Mohamed A. El-Erian

The news is in: Both Lisa Cook and Stephen Miran will attend this week’s two-day Federal Reserve policy meeting, which begins tomorrow. #economy #FederalReserve #markets

US consumer confidence has fallen below the consensus forecast, with job insecurity joining persistent inflation as a key concern. The widely-followed UMich sentiment index dropped to 55.4 in September, down from 58.2 in August and below the forecasted 58.1. According to Joanne Hsu, the ...

Reminder from Axios: Even when overall inflation looks relatively contained, the headline rate often hides huge differences—some items see particularly sharp price hikes, while others may even be falling in price. In today’s data,a standout inflation jump also has adverse distributional implications

From the WSJ article, "China’s Weakening Economy Is Creating a Lost Generation." #economy #markets @wsj.com #china

Good morning. Here's the usual summary table from the just-released World Economic Outlook from the IMF. More to follow. #economy #markets

Good morning. Where do G-7 sovereign yields stand entering the new week? Here’s the 10-year government debt lineup from the WSJ. #economy #markets #bonds #yields @wsj.com

We are coming off a curious week of economic and financial dualism ... and are now looking at a packed one featuring US inflation data, lots of other global releases, and the IMF-World Bank annual meetings. ... 1 of 2

A thoroughly enjoyable play exploring John Maynard Keynes, the man, his works, and his era.. The scenes depicting the battle of ideas between Keynes and Hayek are brilliantly executed. #economy #economics #keynes

The cover of this week's edition of The Economist magazine. #economy #bonds #markets @economist.com

A return to "voluntary export restraints" The most surprising aspects of this news: 1. It took China this long to borrow a page from Japan's playbook of a few decades ago. 2. Europe tolerated waves of Chinese imports, and did so as China, facing US market barriers, diverted trade straight to them.

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...

The reaction of European governments will be fascinating. #economy #markets #energy #diesel @cnbc.com

A superb event full of actionable ideas, and at an important time given that the UK needs to develop additional growth engines. #economy #markets #innovation