Mohamed El-Erian

Mohamed El-Erian

Sep 14, 2026

Market pricing as of September 14, 2026 assigns approximately 90% probability to a Fed rate hike that week.

Economy

Mohamed El-Erian

Sep 10, 2026

The previously smooth financing and market gains associated with AI are likely to encounter greater volatility and headwinds.

Markets

Mohamed El-Erian

Sep 10, 2026

The AI-related market and financing path will become significantly more volatile going forward.

Markets

Mohamed El-Erian

Sep 10, 2026

AI financing and market gains will face stronger headwinds in the near term.

Markets

Mohamed El-Erian

Sep 7, 2026

Upward pressure on government bond yields will persist due to supply-demand imbalances and lack of fiscal consolidation.

Economy

Mohamed El-Erian

Jul 20, 2026

The peak of the recent inflation episode has passed as of mid-2026.

Economy

Mohamed El-Erian

Jul 20, 2026

The AI infrastructure buildout is likely to result in overcapacity, with the reckoning arriving in approximately 3–4 years (around 2029–2030).

AI / Tech

Mohamed El-Erian

Jul 20, 2026

The Federal Reserve will not deliver rate hikes in the near term after mid-2026.

Economy