Smart Money
@elerianm
Mohamed A. El-Erian
Rene M Kern Prof of Prac at Wharton. Allianz Advisor. Gramercy Chair. Chair of UnderArmour Board. Former Pimco CEO/co-CIO and President of Queens' Col Cambridge
Activity
50.5
Track record
—
Calls
7
Right / Wrong
0 / 0
Recent calls (last 14 days)
- Open9/24/2026
inflation: From the @FT: "Surging government bond yields are a “major concern” to countries’ public finances given the mounting share of spending being consumed by debt…
- Openbullish9/23/2026
bullish on inflation: Further signs of UK fiscal pressure ahead of next month’s budget: Driven partly by higher debt servicing costs and inflation, UK public sector borrowing hit …
- Open9/19/2026
Fed: From Federal Reserve Vice Chair Michelle Bowman's speech today, outlining "the initial findings of the independent review of the failure of Silicon Valley Ba…
- Unclear9/17/2026
Treasury: Good morning. To illustrate how uncertain the current juncture is for the global economy and markets, here are four major questions. Each injects volatility …
No explicit outcome language found in follow-up tweets.
- Unclear9/17/2026
Fed: On the markets' Federal Reserve expectations: As the Fed begins its two-day FOMC meeting, culminating tomorrow in an interest rate decision and the release o…
No explicit outcome language found in follow-up tweets.
- Unclearbullish9/17/2026
bullish on inflation: Good morning. UK inflation climbed to 3.1% in August on higher energy prices, while core inflation remained unchanged at 2.6%. Matching consensus forecasts, …
No explicit outcome language found in follow-up tweets.
- Unclear9/17/2026
Fed: Welcome to Fed Decision Day! It is striking to see the market pricing in a 90% (yes 90%) probability of a rate hike today despite mixed economic data, uneven…
No explicit outcome language found in follow-up tweets.
Not financial advice. Calls are detected automatically from public tweets; track record uses the author's own follow-up language, not market prices. Always verify before trading.