Mohamed A. El-Erian

The Context

The Context: Last Week’s Major Developments

So much for a relatively quiet week! The global economy and markets experienced some significant policy developments that may have altered the landscape. Here's the what, the why, and the so what.

The Context: Coming from a Week of Growth Jitters and Valuation Fears

Artificial intelligence’s breathtaking advances rightly captivate us.

The Context

The Context: A Summary of Last Week

The Context: A Summary of Last Week

The Context

The Context

As the political impasse and blame game drag into Day 3 of the US government shutdown, economists and policymakers are assessing the potential impact on the economy.

The Context

This morning’s US economic data confirms a strong economy, with the Federal Reserve’s preferred inflation gauge (PCE) settling near 3%.

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If you thought last week was interesting, wait for this week

The Context: A Week of Highs, Lows, and Baggage

The initial impact of new tariffs on consumer prices has, for many economists, proven surprisingly muted.

The Context: Divergent Views Amidst Economic and Political Crosscurrents