Mohamed A. El-Erian
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 88 | Founded | 2 years ago | Last Issue | 12 days ago |
| Active | |||||
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mohamedelerian.substack.comLatest Issues
The Weekly Look at the Global Economy and Markets
The Context: A Look Back
Over the past week, financial markets were once again gripped by an ongoing reassessment of return on investment (ROI) in the technology sector and its massive funding needs. As investors revisited previously comfo...
The Weekly Look at the Global Economy and Markets
The Context: A Look Back
Usually, three hotter-than-expected inflation data releases would exert upward pressure on government bond yields. Yet, this past week, we witnessed the opposite: yields fell despite hotter-than-expected CPI, PPI,...
The Weekly Look at the Global Economy and Markets
The Context
We are coming off a curious week in which more of the same was accompanied by developments that, not so long ago, were considered unlikely, if not unthinkable.
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The Weekly Look at the Global Economy and Markets
The Context
The transition from September to October brought a brief respite for weary fixed-income investors – even as tech stocks pushed the NASDAQ to a new record high. That said, the structural repricing of sovereign risk began to have...
The Weekly Look at the Global Economy and Markets
The Context: A Review of Last Week
If there was a single defining feature of the past week, it was the remarkable resilience of the equity market amid surging government bond yields. Led by the United States, sovereign borrowing costs acro...
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