Showing 1 - 10 of 133
News, Mohamed A El-Erian, Published on 17/01/2026
» For global markets, 2025 was defined as much by what did not happen as by what did. The year offered a masterclass in the power of a single narrative, with massive, concentrated bets on AI masking various other unanswered questions. Yet as we move further into 2026, the AI narrative is unlikely to prove strong enough to continue overshadowing other lingering uncertainties, many of which reflect deeper structural shifts. For investors, central banks, and governments alike, the situation demands adaptation.
Postbag, Published on 11/01/2026
» Re: "Govt looks at bringing a Disneyland to Thailand", (BP, Jan 9).
Oped, John J. Metzler, Published on 02/01/2026
» It's time to consult the crystal snow globe and try to peer ahead to what may be on the horizon for the new year. Without question 2025 has been tumultuous but the year ahead holds cautious promise to finally solve some political crises mixed with some epic events on tap.
Oped, José González Vargas, Published on 11/12/2025
» The people of Venezuela conjure contradictory images, particularly for those living in the Global North. We're starved and oppressed masses under a totalitarian thumb, but also arrogant and pigheaded émigrés living in golden exile from Miami to Madrid. More recently, we are hordes of criminals, the scum of the Earth, flooding into the United States. Where's the truth? Where's the lie?
News, Gwynne Dyer, Published on 08/11/2025
» The ceasefire in Gaza, however shaky, is freeing up some bandwidth for the world's media to fret about other ongoing massacres, and UN Secretary General António Guterres wasted no time in turning the spotlight on Sudan. "The horrifying crisis in Sudan … is spiralling out of control," he said on Monday -- but he didn't explain why.
Oped, Postbag, Published on 04/11/2025
» Re: "Forget the gloom", (PostBag, Oct 31) & "Thailand now 'the sick man of Asean'", (Opinion, Oct 30).
Andy Home, Published on 02/10/2025
» The copper market is long accustomed to unexpected supply hits but the catastrophic events at Freeport-McMoRan’s Grasberg mine in Indonesia are unprecedented in terms of scale and potential impact.
News, Mohamed A El-Erian, Published on 14/08/2025
» For many developing countries, the global economic landscape has shifted dramatically in recent years. Lower growth, disrupted supply chains, reduced aid flows, and heightened financial-market volatility represent significant headwinds. Underpinning these changes is a fundamental restructuring, driven by the developed world, of the postwar economic and financial order. Against this background, a handful of factors are becoming critically important for the current and future well-being of developing countries -- and for the fate of multilateral institutions.
Oped, Postbag, Published on 21/07/2025
» Re: "Taking stock of nation's climate finance", (Opinion, July 17).
Oped, Mohamed A. El-Erian, Published on 29/05/2025
» Although this year is not even half over, it is already likely to feature in history books as one of extreme policy-induced volatility -- not only in financial markets but also in terms of economic narratives and international relations. But where it will lead remains to be seen. Are we witnessing the fragmenting of the US domestic and international order, or just a bumpy ride towards a beneficial rewiring of both?