What Mohamed EL-ERIAN got SO wrong about...

Ray Dalio says the United States is approaching a debt crisis, or maybe is already in one. The government knows UST demand is becoming a problem, so the argument goes, and it is quietly trying to control the bond market with buybacks before the situation gets out of control.But w ... Show More

Walmart's stock got punished this week for confirming what the mainstream said was impossible. And it wasn't the only retail giant to gently sound the alarm. For all the talk of "resilience", it isn't found in these latest reports - nor the bond market.Eurodollar University's con ... Show More

The credit cycle isn't really about blue owls, instead a gray swan. Nvidia isn't just in the news for its stock trading at a tremendous discount, it's how the company and all the money surrounding connect what might seem disparate dots all throughout the system, and in so doing p ... Show More

<p>Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins&nbsp;them&nbsp;to discuss what the Fed got right and wrong abo ... Show More

Okay, almost everybody. The Biden administration was wrong. Many critics of the Biden administration were also wrong. The Federal Reserve was wrong. Investors were wrong. Banks were wrong. And Bitcoin investors weren't exactly right, either. How did everybody miss the most import ... Show More

Leading economists Mike Spence and Mohamed El-Erian talk about the “pretty complicated and disorienting environment” we face.  In this episode of the McKinsey Global Institute’s Forward thinking podcast, co-host Michael Chui talks with A. Michael Spence, dean emeritus of the Stan ... Show More

Mohamed El-Erian, a Bloomberg Opinion contributor, says the US economy is slowing faster than the Federal Reserve expects. He spoke with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information. 

In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can solve its debt problem. We also delve into stablecoins buying US debt, Bitcoin’s potential as a neutral reserve asset for global ... Show More

<p>“From the U.S. Federal Reserve’s initial misjudgment that inflation would be ‘transitory’ to the current consensus that a probable U.S. recession will be ‘short and shallow,’ there has been a strong tendency to see economic challenges as both temporary and quickly reversible,” ... Show More

<p>What is the best way to measure National Debt Sustainability, and how does the US do on those metrics compared to other countries? In the first episode of the new season, hosts and finance professors Jonathan Berk and Jules van Binsbergen speak with guest Mohamed El-Erian abou ... Show More

Bloomberg Opinion Columnist Mohamed A El-Erian provides his insights to Jerome Powell's speech and the overall economic outlook with Bloomberg's Jonathan FerroSee omnystudio.com/listener for privacy information.