People · Mohamed El-Erian · Federal Reserve
What Mohamed El-Erian has said about federal reserve
Mohamed El-Erian, chief economic adviser at Allianz and president of Queens’ College, Cambridge. 12 statements from September 26, 2026 to October 21, 2026, each quoted word for word from the original and checked before publication. Newest first.
- October 21, 2026 · on X
“Continuing the French bond market watch: As noted by CNBC (below), the yield on 10-year French government bonds touched 5% for the first time in 24 years. #economy #markets #bonds #yields #france”
- October 20, 2026 · on X
“The France–Germany 10-year bond spread climbed back above 150 bps this morning, as French sovereign debt trades unusually like a peripheral issuer rather than a Eurozone core. (Bloomberg chart below.) #economy #bonds #markets #france”
- October 17, 2026 · on X
“Global economic activity has navigated higher costs impressively well via a combination of income growth, savings and inventory drawdowns, debt, efficiency gains, slower margin growth, and selective price pass-through. But the longer the inflation hit persists, the greater the risk to growth—as this @FT article on airlines discusses. #growth #inflation #markets”
Mohamed El-Erian Warns Persistent Inflation Poses Risk to Growth →
- October 16, 2026 · on X
“Another good US economic number: September industrial production expanded by 0.7%, beating the 0.4% consensus forecast. This comes on the heels of yesterday’s strong retail sales and labor market data. Meanwhile, today’s higher-than-expected rise in September import prices (+1.1%) reinforces the message from this week’s hot CPI and PPI readings. #economy #markets #growth #inflation”
Mohamed El-Erian Notes Strong US Data Reinforces Inflation Message →
- October 14, 2026 · on X
“Of note this early morning: the yield on 10-year US government bonds has fallen sharply, trading just below 5.10%. #economy #markets #bonds #yields”
Mohamed El-Erian Notes Sharp Fall in 10-Year US Bond Yield →
- October 10, 2026 · on X
“With diesel back under the spotlight, please find below Google's summary of price movements over the last year. Underlying this is what has become an increasingly influential, multi-directional causal relationship between geopolitics, domestic politics, and economics. For example, as geopolitical tensions drove diesel prices higher, the negative economic impact began affecting domestic politics. That, in turn, increasingly influenced economic policies and, as illustrated by yesterday's US-Russia announcements, g…”
Mohamed El-Erian Highlights Geopolitics' Economic Influence →
- October 9, 2026 · on X
“Good morning. As reported below by the WSJ, the US budget deficit climbed to nearly $2 trillion ($1.993 trillion) for the fiscal year ending September 30. What remains historically notable is that the US has continued to run a deficit of around 6% of GDP despite solid economic growth and a robust labor market. #economy #markets @WSJ”
Mohamed El-Erian Notes US Deficit Nears $2 Trillion Despite Growth →
- October 6, 2026 · on X
“Good morning. From the FT: 'A sharp sell-off in US government bonds is starting to reverberate across corporate America, forcing companies to overhaul their borrowing plans and even raising the spectre of defaults among the most lowly rated businesses.' Remember the historical playbook: The most vulnerable sectors get hit first and hardest. Then, if elevated borrowing costs persist, the pressure both migrates up the curve and spreads across the broader economy, domestically and internationally. #economy #markets…”
- October 2, 2026 · on X
“The US jobs data is out and there are surprises: Job creation was only 29,000 in September, with the unemployment rate rising to 4.2% and monthly earnings growth moderating to only 0.1%. Add to that downward revisions to both July and August (about 60,000 jobs). On the supply side, a more encouraging development with labor force participation increasing to 61.8%. This will reinforce the impact of recent Fedspeak in calming expectations about an October rate hike. #economy #markets #jobs #employment #earnings”
- October 1, 2026 · on X
“Good morning. It’s a new month for markets, but the dominant theme remains the same for now: upward pressure on government bond yields. The UK 30-year gilt has climbed this morning to a level not seen since 1998, while both the US 10- and 30-year yields trade around those of 2002. #economy #markets #yields #bonds”
Mohamed El-Erian Says Upward Pressure Dominates Bond Yields →
- September 28, 2026 · on X
“Good morning. In markets, US bond yields are back in focus, with the 10-year hitting 5.22%, its highest level since 2002 -- as Brent oil approaches $110. (CNBC chart below.) #economy #markets #oil #energy #bonds #yields”
Mohamed El-Erian Notes 10-Year Yield Hits 5.22%, Highest Since 2002 →
- September 26, 2026 · on X
“ROW: Long US equities, less so Treasuries: As reported by the FT, 'foreign investors made a record $942bn in net purchases of US equities and investment fund shares in the 12 months to July, accelerating a shift in overseas investment towards American stocks and away from debt. The flows represented the highest rolling 12-month total in Treasury data going back to 1985.' #economy #markets #stocks #bonds @ft”
Mohamed El-Erian Notes Record $942 Billion Foreign Inflow into US Equities →
Statements are reported from Mohamed El-Erian’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Mohamed El-Erian. The beat: Federal Reserve.