Mohamed El-Erian

The new international economic disorder

By Mohamed El-Erian
December 21, 2011

By Mohamed El-Erian

The views expressed are his own.


A new economic order is taking shape before our eyes, and it is one that includes accelerated convergence between the old Western powers and the emerging world’s major new players. But the forces driving this convergence have little to do with what generations of economists envisaged when they pointed out the inadequacy of the old order; and these forces’ implications may be equally unsettling.

Prepare for a different financial landscape

By Mohamed El-Erian
December 5, 2011

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

With the European crisis continuing to dominate the news, many people now realize that today’s global economy faces an unusually uncertain outlook. Indeed, Europe’s turmoil is but one of the multiple global re-alignments in play today. What may be less well recognized is the extent to which specific sectors are already changing in a consequential and permanent manner.