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

Ray Dalio says the United States is approaching a debt crisis, or maybe is already in one. The government knows UST demand is becoming a problem, so the argument goes, and it is quietly trying to control the bond market with buybacks before the situation gets out of control.But w ...  Show more

Walmart's stock got punished this week for confirming what the mainstream said was impossible. And it wasn't the only retail giant to gently sound the alarm. For all the talk of "resilience", it isn't found in these latest reports - nor the bond market.Eurodollar University's con ...  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.