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Mohamed A. El-Erian

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Latest Issues

The Weekly Look at the Global Economy and Markets

We are closing out another interesting week, this time featuring shifting geopolitics, solid US economic data, and sharp technical market forces (especially in Asia).

The underlying story remains one of divergence with a twist: a resilient...

7 days ago
49
1

The Weekly Look at the Global Economy and Markets

Happy Father’s Day to everyone celebrating, and my heart goes out to those who are remembering the ones they’ve lost.

Context: The Past Week

Thanks for reading! Subscribe for free to receive new posts and support my work.

Throughout the...

13 days ago
50
2

The Weekly Look at the Global Economy and Markets

The Week That Was: From Geopolitics to SpaceX

It was a week that started with intense geopolitical focus and ended with a corporate milestone—the SpaceX IPO, which is expected to be followed by those of Anthropic and OpenAI later this year...

21 days ago
60
1

The Weekly Look at the Global Economy and Markets

The Context: A Look Back

Financial markets closed out the week with a sharp selloff in both stocks and bonds. This late-week market slide—punctuated by the Nasdaq dropping 4% on Friday in its largest single-day decline in over a year—was n...

a month ago
72
4

The Weekly Look at the Global Economy and Markets

The Context

The past week capped off a highly active month for global markets, marked by a complex interplay among geopolitical developments, shifting energy markets, divergent economic data, and strong corporate earnings, reinforcing the...

a month ago
64
2

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