Background

About 6 months ago, spoke on Mohammed El Erian.

Let us catch up with him.

Lineage

1. Mohamed El-Erian, An Economist
   Published On:- 2021-July-27th

   Mohamed El-Erian, An Economist

   
   Link

Videos

Inflation

2022

2022 – Winter

1. Mohamed El-Erian on the market: ‘We have lost our most important anchor’
   • Profile
     • Mohamed El-Erian on the market: ‘We have lost our most important anchor’
   • Videos
     • Video #1
       Channel:- CNBC Television
       Date Published:- 2022-February-17th
       Date Added:- 2022-February-18th
       Link

Transcripts

Economy

2022

2022 – February

Mohamed El-Erian on the market: ‘We have lost our most important anchor’

1. Geo-Political
   • Russian Vis-a-Vis Ukraine
     • Deflagration winds
     • Recession Worthy
       • Not for the United States ( US )
         • The biggest worry is Policy Mistakes
       • But, yes for Europe
         • Europe gets supply disruption added to the price hike
2. Federal Reserve
   • Next Move
     • Falling so far behind
     • You no longer have the best policy
     • The best available option is the least worrisome choice
     • You have got to make difficult judgment calls
     • You could hike the interest rate by 50
       • You could move in an aggressive manner
       • try to regain the Policy Credibility that you have lost
     • You only have access to the least bad option
     • A world where the only available choice is 2^nd best
   • Liquidity
     • Even now still injecting liquidity
     • We have an Inflation Rate of 7.5% yet they are still injecting liquidity
3. Fed Changes
   • QT ( Quantity Tightening )
     • As opposed to QE ( Quantitative Easing )