Mohamed El-Erian, Allianz chief economic advisor and president of Queens’ College, Cambridge, joins ‘Squawk Box’ to discuss the latest market trends, the hotter-than-expected CPI data, the impact on the Fed’s rate path decision, and more.
27 thoughts on “Hot CPI data was a ‘wake-up call’ to people who got carried away, says Mohamed El-Erian | Onlyinvesting.info”
Absolutely love it!! The journey is not always easy, embrace persistence, patience and perseverance. Outline your goal and pull your efforts together to attain that goal. I had a fair share of struggles before diving into crypto last year. And let me tell you, it completely changed my life! So don't lose hope
This entire clown show, the huge eminence front financial edifice, is about to be replaced by two guys in a garage (metaphor). What kind of "financial" system depends on the whims of one man. Everyone knows this but nobody points out that the Emperor has no clothes.
If the first cut of just 25 basis points doesn't come until September and gets called a policy mistake because it didn't happen in June, then the economy is far more fragile than believed. You are just talking about 90 days. To me, this means that it's the market makers that ruin everything.
I think the problem is, Government spending has been so excessive the past few years that it has “cancelled out” the impact of the rate increases. We’ve got to get a handle on the spending.
Oh no, El-Erian said the famous stupid nonsensical phrase – "money on the sidelines". There's no such thing, except for granny's cash under the pillow. There is no sideline, only various banks, funds, co-ops, precious metals etc. to "park" your money.
Hold on. If the economy is fine, and risk of recession is below 50% why should the Fed cut at all? Interest rates at 5% are still lower than historic averages. What’s the problem?
The FED communication is tainted by 'this is an election year'. Commercial real-estate, residential real-estate, vehicle values, leaving recent consumers underwater.
The guy interviewing getting worked up is hilarious, dude only cares about his stock portfolio going up and up not about inflation or the little consumer
No one should be talking about rate cuts. What is going on in the world should be calling for rate hikes. Financially responsible people are most damaged by the insane greed of the online casino called the market.
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks this year. Hope to make millions in 2024.
Artificially low interest rates again. What are artificially low interest rates ? If interest rates are low for years , then is that the new normal ? All of this undervalued and overvalued markets, prices, real estate is totally meaningless because the prices at anytime are the market prices which mean they are not undervalued or overvalued. Usually these guys and these financial commentary shows have to put on a show and tell you something. So they invent all these terms and ideas. No one can predict how a market or stock will do because past performance does not indicate future movements. What the Fed does is take data from the economy and adjust the interest rate accordingly. They are not in the business of labeling financial data as artificial or in a bubble or depressed. Those terms are basically meaningless.
Fed let market believe 3 cuts. Fed is responsible for Marketplace expectations. Why is El Arian covering for the Fed. Fed should be increasing rates like VOLKER.
Absolutely love it!! The journey is not always easy, embrace persistence, patience and perseverance. Outline your goal and pull your efforts together to attain that goal. I had a fair share of struggles before diving into crypto last year. And let me tell you, it completely changed my life! So don't lose hope
El-Erian is beyond amazing. “How to create income flow” do this
This entire clown show, the huge eminence front financial edifice, is about to be replaced by two guys in a garage (metaphor). What kind of "financial" system depends on the whims of one man. Everyone knows this but nobody points out that the Emperor has no clothes.
#iamGlobalAmbasador
El-Erian is a wascally wabbit
Obviously doesn't look at the yield curve
oh boy msnbc and main stream is completely fake and full of misinfo and manipulates the real info
What the fud?
If the first cut of just 25 basis points doesn't come until September and gets called a policy mistake because it didn't happen in June, then the economy is far more fragile than believed. You are just talking about 90 days. To me, this means that it's the market makers that ruin everything.
I think the problem is, Government spending has been so excessive the past few years that it has “cancelled out” the impact of the rate increases. We’ve got to get a handle on the spending.
Oh no, El-Erian said the famous stupid nonsensical phrase – "money on the sidelines". There's no such thing, except for granny's cash under the pillow. There is no sideline, only various banks, funds, co-ops, precious metals etc. to "park" your money.
😂😂😂😂 Liers market based on endless speculation 😂😂 The dollar is dead and gone 😂😂
Hold on. If the economy is fine, and risk of recession is below 50% why should the Fed cut at all? Interest rates at 5% are still lower than historic averages. What’s the problem?
The FED communication is tainted by 'this is an election year'.
Commercial real-estate, residential real-estate, vehicle values, leaving recent consumers underwater.
just curious, why do you spend SO much of your time putting other content creators down?
The guy interviewing getting worked up is hilarious, dude only cares about his stock portfolio going up and up not about inflation or the little consumer
Powell clearly said that pain is coming, particularly for lower and middle income population.
No one should be talking about rate cuts. What is going on in the world should be calling for rate hikes. Financially responsible people are most damaged by the insane greed of the online casino called the market.
And still predicting rate cuts. If the market is at an all time high where is the need for rate cuts?
zero percent is a neutral inflation rate – the fed has never explained why they want two percent inflation
.
the fed is a mistake
“I’m extremely bullish on the future of the economy” – Kevin O’Leary
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks this year. Hope to make millions in 2024.
Larry Summers and several other economists suggest rate hikes, not cuts, are needed right now.
Artificially low interest rates again. What are artificially low interest rates ? If interest rates are low for years , then is that the new normal ? All of this undervalued and overvalued markets, prices, real estate is totally meaningless because the prices at anytime are the market prices which mean they are not undervalued or overvalued.
Usually these guys and these financial commentary shows have to put on a show and tell you something. So they invent all these terms and ideas. No one can predict how a market or stock will do because past performance does not indicate future movements.
What the Fed does is take data from the economy and adjust the interest rate accordingly. They are not in the business of labeling financial data as artificial or in a bubble or depressed. Those terms are basically meaningless.
Fed let market believe 3 cuts. Fed is responsible for Marketplace expectations. Why is El Arian covering for the Fed. Fed should be increasing rates like VOLKER.
It is transitory.