<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Mohamed El-Erian]]></title><description><![CDATA[Mohamed El-Erian]]></description><link>https://www.ft.com/stream/ab6d1965-3354-4d9e-ad4d-a4486b027388</link><generator>RSS for Node</generator><lastBuildDate>Mon, 02 Jun 2025 10:51:15 GMT</lastBuildDate><atom:link href="https://www.ft.com/stream/ab6d1965-3354-4d9e-ad4d-a4486b027388?format=rss" rel="self" type="application/rss+xml"/><copyright><![CDATA[© Copyright The Financial Times Ltd 2025. "FT" and "Financial Times" are trademarks of the Financial Times. See http://www.ft.com/servicestools/help/terms#legal1 for the terms and conditions of reuse.]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[client.support@ft.com (FT Client Support)]]></webMaster><ttl>15</ttl><category><![CDATA[Newspapers]]></category><item><title><![CDATA[The Fed’s demanding next months]]></title><description><![CDATA[Central bank needs to mix playing defence with going on the offensive with a new policy framework and improved communication ]]></description><link>https://www.ft.com/content/8aedf069-8203-4210-b0ee-67a5b921b25e</link><guid isPermaLink="false">8aedf069-8203-4210-b0ee-67a5b921b25e</guid><pubDate>Mon, 02 Jun 2025 04:00:13 GMT</pubDate></item><item><title><![CDATA[US tariff policy accelerates deeper structural changes]]></title><description><![CDATA[Unusual swings in markets and consensus economic narratives point to longer-term forces]]></description><link>https://www.ft.com/content/e847f03c-3934-44c8-972a-2ded98c058c3</link><guid isPermaLink="false">e847f03c-3934-44c8-972a-2ded98c058c3</guid><pubDate>Mon, 12 May 2025 04:00:21 GMT</pubDate></item><item><title><![CDATA[Untangling the spaghetti bowl of tariffs]]></title><description><![CDATA[Public disagreement within the Trump administration has grown over the past two weeks]]></description><link>https://www.ft.com/content/ebe9d3dd-77a1-42eb-8d4a-0bfedb85dd58</link><guid isPermaLink="false">ebe9d3dd-77a1-42eb-8d4a-0bfedb85dd58</guid><pubDate>Mon, 14 Apr 2025 04:00:27 GMT</pubDate></item><item><title><![CDATA[US tariff shock underscores the instability of a shifting world]]></title><description><![CDATA[The global economy is on a bumpy journey to an unknown destination]]></description><link>https://www.ft.com/content/70faaac9-a9c5-4654-87fd-8b52792d486f</link><guid isPermaLink="false">70faaac9-a9c5-4654-87fd-8b52792d486f</guid><pubDate>Thu, 03 Apr 2025 11:43:06 GMT</pubDate></item><item><title><![CDATA[What lies behind the dramatic shift in markets]]></title><description><![CDATA[The sudden change in investors’ growth expectations for the three largest economies is upending many consensus trades]]></description><link>https://www.ft.com/content/7568e76f-3455-4ca3-b901-79f411ce7e11</link><guid isPermaLink="false">7568e76f-3455-4ca3-b901-79f411ce7e11</guid><pubDate>Tue, 11 Mar 2025 05:00:27 GMT</pubDate></item><item><title><![CDATA[The mounting risks to US exceptionalism]]></title><description><![CDATA[Trump’s fire hose of policy changes could make companies more cautious on spending and investment]]></description><link>https://www.ft.com/content/1529da3b-24fa-4728-ae1a-180df1782c7a</link><guid isPermaLink="false">1529da3b-24fa-4728-ae1a-180df1782c7a</guid><pubDate>Fri, 14 Feb 2025 05:00:31 GMT</pubDate></item><item><title><![CDATA[‘Global south’ concept fuels unrealistic aspirations]]></title><description><![CDATA[Shifts in global economic and financial order are making this concept less effective]]></description><link>https://www.ft.com/content/098c9a5b-95a6-4843-929d-dd029aeee835</link><guid isPermaLink="false">098c9a5b-95a6-4843-929d-dd029aeee835</guid><pubDate>Tue, 04 Feb 2025 05:00:31 GMT</pubDate></item><item><title><![CDATA[Trump needs to mind the gaps]]></title><description><![CDATA[A dispersion of economic outcomes at home and abroad risks derailing promising initiatives]]></description><link>https://www.ft.com/content/9fcf7dcb-2fad-4dfd-941e-7d6c94d3090d</link><guid isPermaLink="false">9fcf7dcb-2fad-4dfd-941e-7d6c94d3090d</guid><pubDate>Mon, 20 Jan 2025 05:00:58 GMT</pubDate></item><item><title><![CDATA[Fed’s flip-flops risk undermining US exceptionalism]]></title><description><![CDATA[The central bank’s highly reactive policy approach of recent years amplifies financial volatility]]></description><link>https://www.ft.com/content/136ba1a1-a84a-49a2-ac5c-32d692eb47dd</link><guid isPermaLink="false">136ba1a1-a84a-49a2-ac5c-32d692eb47dd</guid><pubDate>Mon, 23 Dec 2024 05:00:49 GMT</pubDate></item><item><title><![CDATA[An extraordinary global economy will require extraordinary agility]]></title><description><![CDATA[Policymakers need to adjust their approaches including through pre-emptive negotiations with the incoming US administration ]]></description><link>https://www.ft.com/content/7a2fc524-37f8-46d2-ae2f-480f940e5350</link><guid isPermaLink="false">7a2fc524-37f8-46d2-ae2f-480f940e5350</guid><pubDate>Tue, 03 Dec 2024 05:00:16 GMT</pubDate></item><item><title><![CDATA[Five economic areas the incoming US president needs to tackle]]></title><description><![CDATA[New administration must find a way to maintain growth while repositioning the economy]]></description><link>https://www.ft.com/content/1c14a0b4-e36a-4158-ba89-4ba1da9e6723</link><guid isPermaLink="false">1c14a0b4-e36a-4158-ba89-4ba1da9e6723</guid><pubDate>Tue, 05 Nov 2024 05:00:58 GMT</pubDate></item><item><title><![CDATA[Why the west should be paying more attention to the gold price rise]]></title><description><![CDATA[Buying of the precious metal reflects rising interest in alternatives to the dollar-based financial system]]></description><link>https://www.ft.com/content/b5fb1e6b-bb8d-4ab5-9c92-f1f6fc40a54b</link><guid isPermaLink="false">b5fb1e6b-bb8d-4ab5-9c92-f1f6fc40a54b</guid><pubDate>Mon, 21 Oct 2024 04:00:20 GMT</pubDate></item><item><title><![CDATA[The Fed’s insurance policy]]></title><description><![CDATA[Big interest rate cut is yet another evolution in paradigm of liquidity dominance]]></description><link>https://www.ft.com/content/10378b46-b6b0-43b8-9323-820c0cc13445</link><guid isPermaLink="false">10378b46-b6b0-43b8-9323-820c0cc13445</guid><pubDate>Mon, 30 Sep 2024 05:52:22 GMT</pubDate></item><item><title><![CDATA[The big question is what comes next after the Fed’s rate cut]]></title><description><![CDATA[Bond investors could easily be caught off guard if liquidity conditions fail to loosen significantly]]></description><link>https://www.ft.com/content/25e2a700-8bf2-4f7a-8618-1017d913c0c3</link><guid isPermaLink="false">25e2a700-8bf2-4f7a-8618-1017d913c0c3</guid><pubDate>Fri, 13 Sep 2024 04:00:49 GMT</pubDate></item><item><title><![CDATA[Market volatility looks more likely post-Jackson Hole]]></title><description><![CDATA[Ironically, Jay Powell’s speech has encouraged markets to run even faster and with more confidence]]></description><link>https://www.ft.com/content/65c802e6-9c47-4a79-9137-f5cadb80f62b</link><guid isPermaLink="false">65c802e6-9c47-4a79-9137-f5cadb80f62b</guid><pubDate>Fri, 23 Aug 2024 17:14:09 GMT</pubDate></item><item><title><![CDATA[Policymakers need to rethink some rules]]></title><description><![CDATA[On both sides of the Atlantic, the configuration of strictures on central banks and governments may risk economic wellbeing]]></description><link>https://www.ft.com/content/47ff47b9-c136-44a8-95d9-63a01803149d</link><guid isPermaLink="false">47ff47b9-c136-44a8-95d9-63a01803149d</guid><pubDate>Mon, 05 Aug 2024 04:00:54 GMT</pubDate></item><item><title><![CDATA[Why I am now optimistic that economies can break out of a rut]]></title><description><![CDATA[For the first time in two decades, the potential for a step up in western growth is real and promising]]></description><link>https://www.ft.com/content/6687578b-40b1-4026-b9bc-2c5ee4ef81a8</link><guid isPermaLink="false">6687578b-40b1-4026-b9bc-2c5ee4ef81a8</guid><pubDate>Tue, 23 Jul 2024 06:31:33 GMT</pubDate></item><item><title><![CDATA[What the Fed should put on the Jackson Hole agenda]]></title><description><![CDATA[Central bank should use the summer to address issues key to America’s economic wellbeing and global financial stability]]></description><link>https://www.ft.com/content/1e44ea71-71d6-406f-9aff-d4d6af6ddfd0</link><guid isPermaLink="false">1e44ea71-71d6-406f-9aff-d4d6af6ddfd0</guid><pubDate>Mon, 08 Jul 2024 04:00:14 GMT</pubDate></item><item><title><![CDATA[Fed needs to cut interest rates sooner rather than later]]></title><description><![CDATA[Delay by US central bank in easing monetary policy could jeopardise soft economic landing]]></description><link>https://www.ft.com/content/40301e87-ca39-4b60-a9f2-88633e5f8ea7</link><guid isPermaLink="false">40301e87-ca39-4b60-a9f2-88633e5f8ea7</guid><pubDate>Tue, 18 Jun 2024 03:00:26 GMT</pubDate></item><item><title><![CDATA[Europe may soon discover the limits of decoupling on rates]]></title><description><![CDATA[Monetary policy in advanced countries is diverging in a manner that was thought highly unlikely just a few months ago]]></description><link>https://www.ft.com/content/48ac410b-b38f-40f6-9ea4-06f1e106ce20</link><guid isPermaLink="false">48ac410b-b38f-40f6-9ea4-06f1e106ce20</guid><pubDate>Thu, 30 May 2024 04:00:06 GMT</pubDate></item><item><title><![CDATA[Powell’s dovishness is right, but not for the reasons he believes]]></title><description><![CDATA[Fed is unlikely to get to its 2% inflation target unless it is willing to impose major damage on the economy]]></description><link>https://www.ft.com/content/aa8c68f7-9dad-465f-ab92-c64c38337a84</link><guid isPermaLink="false">aa8c68f7-9dad-465f-ab92-c64c38337a84</guid><pubDate>Thu, 02 May 2024 12:09:14 GMT</pubDate></item><item><title><![CDATA[Markets are a frog in boiling water on Iran-Israel]]></title><description><![CDATA[While the reaction to the latest hostilities has been tame, the global economy is too fragile for a new crisis]]></description><link>https://www.ft.com/content/53f64b6b-3151-46b3-ad83-3a4732c35d41</link><guid isPermaLink="false">53f64b6b-3151-46b3-ad83-3a4732c35d41</guid><pubDate>Fri, 19 Apr 2024 15:51:20 GMT</pubDate></item><item><title><![CDATA[Inverted pyramid of investments needs shoring up]]></title><description><![CDATA[The shift towards more opportunistic and tactical positions is risky]]></description><link>https://www.ft.com/content/cbbfec27-7b94-4404-ae0d-20a45d613d4a</link><guid isPermaLink="false">cbbfec27-7b94-4404-ae0d-20a45d613d4a</guid><pubDate>Mon, 08 Apr 2024 04:00:10 GMT</pubDate></item><item><title><![CDATA[A turning point in central banking]]></title><description><![CDATA[Last week’s monetary policy moves mark a shift away from strict inflation targeting]]></description><link>https://www.ft.com/content/2cbf2116-f18f-492e-8f3f-170bc8402d5f</link><guid isPermaLink="false">2cbf2116-f18f-492e-8f3f-170bc8402d5f</guid><pubDate>Tue, 26 Mar 2024 07:02:32 GMT</pubDate></item><item><title><![CDATA[Foreign investors are right to see China as a trade more than a long-term bet]]></title><description><![CDATA[Country faces clear and present danger of falling into middle-income trap]]></description><link>https://www.ft.com/content/9b8fb79d-ecd9-4be4-97e6-86c3f4252640</link><guid isPermaLink="false">9b8fb79d-ecd9-4be4-97e6-86c3f4252640</guid><pubDate>Tue, 05 Mar 2024 00:01:03 GMT</pubDate></item></channel></rss>