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
#economy @washingtonpost.com
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"At least 717 companies filed for bankruptcy through ...
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#economy #markets #success @economist.com
"Bosses should take heed. A hit product can bring a company...
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Per Bloomberg, “Spot silver rose 5.5% to $83.65 as of 7:23 a.m. in Singapore. Gold edged up 0.1% to $4,539.93 an ounce. Platinum added 0.6% and palladium was up 1.5%.”
#Investors #investing #markets #gold #platinum #silver
Wishing you a Happy New Year filled with happiness and health.
www.linkedin.com/pulse/global...
mohamedelerian.substack.com/p/the-global...
#economy #markets
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Please find below the links to the final “Weekly Look” of the year.
It’s a relatively short one in light of the traditional seasonal lull in data releases and policy meetings.
I want to thank you deeply for your readership and engagement over the past year...
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#economy #markets #investing #investors
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Two factors, disappointing performance and high fees, not only drove this migration…
On notable 2025 developments in European bond markets:
Per these FT charts, Italian risk spreads have returned to pre-debt crisis levels and...
There’s been a partial inversion in the traditional “core-periphery” dynamic, as French spreads now exceed those of both Italy and Spain.
"With a steep yield curve, governments are issuing more short‑dated paper....
The consequence is that monetary and fiscal policy have become more tightly linked, because a lower maturity makes government interest expenses more sensitive to central bank rate decisions."
#economy
Not a leaderboard to top when growth and investment dynamics are already under pressure.
Moreover, the longer the economy faces such high borrowing costs, the greater the risk that they will stay elevated or climb even higher.
Reposted by Christian E. Weller
#economy #inequality #divergence #dispersion
US stocks AND foreign stocks
Stocks AND bonds
Government bonds AND high yield bonds
Stocks AND gold
Gold AND other metals.
#economy #investing #investors #portfolio #gold #bitcoin #oil #stocks #bonds
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In short, great as a rising tide lifted (almost) all boats.
Virtually every corner of a diversified portfolio is in the green, ignoring historical correlations.
Specifically,…
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#economy #inflation #affordability
#economy #markets #privatecredit @financialtimes.com
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The Skeptical View: Private credit is expanding into riskier areas that sit outside their traditional expertise and where they lack a comparative advantage. Unlike their bespoke corporate...
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The Optimistic View: These firms, who invest overwhelmingly in advanced countries, are increasingly substituting for traditional banks. By moving this debt off bank balance sheets, they could potentially ...
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According to the Financial Times, “private credit firms snapped up nearly 14 times as much consumer debt this year as in 2024, piling into riskier areas such as credit cards and buy now, pay later debt.”
This shift raises interesting questions, ...
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For more, please see:
www.politico.com/newsletters/... )
#economy #growth @politico.com
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With the current sentiment component falling to its lowest level since February 2021, consumer confidence came in below the consensus forecast—this after a notable upward revision for the prior month.
(I use the term "on the surface" for the soft/hard data disconnect because...
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...
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An example is the latest White House announcement on defense contractors, urging that these firms pivot their capital deployment away from share buybacks and toward industrial capacity and R&D.
#geoeconomics
An example is the latest White House announcement on defense contractors, urging that these firms pivot their capital deployment away from share buybacks and toward industrial capacity and R&D.
#economy
Geo-economics—whereby a mix of geopolitics, national security, and domestic politics exerts a greater influence on economic outcomes than traditional economic and financial factors—has come to the fore in a major way this year.
In some cases, the associated...