Posts on X
Formerly TwitterMohamed A. El-Erian
elerianm
Central banks continue to feature heavily in the weekly look ahead for the economy and markets, including:
Policy meetings in the UK, Australia, Brazil, Malaysia, Mexico, Peru, Sweden, and elsewhere; and
Lots of scheduled remarks from #FederalReserve and @ECB officials.
Also,…
Posted on X
Mohamed A. El-Erian
elerianm
Posted earlier:
As a follow-up to yesterday's #FederalReserve press conference, here are some thoughts on why Chair Powell's surprisingly dovish tone and content may end up being appropriate...though not for the reasons he put forward.
www.ft.com/content/aa8c68f7-9dad-465f-ab92-c64c38337a84
#economy…
Posted on X
Joe Weisenthal
TheStalwart
The Fed's general intuitions -- not getting overly excited about the disinflation of the second half of 2023, and then also not getting overly excited about the warming in Q1 2024 -- not looking too bad.
Posted on X
Christophe Barraud🛢🐳
C_Barraud
⚠ Top 10 Macro/Financial Charts of the Week – w18 (2024) ⚠
*HT @IanShepherdson, @fwred, @RenMacLLC, @OJRenick, @MikeZaccardi, @jessefelder
#Employment #Inflation #Fed #China #HK #Dollar #Forecasts
www.christophe-barraud.com/top-10-macro-financial-charts-of-the-week-w18-2024/
Posted on X
All coverage
Inflation: why it is the biggest test yet for central bank independence
By Anton Muscatelli
Fed signals three rate hikes in the cards in 2022 as inflation fight begins
By Howard Schneider & Jonnelle Marte
Economist Mohamed El-Erian Says Fed's Characterization of Inflation as 'Transitory' the 'Worst Call in History ...
By Jamie Redman
Fed to pivot on inflation fears in the face of another uncertain year
By Lindsay Dunsmuir
How Inflation Concerns May Affect Prices
By Eduardo Porter