Mohamed El-Erian:- Economist – 2022 – February

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 2nd 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 )

 

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