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  1. Business News
  2. Authors
  3. mohamed a el erian

Mohamed A El-Erian

The Covid-19 shock has raised our collective awareness and sensitivity to low-probability, high-impact “tail risks.
The Covid-19 silver linings playbook

While the immediate focus is on Covid-19 vaccines and therapies, the research currently underway could produce a host of other…

By Mohamed A El-Erian
September 19, 2020 06:05 IST
US dollar, US economy, world reserve currency, DXY index, US Federal Reserve, European Union, Eurozone, European Central Bank
Reading the dollar doldrums

A sharp decline in the relative value of the dollar this year has been met with cheers from those hoping…

By Mohamed A El-Erian
August 17, 2020 07:56 IST
The economic and financial implications of Covid-19 are uniting three segments of the US economy in decoupling from China.
US-China: Is a “rivalry partnership” possible?

The multifaceted decoupling process will create economic headwinds for both the US and China. However, China is more vulnerable, because…

By Mohamed A El-Erian
July 23, 2020 06:15 IST
Here, the US, as the world’s largest economy, has an important leadership role.
Covid-19 crisis: Post-pandemic economic leadership begins in the US

US policymakers should work together to restore their country’s global economic leadership by improving the functioning of the rules-based global…

By Mohamed A El-Erian
June 25, 2020 06:45 IST
Globalisation is facing a three-strikes-and-out situation

Advocates of globalisation should focus on finding ways to manage an orderly and gradual process of partial deglobalisation.

By Mohamed A El-Erian
May 19, 2020 04:00 IST
While Sub-Saharan Africa is not without some defences—including strong family networks and cultural resilience, as well as lessons learned from the Ebola crisis—there is a real risk that this Covid-19 shock would lock it in a race between deadly hunger and deadly infections.
Coronavirus pandemic: Saving the developing world from COVID-19

The corona-crisis could fuel more migration from low-income developing countries than current forecasts predict, and exacerbate financial-market instability

By Mohamed A El-Erian
April 22, 2020 05:45 IST
coronavirus, Covid-19, developing economies, modern economies, economic survey, direct bailout programs, indian economy
Economics vs Covid-19: The question of how to get cash to the intended recipients is not as straightforward

The more that economic thinking advances to meet changing realities, the better will be the analysis that informs the policy…

By Mohamed A El-Erian
April 2, 2020 08:53 IST
The ECB, too, pushed its interest-rate structure further into negative territory and restarted its asset-purchase program.
Worldwide, Central banks face a year of challenges

Long-term economic well-being, and financial stability call for comprehensive multi-year engagement using structural, fiscal, and cross-border tools

By Mohamed A El-Erian
January 23, 2020 01:30 IST
Middle East crisis, US President, Donald Trump, Qassem Suleimani, Soviet Union, World Trade Organization, Ronald Reagan, USMCA, European countries
Middle East crisis: Is US Presidnet Donald Trump’s Iran strategy working?

The US may have made some gains, and even avoided, for now, the greatest immediate risk of a destabilising conflict,…

By Mohamed A El-Erian
January 22, 2020 05:00 IST
The global economy’s luck may run out

Unfortunately, a policy push that could improve and clarify the medium-term outlook is unlikely. The US is entering a tense…

By Mohamed A El-Erian
December 28, 2019 02:04 IST
Christine Lagarde’s edge is Europe’s opportunity

Lagarde brings a uniquely well-suited skillset to the challenge of avoiding a second lost decade of low, insufficiently inclusive eurozone…

By Mohamed A El-Erian
Updated: October 2, 2019 06:46 IST
How Argentina has fallen back into an avoidable crisis

The country has fallen back into an avoidable crisis because its economic and financial foundations have not changed significantly since…

By Mohamed A El-Erian
Updated: September 12, 2019 07:25 IST
Are central banks losing their big bet

These developments highlight how newly salient political issues are impinging on policymaking, rendering economic prospects even more uncertain.

By Mohamed A El-Erian
July 23, 2019 01:56 IST
Sovereign Bond, Arvind Virmani, EGROW Foundation
America’s unusual recovery: Now also its longest

Owing to this strength, America has become increasingly assertive in pursuing national objectives abroad, including by circumventing long-standing cooperative and…

By Mohamed A El-Erian
July 5, 2019 01:59 IST
inflation, bond markets, global bonds, US Treasuries, US Treasuries, US unemployment rate, labour market, US Federal Reserve, QE bond purchases
Inflation could return: Investors and policymakers are ignoring structural factors

We are in the middle of a multi-stage process in which strong disinflationary supply-side forces eventually give way to the…

By Mohamed A El-Erian
Updated: June 7, 2019 06:58 IST
Western nations can avoid the Japan trap

When crafting the required comprehensive policy response, economies must recognise that the hurdles are a lot less technical, and a…

By Mohamed A El-Erian
April 11, 2019 02:01 IST
Reimagining the Davos conference: Making the summit forward looking, again

Year after year, the focus of the conference has ended up more backward-looking than forward-looking and the delegates should, instead,…

By Mohamed A El-Erian
February 6, 2019 00:31 IST
Challenge for central banks: The Fed and the ECB are retreating from the business of ensuring market calm

This might be more along the lines of what the Bank of England does with its quarterly inflation report.

By Mohamed A El-Erian
January 2, 2019 01:38 IST
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