Mohamed El-Erian

Could America turn out worse than Japan?

By Mohamed El-Erian
October 31, 2011

By Mohamed El-Erian
The opinions expressed are his own.

It is time to say goodbye to the confident reassurances from American policymakers that Japan could not “happen here.” It is also time to regret the smug assertions that Japan’s “lost decade” of growth was due to a combination of uniquely Japanese failings – from insufficient policy activism to weak corporate governance and poor political leadership.

An unsettling trifecta for market contagion

By Mohamed El-Erian
October 3, 2011

By Mohamed El-Erian
The opinions expressed are his own.

Friday’s worldwide sell-off was a fitting end to a miserable month and a horrible quarter for equity markets.