In an interview with Bloomberg, bond market veteran Mohamed El-Erian advises investors to cut equities and “take some money off the table” over the next 12 months, adding that he…
Tag: Mohamed El-Erian
Buying The Dip No Longer A Sure Thing
The question of whether to buy the current dip is intrinsically associated to the outcome of Russia’s invasion of Ukraine, writes Mohamed A. El-Erian in an opinion piece for Bloomberg.…
Titans Of Wall Street Warn Of Next Big Risks
What are three of the biggest stars on Wall Street worried about over the next 5 to 10 years? Bloomberg asked that question of Cathie Wood (founder, ARK Investment Management),…
Global Economy Hooked on Debt Needs More to Revive Growth
As policy makers across the globe face low growth and piles of debt, taking on more debt seems to be the favored strategy to reviving their economies. This according to…
Warning from El-Erian: Negative Interest Rates Would Be Disastrous
In response to the recent yield curve inversion, Allianz chief economic adviser Mohamed El-Erian warned that negative yields in the U.S. could wreak as much havoc as political upheaval. This…
Some Market Liquidity is Imaginary
A recent article by Bloomberg columnist Mohamed El-Erian warns investors to take a cautionary—and macro—view of a market that has “grown too comfortable and too complacent operating in the ample…
El-Erian on the Meaning of the Market Rebound
A recent article by Bloomberg columnist Mohamed El-Erian discusses the implications of the robust rebound in U.S. stocks that occurred earlier this month, noting that it “raised several questions related…
El-Erian: Factors that Could Disrupt Global Growth
A recent Bloomberg article by Allianz chief economic adviser Mohamed -Erian outlines recent global developments that have “exposed cracks in a seemingly happy” market environment, including: “Brexit, tariffs, currency meltdowns…
Stocks Aren't Reflecting Improving Earnings
An article in Bloomberg addresses the question as to why “impressive corporate earnings results nor the synchronized pickup in global growth nor record levels of stock buybacks by companies has…
Allianz's El-Erian Says to Scale Back Risk
Can President-elect Trump deliver on fiscal stimulus and job growth after taking office next month in the face of a fractious American Congress? The question, posed in last week’s Bloomberg,…
