Mohamed A. El-Erian
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 64 | Founded | a year ago | Last Issue | 8 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
As the five factors set out in last week’s note played out, recognition is growing that the global economy and financial markets are navigating an increasingly complex and divergent landscape. The events of the pas...
The Weekly Look at the Global Economy and Markets
The Context
The past week underscored, yet again, the striking divergence between record highs for stock markets and continued geopolitical uncertainty and disrupted supply chains.
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The Week Ahead for the Global Economy and Markets
The Context
It was another week where many felt like they were trying to drink from a firehose. This was one of those stretches for the global economy and markets in which the velocity of change outpaced the capacity of some frameworks to...
The Weekly Look at the Global Economy and Markets
The Context: A Tale of Two Realities
Global equity markets experienced a surge last week, fueled by the hope that the “unstable equilibrium” of the Middle East War might not only hold (i.e., the ceasefires between US/Israel and Iran, and b...
The Weekly Look at the Global Economy and Markets
The Context
The War and the Economy
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A week that started with a historic threat from US President Donald Trump to Iran—“A whole civilization will die tonight...
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