Professor, Wharton School, and Senior Fellow, Lauder Inst (both at UPenn). Allianz Chief Economic Advisor. Chair, UnderArmour Board of Directors. Board member, NBER. CFR. Former co-CIO/CEO PIMCO and President, Queens' College, Cambridge University. .. more
Professor, Wharton School, and Senior Fellow, Lauder Inst (both at UPenn). Allianz Chief Economic Advisor. Chair, UnderArmour Board of Directors. Board member, NBER. CFR. Former co-CIO/CEO PIMCO and President, Queens' College, Cambridge University.
Mohamed Aly El-Erian is an Egyptian-American economist and businessman. He is President of Queens' College, Cambridge, and chief economic adviser at Allianz, the corporate parent of PIMCO where he was CEO and co-chief investment officer (2007–14). He was chair of President Obama's Global Development Council (2012–17), and is a columnist for Bloomberg View, and a contributing editor to the Financial Times. El-Erian was a candidate in the 2025 University of Cambridge Chancellor election, coming second. .. more
For details, please use one of the two links below to access my weekly look at the global economy and markets:
mohamedelerian.substack.com/p/the-weekly...
www.linkedin.com/pulse/weekly...
#economy #markets
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#economy #oil #energy #markets @financialtimes.com
Many will view this as yet another addition to an already long list of institutional missteps by the Powell-led Fed.
#federalreserve
#economy #markets #yields #mortgages @wsj.com
In a characteristically humble and well-written letter to Berkshire shareholders (below), Warren Buffett reflects on his tenure, passes the Chair role to Howard Buffett, and reaffirms his confidence in Greg Abel.
#economy #warrenbuffett
Meanwhile, media reports indicate that Aramco, the Saudi oil giant, has informed European refiners to expect no crude deliveries in October.
#oil
(CNBC chart below).
#economy #markets
#japan #boj #centralbanks
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The signaling accompanying the Bank of Japan's rate hike sent the Yen weaker:
In a widely expected move, Japan’s central bank raised interest rates by 25 basis points to their highest level since 1995.
Yet, as the signaling regarding future...
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3. An economy in multi-year transition, reshaped by technological change and geo-economics.
Rather than opting for just one of these, consider the world of the in-between:
www.nytimes.com/2026/09/17/o...
#economy #markets @nytimes.com
Depending on where you look, the current U.S. economy can be characterized in one of three ways:
1. An economy in equilibrium, anchored by forces of mean reversion.
2. An increasingly unstable equilibrium, driven by diminishing financial and physical buffers....
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www.cnbc.com/video/2026/0...
#economy #markets @cnbc.com #FederalReserve