What Mohamed EL-ERIAN got SO wrong about the ...

It's volumes, not dollars. How much product is actually being moved or not. What convenience stores are reporting isn't just more evidence for what the Census Bureau finally figure out in the wake of the massive retail sales downgrade. The energy shock is really dragging on Ameri ...  Show more

I have never seen anything like this before.With the stroke of the Census Bureau’s pen, more than 5% of retail sales…disappeared. Five.Not a single volatile category. Not some tiny seasonal adjustment. One-twentieth of the entire retail-sales universe—consumer spending on goods a ...  Show more

Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins them to discuss what the Fed got right and wrong abo ...

Okay, almost everybody. The Biden administration was wrong. Many critics of the Biden administration were also wrong. The Federal Reserve was wrong. Investors were wrong. Banks were wrong. And Bitcoin investors weren't exactly right, either. How did everybody miss the most import ...  Show more

Leading economists Mike Spence and Mohamed El-Erian talk about the “pretty complicated and disorienting environment” we face.  In this episode of the McKinsey Global Institute’s Forward thinking podcast, co-host Michael Chui talks with A. Michael Spence, dean emeritus of the Stan ...  Show more

Mohamed El-Erian, a Bloomberg Opinion contributor, says the US economy is slowing faster than the Federal Reserve expects. He spoke with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.