HeyJaredMohamed El-Erian
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 29, 2026
- Outlet visibility, for Interest.co.nz
- Top 500K sites
- Earliest in this view
- Aug 10, 2026
Latest articles
The opposing forces reshaping global finance (opens the original)
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Two secular trends will shape finance in the years ahead, one powered from the bottom up by transformative technological innovations, and the other from the top down by geoeconomic influences. Managing each will require major adaptations from financial firms and their regulators, a task complicated by the fact that the two trends are pulling in opposite directions, and their resolution is not yet clear. From a bottom-up perspective, AI, blockchains, and tokenization have the potential to make fi
AI's market path will get bumpier (opens the original)
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The US economy and its financial markets are in a generational race whose implications extend well beyond the prospects for future prosperity and financial stability. The race is between AI and related technologies that hold massive potential to unlock productivity and earnings growth, on the one hand, and the unintended consequences of these technologies, on the other. Most of us need AI to unlock those significant productivity and earnings gains, especially as the economy carries weighty legac
The world economy is swerving, and the destination is unknown (opens the original)
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For decades, companies, investors, and policymakers operated on the comforting assumption that the global economy was underpinned by a relatively stable equilibrium. Macroeconomic and financial shocks were treated primarily as cyclical disruptions that could be managed to put things back on track toward a predictable destination—that of per capita GDP growth within a continuously globalising economic and financial order. But this paradigm is now being challenged by geopolitical tensions, the wea
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