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<title><![CDATA[Mohamed El-Erian - Articles - RealClearPolitics]]></title><link>http://www.RealClearPolicy.com/authors/rss/archive/16347.xml</link><description><![CDATA[Mohamed El-Erian]]></description><category domain="16347">Author</category><item>
							<title><![CDATA[The Opposing Forces Reshaping Global Finance]]></title>
							<link>https://basispointinsight.com/Story/the-opposing-forces-reshaping-global-finance_1fe4c3cca5af.html</link>
							<guid><![CDATA[https://basispointinsight.com/Story/the-opposing-forces-reshaping-global-finance_1fe4c3cca5af.html]]></guid>							
							<pubDate>Tue, 29 Sep 2026 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Financial technology is accelerating global integration, while geopolitical tensions are driving fragmentation. How will these opposing forces reshape finance over the next five years?'&#'.ord('Ã').';''&#'.ord('‚').';' '&#'.ord('Ã').';''&#'.ord('‚').';']]></description>
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							<title><![CDATA[Warsh Is Being Misread]]></title>
							<link>https://www.ft.com/content/aea25d0e-f7f8-484c-b186-57775e635aa7</link>
							<guid><![CDATA[https://www.ft.com/content/aea25d0e-f7f8-484c-b186-57775e635aa7]]></guid>							
							<pubDate>Fri, 07 Aug 2026 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Imagine that, as a result of an activist investor campaign, you are suddenly installed as the chief executive of a company that has missed its targets for five straight years and experienced a number of embarrassing operational lapses. Or imagine that, much like UK Prime Minister Andy...]]></description>
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							<title><![CDATA[Bessent Says Days of U.S. Being 'Played' Are Over]]></title>
							<link>https://www.nytimes.com/2026/07/07/opinion/scott-bessent-trade-economy.html</link>
							<guid><![CDATA[https://www.nytimes.com/2026/07/07/opinion/scott-bessent-trade-economy.html]]></guid>							
							<pubDate>Wed, 08 Jul 2026 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Treasury Secretary Scott Bessent delivered a remarkably important'&#'.ord('Ã').';''&#'.ord('‚').';' speech'&#'.ord('Ã').';''&#'.ord('‚').';' on June 23 at the Economic Club of New York. Yet neither Wall Street nor most of the economic profession seems to have paid it enough attention.'&#'.ord('Ã').';''&#'.ord('‚').';']]></description>
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							<title><![CDATA[Jerome Powell's Mixed Legacy]]></title>
							<link>https://www.koreatimes.co.kr/opinion/20260511/jerome-powells-mixed-legacy</link>
							<guid><![CDATA[https://www.koreatimes.co.kr/opinion/20260511/jerome-powells-mixed-legacy]]></guid>							
							<pubDate>Mon, 11 May 2026 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[NEW YORK '&#'.ord('Ã').';''&#'.ord('¢').';''&#'.ord('Â').';''&#'.ord('€').';''&#'.ord('Â').';''&#'.ord('”').';' Call it one of the biggest turnarounds in the U.S. Federal Reserve's storied history. When Jerome Powell concludes his two-term tenure a...]]></description>
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							<title><![CDATA[What Will the Fed's 'Warsh Era' Bring?]]></title>
							<link>https://www.fa-mag.com/news/what-will-the-fed-s--warsh-era--bring-86020.html</link>
							<guid><![CDATA[https://www.fa-mag.com/news/what-will-the-fed-s--warsh-era--bring-86020.html]]></guid>							
							<pubDate>Fri, 27 Feb 2026 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Kevin Warsh'&#'.ord('Ã').';''&#'.ord('¢').';''&#'.ord('Â').';''&#'.ord('€').';''&#'.ord('Â').';''&#'.ord('™').';'s nomination to succeed Jerome Powell as U.S. Federal Reserve chair has triggered a predictable frenzy of speculation centered on a single, narrow question: How hard will he push for interest-rate cuts? While such conjecture may be entertaining, it misses the forest for...]]></description>
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							<title><![CDATA[Is This Time Going To Be Different on Jobs?]]></title>
							<link>https://www.ft.com/content/298a38bb-4cc1-44f3-bd62-6aff25d58b94?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/298a38bb-4cc1-44f3-bd62-6aff25d58b94?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Tue, 17 Feb 2026 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Three catalysts are driving an intensifying divergence between a cooling US labour market and strong GDP growth]]></description>
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							<title><![CDATA[Beware of Central Economic Forecasts for 2026]]></title>
							<link>https://www.fa-mag.com/news/beware-of-central-economic-forecasts-for-2026-85259.html</link>
							<guid><![CDATA[https://www.fa-mag.com/news/beware-of-central-economic-forecasts-for-2026-85259.html]]></guid>							
							<pubDate>Mon, 22 Dec 2025 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Forecasting a central scenario for the U.S. economy in 2026 appears to be a straightforward exercise. But the probability that this baseline forecast would materialize probably does not exceed 50%: the '&#'.ord('Ã').';''&#'.ord('¢').';''&#'.ord('Â').';''&#'.ord('€').';''&#'.ord('Â').';''&#'.ord('œ').';'normal'&#'.ord('Ã').';''&#'.ord('¢').';''&#'.ord('Â').';''&#'.ord('€').';''&#'.ord('Â').';''&#'.ord('�').';' bell distribution has been replaced by one with unusually '&#'.ord('Ã').';''&#'.ord('¢').';''&#'.ord('Â').';''&#'.ord('€').';''&#'.ord('Â').';''&#'.ord('œ').';'fat...]]></description>
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							<title><![CDATA[The Significance of the Next Fed Chair Choice]]></title>
							<link>https://www.ft.com/content/17ec3d64-ee48-43ba-bad5-6682f3962915?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/17ec3d64-ee48-43ba-bad5-6682f3962915?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Tue, 09 Dec 2025 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[While short-term market moves may be less dramatic than expected, profound changes are ahead for the central bank]]></description>
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							<title><![CDATA[Get Ready for an Overdue Fed Overhaul]]></title>
							<link>https://www.gulf-times.com/article/716038/opinion/get-ready-for-an-overdue-fed-overhaul</link>
							<guid><![CDATA[https://www.gulf-times.com/article/716038/opinion/get-ready-for-an-overdue-fed-overhaul]]></guid>							
							<pubDate>Sat, 29 Nov 2025 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Today, there is a level of discord within the US Federal Reserve that has rarely been seen in modern history. Nearly all experienced market analysts agree that the coming Fed...]]></description>
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							<title><![CDATA[Powell Missed an Opportunity at Jackson Hole]]></title>
							<link>https://www.ft.com/content/b65767cb-0641-48b9-b57f-716a860c1faa?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/b65767cb-0641-48b9-b57f-716a860c1faa?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Mon, 25 Aug 2025 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[The Fed chair has left it for his successor to address key issues facing the world's most influential central bank]]></description>
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							<title><![CDATA[Why Powell Should Step Down as Fed Chair]]></title>
							<link>https://www.realclearpolitics.com/video/2025/08/20/mohamed_el-erian_powell_should_step_down_he_is_risking_the_independence_of_the_federal_reserve.html</link>
							<guid><![CDATA[https://www.realclearpolitics.com/video/2025/08/20/mohamed_el-erian_powell_should_step_down_he_is_risking_the_independence_of_the_federal_reserve.html]]></guid>							
							<pubDate>Thu, 21 Aug 2025 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Economist Mohamed El-Erian told FOX Business' "Claman Countdown" that Federal Reserve Chairman Jerome Powell should resign, arguing that his leadership has left the Fed vulnerable to political attacks and put its independence at risk.]]></description>
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							<title><![CDATA[Mind the Gaps]]></title>
							<link>https://www.ft.com/content/9fcf7dcb-2fad-4dfd-941e-7d6c94d3090d?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/9fcf7dcb-2fad-4dfd-941e-7d6c94d3090d?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Mon, 20 Jan 2025 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[A dispersion of economic outcomes at home and abroad risks derailing promising initiatives]]></description>
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							<title><![CDATA[5 Areas the Incoming President Needs To Tackle]]></title>
							<link>https://www.ft.com/content/1c14a0b4-e36a-4158-ba89-4ba1da9e6723?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/1c14a0b4-e36a-4158-ba89-4ba1da9e6723?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Tue, 05 Nov 2024 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[New administration must find a way to maintain growth while repositioning the economy]]></description>
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							<title><![CDATA[Pay More Attention to the Gold Price Rise]]></title>
							<link>https://www.ft.com/content/b5fb1e6b-bb8d-4ab5-9c92-f1f6fc40a54b?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/b5fb1e6b-bb8d-4ab5-9c92-f1f6fc40a54b?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Mon, 21 Oct 2024 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Buying of the precious metal reflects rising interest in alternatives to the dollar-based financial system]]></description>
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							<title><![CDATA[Navigating Transitions in an Uncertain Economy]]></title>
							<link>https://www.interest.co.nz/economy/127470/mohamed-elerian-explains-how-recalibrate-expectations-face-yet-another-forecasting</link>
							<guid><![CDATA[https://www.interest.co.nz/economy/127470/mohamed-elerian-explains-how-recalibrate-expectations-face-yet-another-forecasting]]></guid>							
							<pubDate>Sat, 27 Apr 2024 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Mohamed ElErian explains how to recalibrate expectations in the face of yet another forecasting failure]]></description>
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							<title><![CDATA[Markets Are a Frog in Boiling Water on Iran-Israel]]></title>
							<link>https://www.ft.com/content/53f64b6b-3151-46b3-ad83-3a4732c35d41?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/53f64b6b-3151-46b3-ad83-3a4732c35d41?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Sat, 20 Apr 2024 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[While the reaction to the latest hostilities has been tame, the global economy is too fragile for a new crisis]]></description>
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							<title><![CDATA[Warning Shot Over the Last Mile in Inflation Battle]]></title>
							<link>https://www.ft.com/content/497499b1-0e9f-4215-a536-ecd483ad42b9?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/497499b1-0e9f-4215-a536-ecd483ad42b9?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Tue, 16 Jan 2024 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Despite a sharp decline in US inflation over the past year, the monthly US data release on movement in prices continues to garner significant attention, extending beyond economists and market participants. It shapes perspectives on economic growth prospects, central bank policy and...]]></description>
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							<title><![CDATA[The Peculiar Market Divide on the Rate Outlook]]></title>
							<link>https://www.ft.com/content/63a4e0ca-ae62-4b35-be18-d27afe4210f8?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/63a4e0ca-ae62-4b35-be18-d27afe4210f8?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Thu, 07 Dec 2023 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Investors should beware of disregarding the signals emitted by the Fed]]></description>
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							<title><![CDATA[U.S. Bond Market Is Losing Its Strategic Footing]]></title>
							<link>https://www.ft.com/content/40d9f352-82ed-4e4d-a53b-5f9404613d4a?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/40d9f352-82ed-4e4d-a53b-5f9404613d4a?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Tue, 17 Oct 2023 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Unusual volatility in yields points to longer-term challenges for most influential segment of world's financial markets]]></description>
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							<title><![CDATA[The Outlook Turns Darker for U.S. Economy]]></title>
							<link>https://www.ft.com/content/02a899eb-e899-4b6f-8848-b5240a7127e9?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/02a899eb-e899-4b6f-8848-b5240a7127e9?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Thu, 05 Oct 2023 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[The economy is likely to weaken as markets internalise the significant likelihood that rates will stay higher for longer]]></description>
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							<title><![CDATA['Last Mile' of Inflation Fight Will Be No Cakewalk]]></title>
							<link>https://www.bloomberg.com/opinion/articles/2023-09-11/federal-reserve-s-last-mile-of-inflation-fight-will-be-no-cakewalk?srnd=opinion</link>
							<guid><![CDATA[https://www.bloomberg.com/opinion/articles/2023-09-11/federal-reserve-s-last-mile-of-inflation-fight-will-be-no-cakewalk?srnd=opinion]]></guid>							
							<pubDate>Tue, 12 Sep 2023 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Myriad economic variables add layers of complexity to the central bank'&#'.ord('Ã').';''&#'.ord('¢').';''&#'.ord('Â').';''&#'.ord('€').';''&#'.ord('Â').';''&#'.ord('™').';'s efforts to vanquish accelerating prices.'&#'.ord('Ã').';''&#'.ord('‚').';' '&#'.ord('Ã').';''&#'.ord('‚').';']]></description>
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							<title><![CDATA[Finding Growth in a Fractured World]]></title>
							<link>https://www.project-syndicate.org/commentary/fixing-the-fractured-global-economy-by-mohamed-a-el-erian-2023-07</link>
							<guid><![CDATA[https://www.project-syndicate.org/commentary/fixing-the-fractured-global-economy-by-mohamed-a-el-erian-2023-07]]></guid>							
							<pubDate>Thu, 20 Jul 2023 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Mohamed A. El-Erian outlines several steps that governments could take to prevent stagnation and enhance their citizens' well-being.]]></description>
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							<title><![CDATA[How To Avoid a Third Phase of Banking Turmoil]]></title>
							<link>https://www.ft.com/content/831c4c7b-c202-4baf-b099-b188e60bd84b?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/831c4c7b-c202-4baf-b099-b188e60bd84b?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Sat, 13 May 2023 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Conditions have stabilised but more must be done to prevent further banking tremors]]></description>
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							<title><![CDATA[JPMorgan, First Republic &amp; the Curse of the 2nd Best]]></title>
							<link>https://www.bloomberg.com/opinion/articles/2023-05-01/jpmorgan-chase-first-republic-and-the-curse-of-the-second-best-solution?srnd=premium</link>
							<guid><![CDATA[https://www.bloomberg.com/opinion/articles/2023-05-01/jpmorgan-chase-first-republic-and-the-curse-of-the-second-best-solution?srnd=premium]]></guid>							
							<pubDate>Tue, 02 May 2023 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[The solution to regional bank'&#'.ord('Ã').';''&#'.ord('¢').';''&#'.ord('Â').';''&#'.ord('€').';''&#'.ord('Â').';''&#'.ord('™').';'s'&#'.ord('Ã').';''&#'.ord('‚').';' crisis raises more questions and concerns about the US financial system.'&#'.ord('Ã').';''&#'.ord('‚').';']]></description>
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							<title><![CDATA[There Is More Inflation Complexity Ahead]]></title>
							<link>https://www.project-syndicate.org/commentary/why-the-resurgent-transitory-inflation-narrative-is-dangerous-by-mohamed-a-el-erian-2023-02</link>
							<guid><![CDATA[https://www.project-syndicate.org/commentary/why-the-resurgent-transitory-inflation-narrative-is-dangerous-by-mohamed-a-el-erian-2023-02]]></guid>							
							<pubDate>Fri, 10 Feb 2023 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Mohamed A. El-Erian assesses the likely trajectory of the American economy and warns of simplistic soft landing narratives.]]></description>
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							<title><![CDATA[Forecast on Recession Risks Complacency]]></title>
							<link>https://www.ft.com/content/294e8c22-b4d5-41db-8e04-0c9e95f52ad1?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/294e8c22-b4d5-41db-8e04-0c9e95f52ad1?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Tue, 29 Nov 2022 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Planning for a range of outcomes is preferable to relying on a shaky prediction]]></description>
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							<title><![CDATA[Rollercoaster Ahead for the Economy &amp; Investors]]></title>
							<link>https://www.ft.com/content/4eb4cf2d-be59-4fb9-bef9-5e0dd9e8b031?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/4eb4cf2d-be59-4fb9-bef9-5e0dd9e8b031?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Fri, 16 Sep 2022 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[US central bank policy mistakes and market stress are worrisome possibilities in the months ahead]]></description>
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							<title><![CDATA[The Problem With a Persistently Late Federal Reserve]]></title>
							<link>https://thehill.com/opinion/finance/3573974-the-problem-with-a-persistently-late-federal-reserve/</link>
							<guid><![CDATA[https://thehill.com/opinion/finance/3573974-the-problem-with-a-persistently-late-federal-reserve/]]></guid>							
							<pubDate>Thu, 28 Jul 2022 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[The inflation issue is evolving once more and, due to the growing risk of recession, is again likely to catch the Fed offside.]]></description>
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							<title><![CDATA[Ukraine War Hastens Migration&nbsp;to Private Markets]]></title>
							<link>https://www.bloombergquint.com/gadfly/ukraine-war-hastens-investor-migration-to-private-markets</link>
							<guid><![CDATA[https://www.bloombergquint.com/gadfly/ukraine-war-hastens-investor-migration-to-private-markets]]></guid>							
							<pubDate>Sun, 03 Apr 2022 00:00:00 -0500</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[Russia's invasion has amplified six significant evolutions in finance and the global economy.]]></description>
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							<title><![CDATA[Key to 2022 Will Be How Inflation Is Brought Down]]></title>
							<link>https://www.ft.com/content/20e0857b-99cb-4495-8677-8746d97db836?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9</link>
							<guid><![CDATA[https://www.ft.com/content/20e0857b-99cb-4495-8677-8746d97db836?segmentId=b385c2ad-87ed-d8ff-aaec-0f8435cd42d9]]></guid>							
							<pubDate>Sat, 08 Jan 2022 00:00:00 -0600</pubDate>
							<author>Mohamed El-Erian</author>
							<description><![CDATA[In misjudging the risk of rising prices, the Fed gave markets a profitable 2021 but more difficult year ahead]]></description>
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