Geopolitics and economic shifts are some of the "unsettling" factors that could hit the AI trade in 2026, Mohamed El-Erian said.

Mohamed El-Erian, a prominent economist and former CEO of PIMCO, has voiced significant concerns regarding the Federal Reserve, asserting that it is “getting harder to convince people that the Fed is apolitical.” What Happened: In a recent Substack ...

Mohamed El-Erian, chief economic advisor at Allianz, joins 'Squawk on the Street' to discuss market themes, the state of the economy, and more.

The following is the transcript of an interview with Mohamed El-Erian, chief economic advisor at Allianz, that aired on "Face the Nation with Margaret Brennan" on Aug. 24, 2025. MARGARET BRENNAN: We turn now to the U.S. economy. Mohamed El-Erian is the ...

In a recent analysis, El-Erian argues that the real impact of the tariffs—what some critics have labeled a direct “tax” on Americans—has been delayed, not dismissed, and is poised to be felt unevenly across the economy. The central mystery of the ...