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Mohamed A. El-Erian
Japan Times
COMMENTARY / World
May 2, 2023
JPMorgan, First Republic and the curse of the second best
The solution to regional banks' problems such as the JPMorgan-First Republic deal raises more questions and concerns about the U.S. financial system.
Japan Times
COMMENTARY / World / Beyond COVID-19
Dec 31, 2020
Potential for a big bounce-back in 2021?
Engineering a big economic rebound in 2021, and maintaining strong and sustainable growth thereafter, will require much more than a COVID-19 vaccine.
Japan Times
COMMENTARY / World
Jul 21, 2020
U.S. must do better on its second COVID-19 test
The nation needs to incorporate lessons from its first “natural experiment” about policy relief, social distancing, testing and contact tracing.
Japan Times
COMMENTARY / World
May 25, 2020
China tests global diplomacy and economy
The country risks nations' pushback as it moves ahead with its ambitions under the cover of COVID-19.
Japan Times
COMMENTARY / World
Mar 16, 2020
The Fed's barrage faces some obstacles to success
The U.S. central bank's intervention carries the risk of backfiring.
Japan Times
COMMENTARY / World
Dec 3, 2018
G20 gives markets a short-term win
China and the U.S. agree to freeze tariffs for three months, but that's about it.
Japan Times
COMMENTARY / World
Dec 7, 2017
The 2018 outlook for major central banks
The biggest risk to asset prices and the global economy would be if the most powerful institutions reduce their monetary stimulus at the same time.
COMMENTARY / World
Sep 30, 2017
Tech and regulators can find common ground
Big shocks to the landscape, including the operating context for both incumbents and disrupters, require adaptations that can be — and often are — inherently complex.
COMMENTARY / World
Jul 22, 2017
What a London cabbie learned from Uber
Uber has delivered a much-needed wake-up call to London's taxi industry.
Japan Times
COMMENTARY / World
Apr 19, 2017
How Turkey's vote could be a prelude to a French election surprise
Insights from Turkey's referendum add to the possibility of a victory by one of France's unconventional presidential candidates.
Japan Times
COMMENTARY / Japan
Apr 17, 2016
Five lessons from Japan's negative-rate experiment
Japan's experiment with negative interest rates suggests the need for even greater qualifications to the already cautious assessments of unconventional monetary policies.
COMMENTARY / World
Jun 1, 2015
John Nash's game theory and Greece
Applying Nash's game theory to the Greek crisis shows that the best we can realistically expect is yet another attempt to postpone painful decisions.
Japan Times
COMMENTARY / World
Apr 7, 2015
Greece's worst option would be IMF default
The uncertainty over this week's payment to the IMF is just the latest episode of a multiyear tragedy for Greece and its creditors as they try to navigate a situation that has been managed too timidly for too long.
COMMENTARY / World
Mar 15, 2015
Economic transformation creeping into Egypt
With bad news generating many of the headlines from the Middle East, it has been easy to miss the ongoing transformation of the Egyptian economy.

Longform

Yasuyuki Yoshida stirs a brew in a fermentation tank at his brewery in Hakusan.
The quake that shook Noto's sake brewing tradition