Mohamed A. El-Erian
28.1K posts
Mohamed A. El-Erian
@elerianm
Rene M Kern Prof of Prac at Wharton. Allianz Advisor. Gramercy Chair. Chair of UnderArmour Board. Former Pimco CEO/co-CIO and President of Queens' Col Cambridge
- This chart, illustrating how central bank direct holdings of gold now exceed those of U.S. Treasuries for the first time in some thirty years, is attracting significant attention. #gold #centralbanks #markets #bonds
- And just like that, the yield on the 10-year US government bond, a global benchmark, is back at 4%. #economy #markets #investing #investors
- Today, it is 102 years since my dad was born. While he passed suddenly 42 years ago, his inspiration and influence are as strong today as they were then. I am eternally grateful to him for his love, his encouragement, his kindness, his support, and the example he set for us all.
- Earlier today, we said goodbye to our amazing and much-loved Bosa — the best dog our family could have ever wished for. There is no way to adequately describe the joy and love that Bosa brought into our lives. For the past 14 years, she was always there for us—full of happiness,
- An independent #FederalReserve is critical to the well-being of the US #economy. Having said that, it is getting harder to justify such independence when four big operational errors (of analysis, forecasts, actions and communication) are accompanied by a lack of accountability.
- Forgive me for sounding like a broken record, but today’s market action is so illustrative of something I've been trying to convey for a while now. The notable thing about gold today isn’t just that its price hit yet another record high, but how it has done so: Gold is surging
- Judging from the images on the news of large crowds in public spaces, the next few weeks’ infection/hospitalization numbers out of some US states will shed light on the following: either we are re-opening with insufficient health safeguards or the lockdown was a big overreaction.
- If you have a few minutes, may I please ask you to read this (link below)? This is only the second time since I've been tweeting that I make such an ask...and do so because,by being informed about what's ahead, we stand a better chance of responding better bloomberg.com/opinion/articl…
- What insights does Game Theory offer on the U.S. tariff policy approach? I can think of at least two: 1. Given the relative strength of the U.S. and the relative weakness of many other countries—both cyclically and structurally—the approach promises gains for America in the
