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What Mohamed El-Erian has said about federal reserve
Mohamed El-Erian, chief economic adviser at Allianz and president of Queens’ College, Cambridge. 5 statements from September 26, 2026 to October 6, 2026, each quoted word for word from the original and checked before publication. Newest first.
- 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.