Mohamed A. El-Erian

Mohamed A. El-Erian

Mohamed A. El-Erian, President of Queens’ College at the University of Cambridge, is a professor at the Wharton School of the University of Pennsylvania, the author of The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse.

Beware of Central Economic Forecasts for 2026

Central Banking

As 2026 begins, we must not allow a comforting central forecast to nurture complacency.

Mohamed A. El-Erian

December 18, 2025 at 3:16 AM IST

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Via WikiCommons

Get Ready for an Overdue Fed Overhaul

A fractured Fed, unreliable data, and colliding goals have pushed policy into uncertainty. What matters now is not who votes—but whether the institution can evolve.

Mohamed A. El-Erian

November 29, 2025 at 7:49 AM IST

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Federal Reserve

As Growth Decouples From Employment, the Fed Faces a Trilemma

Absent an astute and judicious response, the Fed could see challenges to all three elements of its (explicit and implicit) objectives: inflation control, maximum employment, and financial stability.

Mohamed A. El-Erian

October 6, 2025 at 3:53 PM IST

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Federal Reserve

Powell's Last Chance to Protect the Fed

With the Fed at risk of slipping on all aspects of its mandate, continued inaction by Powell would leave the institution even more damaged.

Mohamed A. El-Erian

September 13, 2025 at 4:42 AM IST

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White House

Where Is US Economic Policy Taking Us?

As the US and others push the limits on debt and deficits, the bond vigilantes have been roused from their slumber. In the process, traditional US equity-bond-currency correlations have been undermined.

Mohamed A. El-Erian

May 28, 2025 at 4:29 AM IST

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Give The UK Growth Agenda A Chance

Rachel Reeves’ “growth speech” sparked a storm of criticism before she even finished speaking. Too scattered, too expensive, and too slow, critics claimed. But amid the backlash, Reeves laid out a bold, multifaceted plan to revive the UK’s stagnant economy—one that deserves more than just quick dismissal.

Mohamed A. El-Erian

February 3, 2025 at 5:20 AM IST

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The Bureau

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