MODIFY YOUR EXPECTATIONS: Economic Uncertainty Clouds Fed's March Outlook: Strategist

  

RELATED --- The long-and-winding road

Mohamed A. El-Erian

@elerianm

·

2h

From the

@FT

’s latest article on the

@ECB

. I agree with the view that the central bank will be careful in the immediate to initiate a rate cutting cycle. It will be particular sensitive to the possibility of some renewed inflationary pressures — a risk that is amplified by the Eurozone’a relatively higher sensitivity to adverse volume/price spillovers from the disruptions to Red Sea navigation. #economy #markets #econtwitter