22 March 2023

Economist El-Erian>>

 



Media posted by Mohamed A. El-Erian
From The Wall Street Journal: Some historical context for this afternoon’s Fed policy announcement. #economy #markets #federalreserve #centralbanks @WSJ
Twitter • 2 minutes ago
Media posted by Mohamed A. El-Erian
Today's #FederalReserve meeting sees the world's most powerful central bank ... (i) Hampered by a major credibility problem due to slippages on #inflation and bank supervision that have amplified its policy TRI-lemma; (ii) Having to pull off the @ECB in credibly signaling that...
Twitter • 3 hours ago
Media posted by Mohamed A. El-Erian
Going into today's #UK inflation print, #markets saw a knife-edge decision facing the @BankofEngland on whether to keep rates unchanged or hike 25 basis points. That's no more after #inflation came in at 10.4% (the consensus forecast was 9.9%). Markets now expect the #BoE to hike
Twitter • 3 hours ago
Media posted by Mohamed A. El-Erian
Many of us have lamented the overlay of #Fed communication-induced volatility in recent years This study estimates the magnitude of the volatility surge(3x) during Chair Powell's Press Conference and how it contradicted the impact of the official statement cepr.org/voxeu/colum…
Twitter • 3 hours ago
The immediate market reaction to the @BankPacWest announcement highlights the challenging position that US regional/mid-sized #banks find themselves in. Rather than welcome the additional money raised, the stock is down over 10% as #investors worry about the 20% loss in deposits.
Twitter • 2 hours ago

Mohamed A. El-Erian

www.mohamedel-erian.com
Mohamed A. El-Erian ... is Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment ...


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