Mohamed El-Erian

The US government needs to reassure markets.

The US government needs to reassure markets.

Markets have been trained to expect lower rates at the first sign of volatility. Powell mustn’t give in to temptation.

Downward revisions to growth projections are just beginning.

The central bank needs to be open to reconsidering what’s appropriate in a world where adverse supply shocks are more common.

It’s only a matter of time before economists start slashing growth forecasts for the American economy.

The president’s trade policies may have unintended hazards, ranging from stagflation to the erosion of US influence on the global stage.

Policymakers will likely avoid thorny questions on the economy and Trump’s criticism of the central bank — at least this month.

Mean reversion in markets is far from guaranteed in a world of economic dispersion and tech exceptionalism.

Britain must think strategically about trade and investment to set the right tone with the incoming US president.

Yield increases show that investors are closely watching whether advanced economies have the ability to deal with high debt and rising borrowing costs.

Emerging economic realities should force the central bank to rethink its policy approach.

Europe’s second-largest economy is not on the brink of an economic and financial crisis. That’s not to say political turmoil won’t touch the economy.

The first is a steadier hand on the policy wheel and the second is abandoning the “only game in town” mindset.

There’s so much uncertainty that few are prepared to make big bets on anything — for now.

Beijing is looking less to energize household consumption confidence and more to limit an economic slowdown.

September's labor market report shows economists are missing important drivers of US strength. Here's why they keep getting it wrong.

Keir Starmer’s government needs to combine caution and piecemeal announcements with some optimism about where the country is headed.

The UK government’s laser focus on growth is being undermined by endless debates on individual fiscal measures.

The Kansas City Fed’s conference is a golden opportunity for the world’s most important central bank to regain control of the policy narrative.