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Mohamed A. El-Erian
President, Queens' College, Cambridge University. Chief Economic Adviser, Allianz. Chair, Gramercy Funds Mng. Wharton Professor. Lauder Institute Senior Fellow
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Mohamed A. El-Erian 10h
Via the Financial Times , yet another example of the troubling side effects on years of ultra loose monetary policy: A dramatic rise in “covenant-lite” loans.
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Mohamed A. El-Erian 11h
Worth keeping an eye on the higher and steeper trend in yields on US government . Per these charts, the higher yields have occurred in the context of steeper 2s-10s/2s-30s yield curves. Comes when growth is moderating and, if it continues, complicates policy.
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Mohamed A. El-Erian 11h
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Mohamed A. El-Erian 11h
A hybrid global conference.
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Mohamed A. El-Erian 14h
Half a year after the US shock first hit US , passenger activity at this airport ( , County, ) is yet to recover in any meaningful way: September is down 68% compared to the same month last year (-63% YTD over the same 2019 period).
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Mohamed A. El-Erian 15h
. joins others in going beyond just highlighting the big/growing disconnect between finance (Wall Street) and the real economy (Main Street) It rightly notes that this disconnect is "unsustainable" and, if left unchecked, will result in "a backlash against business."
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Mohamed A. El-Erian Oct 20
Love this classic jersey. Thank you so much Phil.
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Mohamed A. El-Erian Oct 19
A real treasure — the Fitzwilliam museum.
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Mohamed A. El-Erian Oct 19
Chart from the on the increase in debt-to-GDP rations. This (necessary and mostly unavoidable)surge would prove problematic down the road if growth does not recover in a much more pronounced, sustainable and inclusive manner.
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Mohamed A. El-Erian Oct 19
Financial headlines can be a real pain to maintain when markets move. Here is an example. The first part was changed from stocks rising to stocks falling. The second part — the reason why — was not.
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Mohamed A. El-Erian Oct 19
Afternoon break ... and ahead of a change in weather that is expected to include rain, wind and a drop in temperature.
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Mohamed A. El-Erian Oct 19
Historically, this sort of graph of weakness has been a loud warning signal for policymakers of further economic/financial challenges. In this case -- that of -- it is taking place in the context of tighter restriction, lower reserves and a widening parallel rate.
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Mohamed A. El-Erian Oct 19
Thanks Notable that has been taking a relatively "hands off" approach to this given the prospect of a still-challenging global environment, particularly due to a weakening recovery in Europe and the likelihood of more trade/investment tensions with the US.
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Mohamed A. El-Erian retweeted
Squawk Box Oct 19
"When we came over we were shocked, honestly, to see how few people wear masks," says . "It is really hard to get people to focus on the collective responsibility for a long time."
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Mohamed A. El-Erian retweeted
Squawk Box Oct 19
"The important thing is can we go beyond just monetary and fiscal," says . "Growth ultimately is what gets us out of this mess."
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Mohamed A. El-Erian retweeted
Squawk Box Oct 19
"What's scary is this time around it is not just the worsening of the inequality of wealth. It's the worsening of the inequality of income as well," says . "The worst one--the one I worry about most is the inequality of opportunity."
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Mohamed A. El-Erian Oct 19
Factoid via : The yield on 10-year US government is the same this morning as on March 23, the low for the S&P. Of 3 possibilities why -- its "wrong" today, it was wrong back then and it's due to measures -- I opt mainly for the third. You?
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Mohamed A. El-Erian retweeted
Squawk Box Oct 19
"In the short term this market is going to go higher on the back of the stimulus hope, and on the back of the expansion in the Fed's balance sheet," says . "The longer term question is Europe a leading indicator?"
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Mohamed A. El-Erian Oct 19
Posted earlier: Thoughts on why ’s standoff between the central government and is Indicative of a bigger challenge that several other countries will face.
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Mohamed A. El-Erian Oct 19
The video link to the panel last week on "Navigating Policies for Reviving the Post-COVID Macroeconomy."
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