed El-Erian to get his take on today’s release. Spending part of a Saturday morning reading Warren Buffett’s annual letter to shareholders is one of my cherished traditions.

  • EL-ERIAN: The bigger signal from the Fed this week

    Fed Chair Janet Yellen addresses the Executives’ Club of Chicago, Friday, March 3, 2017, in Chicago. Both general and specialized media outlets (including the front pages of the Financial Times, the New York Times and the Wall Street Journal) have provided quite comprehensive coverage of this week’s policy signaling by Fed officials which, yesterday, culminated in quite explicit messages from the top leadership (Chair Janet Yellen and Vice Chair Stanley Fischer). Having said that, there may well be something that, at least as of now, is not getting enough attention in the otherwise comprehensive media coverage of Fed signals: that is, an ongoing and gradual shift in the Fed’s policy regime.

  • El-Erian: 4 things to know about the longest stock market selloff since 1980

    1. This is not the major stock market “correction” that quite a few professionals have been concerned about. Instead, it has been a remarkably orderly and gradual repricing of risk on account of higher political uncertainty for markets that had positioned itself early for a high probability Hillary Clinton victory next week. 2. The rise in political uncertainty is but one of the many “unusual uncertainties” facing the markets (and the economy more generally).