Mohamed A El-Erian

Tariff war: The global trade game

Supply chains now can have as many significant international links as domestic ones, and a substantial share of internal demand is being met by products partly or wholly produced abroad.
The World Order: Saving the shrinking middle

There was a time when many regarded being in the middle of the distribution—socially, politically, and in the business world —as a favourable, stabilising and desirable outcome.
Globalisation blues: Working towards the next economic paradigm

For decades, the Western world put its faith in a well-defined and broadly accepted economic paradigm with applications at both the national and global levels.
How the downside risks for oil prices have shifted from the demand-side to the supply side

Shale, likely reversal in dollar strength and production indiscipline by Opec members like Venezuela may beat down prices again.
Threat of financial crisis lower than risk facing growth; no Minsky Moment for China

Zhou Xiaochuan, the long-serving and respected governor of the People’s Bank of China, raised eyebrows last week when he cautioned that the country could have a “Minsky Moment” if “we are too optimistic when things go smoothly”.
Why YOU are not being clever by washing down oil, grease down kitchen sink; know the threat

They often acted as if the crisis was merely a cyclicalshock, and assumed that the economy would bounce back in a V-like fashion, as it had typically done after a recession. Thus, they did not regard the financial crisis as a secular or epochal event. The result was that they designed their policy responses to be “timely, targeted, and temporary”.
An IMF bridge to somewhere for Greece?

The International Monetary Fund has resurrected an old technique—commonly used in the 1980s during the Latin American debt crisis—that would allow Greece to avoid a payment default next month on debt owed to European creditors.
America’s confidence economy

The economy awaits a solid timeline for policy announcements to evolve into detailed design.
Toxic politics vs better economics

Anti establishment movements and figures have been quick to seize on this frustration, using inflammatory and even combative rhetoric to win support
Rise of nationalistic politics: Managing the economic fallout

Had Britain’s leaders rushed to dismantle long-standing trading systems and other arrangements with the EU before developing a credible alternative, the situation could have been much more volatile.
An opportunity for Egypt and IMF

With rapid urbanisation, the demand of potable water in Delhi is increasing at an alarming rate. Available potable water is not sufficient to meet the growing demands of Delhi.
Unburdening the FB generation

Rather than using the 2008 crisis to catalyse change, we rolled over and went back to doing more of the same
Latin America’s rising right

From changes in government in Argentina and Brazil to mid-course policy corrections in Chile, Latin American politics
Column: Towards economic diversification

It focuses on enhancing non-oil revenue, reducing spending and increasing national wealth.
Column: Time for debt reduction in Greece

By not acting on the debt overhang, the country and its creditors have created a situation that disappoints everyone
Column: The Brexit muddle

Many of the issues that should shape the referendum’s outcome are still subject to a high degree of uncertainty
Is the perfect storm over for markets?

While relative calm has returned to financial markets, the three causes of volatility are yet to dissipate
Column: The end of the new normal?

If policymakers implement a comprehensive response, their economies will be on a more stable & prosperous path.
Column: The Chinese economy’s Great Wall

In pursuing its domestic objectives, the country risks inadvertently amplifying global financial instability
Column: Argentina’s economic Big Bang

It prioritised aggressive price liberalisation over demand management and financial assistance.
Column: The great policy divergence

There are very few mechanisms to manage the global repercussions of Fed tightening and ECB easing
Column: America’s education bubble

The return on investment in education is falling, because the economy is growing slowly and changing rapidly
Column: Govts’ self-disruption challenge

Political and economic structures are, in some ways, specifically designed to resist deep and rapid change
Column: Refugees and reform in Europe

The refugee crisis is a historic challenge that offers historic opportunities
Column: Oil’s new normal

Over the next few months, the US will alter its supply & demand to put a floor under oil prices
Column: In defence of Varoufakis

The essence of the former Greek finance minister’s agenda was—and remains—largely correct
Column: Shelter from the storm in Europe

Europe must confront the Greek crisis, Russia’s incursion in Ukraine, and the rise of populist political parties

Budget 2018

Horoscope: By Peter Vidal

Today ( 26 Apr )This Week ( 22 Apr - 28 Apr )

Mohamed A El-Erian

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