Mohamed A. El-Erian
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 86 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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mohamedelerian.substack.comLatest Issues
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...
Why the Treasury Yield Surge Shouldn’t Be as Big a Surprise as It Is
It is striking how many market participants have been surprised by the recent surge in US yields. The fundamental drivers have been evident for some time:
Borrowing plans for major issuers, such as the government and large corporates (part...
The Weekly Look at the Global Economy and Markets
The Context: A look at Last Week
Global financial markets ended the week in a delicate and uncertain position after sovereign bond yields rebounded and volatility returned across global energy benchmarks. The situation was compounded over...
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