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# ![@elerianm Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::332617373.png) @elerianm Mohamed A. El-Erian

Mohamed A. El-Erian posts on X about tariffs, stocks, china, debt the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

### Engagements: XXXXXXX [#](/creator/twitter::332617373/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::332617373/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX +20%
- X Months XXXXXXXXXX +47%
- X Year XXXXXXXXXX +25%

### Mentions: XX [#](/creator/twitter::332617373/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::332617373/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX +11%

### Followers: XXXXXXX [#](/creator/twitter::332617373/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::332617373/c:line/m:followers.svg)

- X Week XXXXXXX +0.31%
- X Month XXXXXXX +1.20%
- X Months XXXXXXX +4.50%
- X Year XXXXXXX +9.90%

### CreatorRank: XXXXXX [#](/creator/twitter::332617373/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::332617373/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::332617373/influence)
---

**Social category influence**
[finance](/list/finance)  #358 [countries](/list/countries)  #2646 [stocks](/list/stocks)  #5270 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  #91 [exchanges](/list/exchanges)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[tariffs](/topic/tariffs) #750, [stocks](/topic/stocks) #1372, [china](/topic/china) #2384, [debt](/topic/debt) #10, [federal reserve](/topic/federal-reserve) #189, [has been](/topic/has-been) #2785, [$6753t](/topic/$6753t) #1450, [united states](/topic/united-states) #702, [bitcoin](/topic/bitcoin) #4852, [france](/topic/france) #2614

**Top accounts mentioned or mentioned by**
[@ft](/creator/undefined) [@cambridgeuni](/creator/undefined) [@queenscam](/creator/undefined) [@bonaparteeric](/creator/undefined) [@wsj](/creator/undefined) [@stankoniacap](/creator/undefined) [@cnbc](/creator/undefined) [@opinion](/creator/undefined) [@johnmarkarian1](/creator/undefined) [@drsamehmesallum](/creator/undefined) [@grok](/creator/undefined) [@middatyildiz](/creator/undefined) [@jamesyo43532848](/creator/undefined) [@nfl_fantasynews](/creator/undefined) [@alerts_bullish](/creator/undefined) [@theeconomist](/creator/undefined) [@queensalumni](/creator/undefined) [@papaj555](/creator/undefined) [@__russellm](/creator/undefined) [@imfnews](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase)
### Top Social Posts [#](/creator/twitter::332617373/posts)
---
Top posts by engagements in the last XX hours

"For now ChinaU.S. trade tensions continue to escalate ahead of the scheduled October XX meeting between President Trump and President Xi. #economy #Tariffs #trade #china #markets @FT"  
[X Link](https://x.com/elerianm/status/1978626798385557689) [@elerianm](/creator/x/elerianm) 2025-10-16T00:59Z 773.4K followers, 158.3K engagements


"From Bloomberg: Bond holders want an ever-higher premium to hold the debt of developed-nation governments as turmoil in France and Japan underscores how politics is eclipsing central bank policy globally as a key market driver. #economy #markets #bonds"  
[X Link](https://x.com/elerianm/status/1977467307568853250) [@elerianm](/creator/x/elerianm) 2025-10-12T20:12Z 773.4K followers, 373.6K engagements


"The wild moves in the yield on the 10-year US government bond during the Chair Powell event at the Economic Club of New York: The yield initially dipped below XXXX% only to jump to XXXX% and then partially reverse course. This type of volatility is similar to what has been experienced at several Fed press conferences in recent years and is consistent with communication-driven factors that according to the CEPR study on the issue is considerably higher than the historical experience. #economy #fed #federalreserve"  
[X Link](https://x.com/elerianm/status/1715056628389818820) [@elerianm](/creator/x/elerianm) 2023-10-19T17:25Z 772.6K followers, 285.6K engagements


"With the spotlight back on US tariff policy after yesterdays announcement of a XXX% additional levy on China as of November (if not earlier) these two charts from the Wall Street Journal may be of interest. The first highlights the substantial increase in monthly revenue collected from tariffs. Given the persistent US fiscal deficit and high national debt (as detailed in yesterday's post) any administration would likely be hesitant to reverse a policy that already generates this level of budgetary receipts. The second illustrates the pre-Friday disparity in tariff rates the US applies on its"  
[X Link](https://x.com/elerianm/status/1977011524473700419) [@elerianm](/creator/x/elerianm) 2025-10-11T14:00Z 773.4K followers, 59.7K engagements


"A great read This well-written and entertaining book takes the reader on an engaging journey through the 1929 crash and its aftermath. It explores how the ambition greed hubris and resilience of the main actors forever changed the course of finance and the economy. @andrewrsorkin #markets #economy"  
[X Link](https://x.com/elerianm/status/1978056719293898989) [@elerianm](/creator/x/elerianm) 2025-10-14T11:14Z 773.4K followers, 141.9K engagements


"And just like that gold is trading above $4200 an ounce. Gold's steady march from one record high to the next isn't surprising. As Ive noted before this rally is powered by fundamental factors both specific and general that are becoming more deeply entrenched. What is surprising however is the linear nature of its ascent as such conditions typically attract (in-and-out) short-term speculation. This rally has been smoothed by a broader market environment where rampant risk-taking has sent many other assets to record highs keeping short-term speculators engaged and happy. #economy #markets"  
[X Link](https://x.com/elerianm/status/1978452579601240547) [@elerianm](/creator/x/elerianm) 2025-10-15T13:27Z 773.4K followers, 130.7K engagements


"FYI the link to my weekly look ahead for the global economy and markets. #economy #markets"  
[X Link](https://x.com/elerianm/status/1977080426637541564) [@elerianm](/creator/x/elerianm) 2025-10-11T18:34Z 773.4K followers, 35.7K engagements


"Bloomberg on the latest UK data: The jobless rate climbed to XXX% in the three months through August the highest since May 2021. Economists had expected it to remain unchanged. Wage growth in the private sector cooled to XXX% the lowest since the end of 2021 and below the XXX% predicted. #economy #markets #uk #ions #wages #unemployment"  
[X Link](https://x.com/elerianm/status/1978072855590977622) [@elerianm](/creator/x/elerianm) 2025-10-14T12:18Z 773.4K followers, 42.6K engagements


"President Trump on the rising trade tensions with China: #economy #markets #trade #tariffs #china"  
[X Link](https://x.com/elerianm/status/1977447862867771424) [@elerianm](/creator/x/elerianm) 2025-10-12T18:54Z 773.4K followers, 241.1K engagements


"The resignation of another prime minister in France highlights deep-seated political instability and fiscal challenges. This article explores the immediate impact on French government bonds the unusual comparison to Italy's market and the wider implications for the ECB and the UK: #economy #markets #france #uk #italy @FT"  
[X Link](https://x.com/elerianm/status/1975607587543662804) [@elerianm](/creator/x/elerianm) 2025-10-07T17:02Z 773K followers, 38.4K engagements


"The @FT on how the price of gold has "rocketed almost XX% this year its best performance since 1979 as institutional investors pile in." @ft #economy #markets #gold"  
[X Link](https://x.com/elerianm/status/1975003590940123328) [@elerianm](/creator/x/elerianm) 2025-10-06T01:02Z 773.4K followers, 449.9K engagements


"Treasury Secretary Bessent's post (below) comes as market pressure pushes again the Argentine Peso towards its weakest recorded level (chart). #economy #markets #argentina"  
[X Link](https://x.com/elerianm/status/1979261593478197636) [@elerianm](/creator/x/elerianm) 2025-10-17T19:01Z 773.4K followers, 538.7K engagements


"The link to this afternoon's conversation with @ScottWapnerCNBC. Thank you Scott for having me on your show. #economy #markets @CNBC"  
[X Link](https://x.com/elerianm/status/1976761891579171062) [@elerianm](/creator/x/elerianm) 2025-10-10T21:28Z 773.4K followers, 34.1K engagements


"Todays Beige Book (link below) highlights the policy challenge facing this highly data-dependent Federal Reserve. On one hand the latest surveys from the regional Feds point to firms reducing employment through attrition and firings. This aligns with Chair Powells remarks yesterday suggesting a softening labor market that could justify further rate cuts. On the other hand the Beige Book complicates the policy conclusions in two ways. First it reports that input costs are rising at a faster pace than before in many districts even as consumer prices continue to climb. Second it suggests that"  
[X Link](https://x.com/elerianm/status/1978539552563495363) [@elerianm](/creator/x/elerianm) 2025-10-15T19:12Z 773.4K followers, 46.2K engagements


"Per these @CNBC charts and further to the earlier post: Gold is trading above $3900 poised to set yet another record high; and Bitcoin is within X% of its all time high. #economy #markets #gold #crypto #bitcoin #investing #investors"  
[X Link](https://x.com/elerianm/status/1974164015271264354) [@elerianm](/creator/x/elerianm) 2025-10-03T17:25Z 773.4K followers, 525.6K engagements


"Per Bloomberg: Junk debt is about as safe as investment-grade now at least according to prices in credit markets. The gap between risk premiums on the highest-rated US junk bonds and the lowest-rated investment-grade notes was hovering around XXXX percentage point this week not far from the lowest since 2019. This is part of a broader compression of risk premia across many market segments at a time when the broader macroeconomic context remains highly fluid. #economy #markets #investing #investors"  
[X Link](https://x.com/elerianm/status/1964390792618967192) [@elerianm](/creator/x/elerianm) 2025-09-06T18:10Z 773.3K followers, 121.4K engagements


"A new record for Bitcoin prices: Bitcoin traded above $125000 earlier this morning before pulling back somewhat. #bitcoin #crypto #markets"  
[X Link](https://x.com/elerianm/status/1974776822060785671) [@elerianm](/creator/x/elerianm) 2025-10-05T10:00Z 772.2K followers, 95.9K engagements


"Want to spark a heated debate among market participants Ask them whether this valuation premium is justified (I believe it is) whether it will persist (I think it will) andmost contentious of allat what overall level for the respective indices. (The chart below is from Bloomberg.) #economy #markets #stocks"  
[X Link](https://x.com/elerianm/status/1977064098841215034) [@elerianm](/creator/x/elerianm) 2025-10-11T17:29Z 773.4K followers, 56.9K engagements


"Further to the prior post the main market effects include Lower stocks A bigger drop in oil prices Weaker dollar Lower government bond yields #markets"  
[X Link](https://x.com/elerianm/status/1976703204214898809) [@elerianm](/creator/x/elerianm) 2025-10-10T17:35Z 773.4K followers, 78.7K engagements


"No stopping the price of gold for now: Up more than XX% so far this year it has more than doubled over the past two years. Consistent buying by some foreign central baks is being reinforced by growing institutional and retail allocations and a more volatile speculative overlay. #gold #markets #investing #investors"  
[X Link](https://x.com/elerianm/status/1975782709084500136) [@elerianm](/creator/x/elerianm) 2025-10-08T04:38Z 773.4K followers, 265.6K engagements


"The cover of this weeks edition of The Economist magazine and it concerns advanced rather than developing countries. #economy #debt @TheEconomist"  
[X Link](https://x.com/elerianm/status/1979374923664756745) [@elerianm](/creator/x/elerianm) 2025-10-18T02:32Z 773.4K followers, 524K engagements


"Note this X% plus depreciation in #Turkeys currency. Among the various explanations being put forward there is one simple fact: With dwindling Internatinal reserves there was always going to be a limit to how many things the authorities could stabilize using this single tool. The question was when this limit would be reached and who/what would be imposing it For background: #economy #markets @opinion"  
[X Link](https://x.com/elerianm/status/1666385990519324673) [@elerianm](/creator/x/elerianm) 2023-06-07T10:05Z 772.2K followers, 232.6K engagements


"This is the type of headline youd expect when gold prices hit a milestone record high as they did this morning. Yet as noted in yesterdays posts and several earlier ones this surge is occurring alongside risk-on indicators such as the S&P NASDAQ Russell and others also trading at or near record highs. In effect and for the reasons Ive outlined both in previous articles and here during golds remarkable recent ascent this development is less about unease in financial markets and in part more about an attempt by some to respond to what they perceive as the ongoing fragmentation of the global"  
[X Link](https://x.com/elerianm/status/1975566552775991318) [@elerianm](/creator/x/elerianm) 2025-10-07T14:19Z 773.4K followers, 115.5K engagements


"The very latest on today's sharp escalation in China-US tensions. #economy #china #tariffs"  
[X Link](https://x.com/elerianm/status/1976758831893168337) [@elerianm](/creator/x/elerianm) 2025-10-10T21:16Z 773.4K followers, 479K engagements


"Good morning. Here are some key takeaways from a Wall Street Journal summary (link below) of the US budget for the fiscal year that ended September 30th: Tariff revenues more than doubled to $XXX billion a significant jump considering rate hikes only took effect in April. Interest payments on the national debt surged by $XX billion to reach a new record of $X trillion. At $XXX trillion the overall deficit remained largely unchanged from the previous year. The fiscal year's deficit equaled X% of GDP pushing the total national debt closer to its post-World War II peak of 106%. #economy #markets"  
[X Link](https://x.com/elerianm/status/1976626239390773678) [@elerianm](/creator/x/elerianm) 2025-10-10T12:29Z 773.4K followers, 66.7K engagements


"Good morning. Per the latest headlines from Bloomberg and the Financial Times (below) its another rollercoaster day for China-US trade tensions. #economy #trade #tariffs #china #markets"  
[X Link](https://x.com/elerianm/status/1978011030354563552) [@elerianm](/creator/x/elerianm) 2025-10-14T08:12Z 773.4K followers, 65.4K engagements


"This chart illustrating how central bank direct holdings of gold now exceed those of U.S. Treasuries for the first time in some thirty years is attracting significant attention. #gold #centralbanks #markets #bonds"  
[X Link](https://x.com/elerianm/status/1962275798619914297) [@elerianm](/creator/x/elerianm) 2025-08-31T22:06Z 773.3K followers, 714.7K engagements


"The markets sharp reaction to Federal Reserve Chair Powells Jackson Hole pivot is evident in surging stock prices falling yields and a weaker dollar. #economy #markets #stocks #bonbs #dollar #FederReserve"  
[X Link](https://x.com/elerianm/status/1958912605306618347) [@elerianm](/creator/x/elerianm) 2025-08-22T15:22Z 773.4K followers, 543.7K engagements


"From Bloomberg: Investors are seeking to protect themselves from threats posed by runaway budget deficits through a phenomenon known as the "debasement trade" pulling away from sovereign debt and currencies. Id just add that several factors are driving the so-called debasement trade not deficits alone. #economy #markets #debasementtrade #debasement"  
[X Link](https://x.com/elerianm/status/1977881719014408304) [@elerianm](/creator/x/elerianm) 2025-10-13T23:38Z 773.4K followers, 121K engagements


"From Bloomberg: Beijing has been accumulating gold reserves for a decade and is now seeking to woo other nations to store gold in China's bonded warehouses and trade the metal on the Shanghai Gold Exchange. #economy #china #gold #markets"  
[X Link](https://x.com/elerianm/status/1976244432317096373) [@elerianm](/creator/x/elerianm) 2025-10-09T11:12Z 773.4K followers, 1.2M engagements


"Heres the link to the minutes from last months Federal Reserve policy meeting. They reveal significantly less consensus among officials on key policy issues than what was signaled at the press conference that followed that meeting. #economy #markets #centralbanks #FederalReserve"  
[X Link](https://x.com/elerianm/status/1975993876449198487) [@elerianm](/creator/x/elerianm) 2025-10-08T18:37Z 772.3K followers, 40.8K engagements


"Of note the yield on the 10-year US Treasury has fallen below X% as credit concerns weigh on regional bank stocks (Bloomberg charts below). This follows warnings from Jamie Dimon JP Morgan CEO about credit cockroaches. #economy #markets #banks #credit @jpmorgan"  
[X Link](https://x.com/elerianm/status/1978890969769480288) [@elerianm](/creator/x/elerianm) 2025-10-16T18:29Z 773.4K followers, 320.1K engagements


"This IMF chart illustrates the successive revisions to the Fund's global growth forecasts for 2025-26 since October 2024. The latest update projects growth of XXX% for this year and XXX% for the next narrowing the gap with the Oct 2024 forecast to just XXX percentage points. It has been as much as XXX percentage points. A similar pattern of less pessimistic outcomes is evident in inflation forecasts where the expected impact of US tariffs has also been reduced. An IMF official attributed this to "many trade deals and exemptions" adding that "most countries also refrained from retaliation.""  
[X Link](https://x.com/elerianm/status/1978271425552408882) [@elerianm](/creator/x/elerianm) 2025-10-15T01:27Z 773.4K followers, 36.6K engagements


"IMF on Navigating Global Uncertainty IMF Managing Director Kristalina Georgieva highlighted yesterday a paradox in the global economy: uncertainty has shot upyet global sentiment is holding up." To navigate this mixture of anxiety and resilience she specified three key medium-term priorities for policymakers: Repairing government finances. Rebalancing economies both domestically and externally. Lifting long-term trend growth. #IMF #economy #growth @KGeorgieva @IMFNews"  
[X Link](https://x.com/elerianm/status/1979510983342051786) [@elerianm](/creator/x/elerianm) 2025-10-18T11:32Z 773.4K followers, 33.4K engagements


"How important is AI for 2025 US growth Here's @Axios on the consumption and investment effects: "The rip-roaring performance of just XX AI-linked stocks may be driving nearly $XXX billion in annual consumer spending Axios' Neil Irwin writes from a new report from JPMorgan economists. Why it matters: The overall economy has become increasingly dependent on AI-driven growth most notably through investment in data centers and software. But the "wealth effect" in which higher asset prices make consumers more willing to spend money is part of the story as well." #economy #markets #AI #growth"  
[X Link](https://x.com/elerianm/status/1979147357250814359) [@elerianm](/creator/x/elerianm) 2025-10-17T11:27Z 773.4K followers, 33K engagements


"From the @FT: UK consumers have curbed spending more than anywhere else in the G7 since the pandemic as high interest rates and fear of economic shocks prompt households to build up savings rather than splashing out. Since the start of the Covid pandemic in 2020 UK household spending has risen just X per cent in real terms and fallen X per cent on a per capita basis. #economy #uk"  
[X Link](https://x.com/elerianm/status/1977099135632523413) [@elerianm](/creator/x/elerianm) 2025-10-11T19:49Z 773.4K followers, 838.5K engagements


"One of the Policies that we are calculating at this moment is a massive increase of Tariffs on Chinese products coming into the United States of America. There are many other countermeasures that are likewise under serious consideration. This statement from President Trumps social media post (below) has drawn market attention. Investors and traders had assumed that the US and China would resolve their differences by the current (November) deadline. Now they are reassessing the situation recognizing that both direct and secondary tariffs may british more likely than previously anticipated."  
[X Link](https://x.com/elerianm/status/1976701045532508346) [@elerianm](/creator/x/elerianm) 2025-10-10T17:27Z 773.3K followers, 120.6K engagements


"The chart below is from the IMF. Despite the significant surge over the past two years I suspect this trend has more room to run. The primary driver is the ongoing effort by some central banks to diversify their reserve holdings and reduce their reliance on the US dollar. #markets #economy #gold"  
[X Link](https://x.com/elerianm/status/1976755431587692583) [@elerianm](/creator/x/elerianm) 2025-10-10T21:03Z 773.4K followers, 126.5K engagements


"Who would have thought that the Eurozones/EUs second most important economy would have an A+ rating S&P has just downgraded Frances sovereign credit rating to A+ from AA. This surprise move is likely to add pressure on French bond spreads. Beyond raising borrowing costs and denting Frances economic standing the downgrade shakes confidence at the very core of a region already in need of deeper structural reforms to revive productivity and growth. #economy #france #eu #eurozone #growth @stndrdandpoor"  
[X Link](https://x.com/elerianm/status/1979368497181286889) [@elerianm](/creator/x/elerianm) 2025-10-18T02:06Z 773.4K followers, 86.6K engagements


"This is the second piece of news today that challenges a previously held consensus among market participants and economiststhat is the assumption that a government shutdown can be looked through as previous ones have ended with no lasting effects. IF this shutdown accelerates the firing of federal employees and it is an IF it will have adverse distributional impacts especially in what is already a K-shaped economy. It could also have broader effects for the economy. #economy #jobs #markets"  
[X Link](https://x.com/elerianm/status/1976713430221619517) [@elerianm](/creator/x/elerianm) 2025-10-10T18:16Z 773.3K followers, 53.9K engagements


"What if stock market gains were measured in gold instead of dollars As John Authers notes Denominate U.S. stocks in gold rather than dollars and theyve been in decline since the dot-com bubble burst XX years ago. Stocks elsewhere have done even worse. #stocks #gold #markets #investors #investing"  
[X Link](https://x.com/elerianm/status/1976237139185574170) [@elerianm](/creator/x/elerianm) 2025-10-09T10:43Z 773.4K followers, 922.8K engagements


"This weeks "Fedspeak" has shed important light on the differences of views among members of the Federal Open Market Committee (FOMC) particularly between Chair Powell and Governor Miran. This has also given rise to market and economist chatter that there are now two Fed Chairs to listen to: Powell and what Miran may signal about the views of Powells future successor whoever that may be. The most important differences relate to first a delta of around XXX basis point in estimates of the neutral rate and second how quickly the Fed should journey to that rate. Both views are impacted by"  
[X Link](https://x.com/elerianm/status/1970882068243423370) [@elerianm](/creator/x/elerianm) 2025-09-24T16:04Z 773.2K followers, 37.2K engagements


"Gold and silver both hit new record highs today as stocks rebound from last Friday's selloff. #markets #gold #silver #stocks #investing #investors"  
[X Link](https://x.com/elerianm/status/1977763402488381944) [@elerianm](/creator/x/elerianm) 2025-10-13T15:48Z 773.4K followers, 66.7K engagements


"A couple of notable market moves this morning: The 10-year U.S. Treasury yield has dropped below 4.10%. WTI crude oil is trading below $XX a barrel (chart). These developments combined with remarks signaling future rate cuts from Federal Reserve Governor Waller (identified as one of the five finalists to replace Chair Powell) will provide a boost to stocks. #economy #markets #oil #federalreserve"  
[X Link](https://x.com/elerianm/status/1976643598960705700) [@elerianm](/creator/x/elerianm) 2025-10-10T13:38Z 773.3K followers, 141.8K engagements


"Cockroaches vs. Termites -- A Credit Analogy JPMorgan Chase CEO Jamie Dimons mention of cockroaches regarding this weeks credit issues was appropriate: We're likely to see more isolated cases of excessive lending and inadequate due diligence pop up the quasi-inevitable result of a massive stretch for yield by some investors/creditors. But cockroaches aren't termites: While ugly these isolated problems don't eat away at the foundation and as such they are unlikely to pose a systemic risk to overall economic well-being. #economy #markets #credit @jpmorgan #debt #bonds"  
[X Link](https://x.com/elerianm/status/1979258374223970810) [@elerianm](/creator/x/elerianm) 2025-10-17T18:49Z 773.4K followers, 69.3K engagements


"Heres one of the covers of this weeks Economist magazine. There is little doubt in my mind that AI is a transformative general-purpose technology poised to deliver significant productivity gainsand inevitably excesses. History reminds us that such innovations dramatically lower the barriers to entry for both existing and new activities often setting off initial waves of overproduction and overconsumption. As such some wasted investments and failed ventures are part of the process. But get the ecosystem and diffusion right and the upside potential for growth is exciting substantive and"  
[X Link](https://x.com/elerianm/status/1966237506640482461) [@elerianm](/creator/x/elerianm) 2025-09-11T20:28Z 772.3K followers, 67.3K engagements


"The preliminary US UMich sentiment for October show Overall sentiment is unchanged from September and somewhat better than the consensus forecast. Current conditions did the heavy lifting as the expectation component was somewhat weaker than the consensus forecast. The inflation measures both short- and longer-term were broadly unchanged and in line with expectations at XXX% and XXX% respectively. #economy #markets"  
[X Link](https://x.com/elerianm/status/1976650519730139285) [@elerianm](/creator/x/elerianm) 2025-10-10T14:06Z 773.3K followers, 33K engagements


"A clip from yesterday's CNBC conversation with Scott Wapner: #economy #markets #bonds @cnbc @ScottWapnerCNBC"  
[X Link](https://x.com/elerianm/status/1979141340278456463) [@elerianm](/creator/x/elerianm) 2025-10-17T11:04Z 773.4K followers, 31.2K engagements


"Per this CNBC reporting the strategy favoring gold and Bitcoin now has a name: JP Morgan analysts are calling it "the debasement trade." #economy #gold #bitcoin @jpmorgan @CNBC"  
[X Link](https://x.com/elerianm/status/1973755997173989595) [@elerianm](/creator/x/elerianm) 2025-10-02T14:24Z 773.4K followers, 2.7M engagements

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@elerianm Avatar @elerianm Mohamed A. El-Erian

Mohamed A. El-Erian posts on X about tariffs, stocks, china, debt the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

Engagements Line Chart

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  • X Month XXXXXXXXXX +20%
  • X Months XXXXXXXXXX +47%
  • X Year XXXXXXXXXX +25%

Mentions: XX #

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  • X Week XX -XXXX%
  • X Month XXX -XXXX%
  • X Months XXX -XX%
  • X Year XXXXX +11%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.31%
  • X Month XXXXXXX +1.20%
  • X Months XXXXXXX +4.50%
  • X Year XXXXXXX +9.90%

CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance #358 countries #2646 stocks #5270 cryptocurrencies XXXX% currencies #91 exchanges XXXX% travel destinations XXXX%

Social topic influence tariffs #750, stocks #1372, china #2384, debt #10, federal reserve #189, has been #2785, $6753t #1450, united states #702, bitcoin #4852, france #2614

Top accounts mentioned or mentioned by @ft @cambridgeuni @queenscam @bonaparteeric @wsj @stankoniacap @cnbc @opinion @johnmarkarian1 @drsamehmesallum @grok @middatyildiz @jamesyo43532848 @nfl_fantasynews @alerts_bullish @theeconomist @queensalumni @papaj555 @__russellm @imfnews

Top assets mentioned Bitcoin (BTC) JPMorgan Chase (JPM)

Top Social Posts #


Top posts by engagements in the last XX hours

"For now ChinaU.S. trade tensions continue to escalate ahead of the scheduled October XX meeting between President Trump and President Xi. #economy #Tariffs #trade #china #markets @FT"
X Link @elerianm 2025-10-16T00:59Z 773.4K followers, 158.3K engagements

"From Bloomberg: Bond holders want an ever-higher premium to hold the debt of developed-nation governments as turmoil in France and Japan underscores how politics is eclipsing central bank policy globally as a key market driver. #economy #markets #bonds"
X Link @elerianm 2025-10-12T20:12Z 773.4K followers, 373.6K engagements

"The wild moves in the yield on the 10-year US government bond during the Chair Powell event at the Economic Club of New York: The yield initially dipped below XXXX% only to jump to XXXX% and then partially reverse course. This type of volatility is similar to what has been experienced at several Fed press conferences in recent years and is consistent with communication-driven factors that according to the CEPR study on the issue is considerably higher than the historical experience. #economy #fed #federalreserve"
X Link @elerianm 2023-10-19T17:25Z 772.6K followers, 285.6K engagements

"With the spotlight back on US tariff policy after yesterdays announcement of a XXX% additional levy on China as of November (if not earlier) these two charts from the Wall Street Journal may be of interest. The first highlights the substantial increase in monthly revenue collected from tariffs. Given the persistent US fiscal deficit and high national debt (as detailed in yesterday's post) any administration would likely be hesitant to reverse a policy that already generates this level of budgetary receipts. The second illustrates the pre-Friday disparity in tariff rates the US applies on its"
X Link @elerianm 2025-10-11T14:00Z 773.4K followers, 59.7K engagements

"A great read This well-written and entertaining book takes the reader on an engaging journey through the 1929 crash and its aftermath. It explores how the ambition greed hubris and resilience of the main actors forever changed the course of finance and the economy. @andrewrsorkin #markets #economy"
X Link @elerianm 2025-10-14T11:14Z 773.4K followers, 141.9K engagements

"And just like that gold is trading above $4200 an ounce. Gold's steady march from one record high to the next isn't surprising. As Ive noted before this rally is powered by fundamental factors both specific and general that are becoming more deeply entrenched. What is surprising however is the linear nature of its ascent as such conditions typically attract (in-and-out) short-term speculation. This rally has been smoothed by a broader market environment where rampant risk-taking has sent many other assets to record highs keeping short-term speculators engaged and happy. #economy #markets"
X Link @elerianm 2025-10-15T13:27Z 773.4K followers, 130.7K engagements

"FYI the link to my weekly look ahead for the global economy and markets. #economy #markets"
X Link @elerianm 2025-10-11T18:34Z 773.4K followers, 35.7K engagements

"Bloomberg on the latest UK data: The jobless rate climbed to XXX% in the three months through August the highest since May 2021. Economists had expected it to remain unchanged. Wage growth in the private sector cooled to XXX% the lowest since the end of 2021 and below the XXX% predicted. #economy #markets #uk #ions #wages #unemployment"
X Link @elerianm 2025-10-14T12:18Z 773.4K followers, 42.6K engagements

"President Trump on the rising trade tensions with China: #economy #markets #trade #tariffs #china"
X Link @elerianm 2025-10-12T18:54Z 773.4K followers, 241.1K engagements

"The resignation of another prime minister in France highlights deep-seated political instability and fiscal challenges. This article explores the immediate impact on French government bonds the unusual comparison to Italy's market and the wider implications for the ECB and the UK: #economy #markets #france #uk #italy @FT"
X Link @elerianm 2025-10-07T17:02Z 773K followers, 38.4K engagements

"The @FT on how the price of gold has "rocketed almost XX% this year its best performance since 1979 as institutional investors pile in." @ft #economy #markets #gold"
X Link @elerianm 2025-10-06T01:02Z 773.4K followers, 449.9K engagements

"Treasury Secretary Bessent's post (below) comes as market pressure pushes again the Argentine Peso towards its weakest recorded level (chart). #economy #markets #argentina"
X Link @elerianm 2025-10-17T19:01Z 773.4K followers, 538.7K engagements

"The link to this afternoon's conversation with @ScottWapnerCNBC. Thank you Scott for having me on your show. #economy #markets @CNBC"
X Link @elerianm 2025-10-10T21:28Z 773.4K followers, 34.1K engagements

"Todays Beige Book (link below) highlights the policy challenge facing this highly data-dependent Federal Reserve. On one hand the latest surveys from the regional Feds point to firms reducing employment through attrition and firings. This aligns with Chair Powells remarks yesterday suggesting a softening labor market that could justify further rate cuts. On the other hand the Beige Book complicates the policy conclusions in two ways. First it reports that input costs are rising at a faster pace than before in many districts even as consumer prices continue to climb. Second it suggests that"
X Link @elerianm 2025-10-15T19:12Z 773.4K followers, 46.2K engagements

"Per these @CNBC charts and further to the earlier post: Gold is trading above $3900 poised to set yet another record high; and Bitcoin is within X% of its all time high. #economy #markets #gold #crypto #bitcoin #investing #investors"
X Link @elerianm 2025-10-03T17:25Z 773.4K followers, 525.6K engagements

"Per Bloomberg: Junk debt is about as safe as investment-grade now at least according to prices in credit markets. The gap between risk premiums on the highest-rated US junk bonds and the lowest-rated investment-grade notes was hovering around XXXX percentage point this week not far from the lowest since 2019. This is part of a broader compression of risk premia across many market segments at a time when the broader macroeconomic context remains highly fluid. #economy #markets #investing #investors"
X Link @elerianm 2025-09-06T18:10Z 773.3K followers, 121.4K engagements

"A new record for Bitcoin prices: Bitcoin traded above $125000 earlier this morning before pulling back somewhat. #bitcoin #crypto #markets"
X Link @elerianm 2025-10-05T10:00Z 772.2K followers, 95.9K engagements

"Want to spark a heated debate among market participants Ask them whether this valuation premium is justified (I believe it is) whether it will persist (I think it will) andmost contentious of allat what overall level for the respective indices. (The chart below is from Bloomberg.) #economy #markets #stocks"
X Link @elerianm 2025-10-11T17:29Z 773.4K followers, 56.9K engagements

"Further to the prior post the main market effects include Lower stocks A bigger drop in oil prices Weaker dollar Lower government bond yields #markets"
X Link @elerianm 2025-10-10T17:35Z 773.4K followers, 78.7K engagements

"No stopping the price of gold for now: Up more than XX% so far this year it has more than doubled over the past two years. Consistent buying by some foreign central baks is being reinforced by growing institutional and retail allocations and a more volatile speculative overlay. #gold #markets #investing #investors"
X Link @elerianm 2025-10-08T04:38Z 773.4K followers, 265.6K engagements

"The cover of this weeks edition of The Economist magazine and it concerns advanced rather than developing countries. #economy #debt @TheEconomist"
X Link @elerianm 2025-10-18T02:32Z 773.4K followers, 524K engagements

"Note this X% plus depreciation in #Turkeys currency. Among the various explanations being put forward there is one simple fact: With dwindling Internatinal reserves there was always going to be a limit to how many things the authorities could stabilize using this single tool. The question was when this limit would be reached and who/what would be imposing it For background: #economy #markets @opinion"
X Link @elerianm 2023-06-07T10:05Z 772.2K followers, 232.6K engagements

"This is the type of headline youd expect when gold prices hit a milestone record high as they did this morning. Yet as noted in yesterdays posts and several earlier ones this surge is occurring alongside risk-on indicators such as the S&P NASDAQ Russell and others also trading at or near record highs. In effect and for the reasons Ive outlined both in previous articles and here during golds remarkable recent ascent this development is less about unease in financial markets and in part more about an attempt by some to respond to what they perceive as the ongoing fragmentation of the global"
X Link @elerianm 2025-10-07T14:19Z 773.4K followers, 115.5K engagements

"The very latest on today's sharp escalation in China-US tensions. #economy #china #tariffs"
X Link @elerianm 2025-10-10T21:16Z 773.4K followers, 479K engagements

"Good morning. Here are some key takeaways from a Wall Street Journal summary (link below) of the US budget for the fiscal year that ended September 30th: Tariff revenues more than doubled to $XXX billion a significant jump considering rate hikes only took effect in April. Interest payments on the national debt surged by $XX billion to reach a new record of $X trillion. At $XXX trillion the overall deficit remained largely unchanged from the previous year. The fiscal year's deficit equaled X% of GDP pushing the total national debt closer to its post-World War II peak of 106%. #economy #markets"
X Link @elerianm 2025-10-10T12:29Z 773.4K followers, 66.7K engagements

"Good morning. Per the latest headlines from Bloomberg and the Financial Times (below) its another rollercoaster day for China-US trade tensions. #economy #trade #tariffs #china #markets"
X Link @elerianm 2025-10-14T08:12Z 773.4K followers, 65.4K engagements

"This chart illustrating how central bank direct holdings of gold now exceed those of U.S. Treasuries for the first time in some thirty years is attracting significant attention. #gold #centralbanks #markets #bonds"
X Link @elerianm 2025-08-31T22:06Z 773.3K followers, 714.7K engagements

"The markets sharp reaction to Federal Reserve Chair Powells Jackson Hole pivot is evident in surging stock prices falling yields and a weaker dollar. #economy #markets #stocks #bonbs #dollar #FederReserve"
X Link @elerianm 2025-08-22T15:22Z 773.4K followers, 543.7K engagements

"From Bloomberg: Investors are seeking to protect themselves from threats posed by runaway budget deficits through a phenomenon known as the "debasement trade" pulling away from sovereign debt and currencies. Id just add that several factors are driving the so-called debasement trade not deficits alone. #economy #markets #debasementtrade #debasement"
X Link @elerianm 2025-10-13T23:38Z 773.4K followers, 121K engagements

"From Bloomberg: Beijing has been accumulating gold reserves for a decade and is now seeking to woo other nations to store gold in China's bonded warehouses and trade the metal on the Shanghai Gold Exchange. #economy #china #gold #markets"
X Link @elerianm 2025-10-09T11:12Z 773.4K followers, 1.2M engagements

"Heres the link to the minutes from last months Federal Reserve policy meeting. They reveal significantly less consensus among officials on key policy issues than what was signaled at the press conference that followed that meeting. #economy #markets #centralbanks #FederalReserve"
X Link @elerianm 2025-10-08T18:37Z 772.3K followers, 40.8K engagements

"Of note the yield on the 10-year US Treasury has fallen below X% as credit concerns weigh on regional bank stocks (Bloomberg charts below). This follows warnings from Jamie Dimon JP Morgan CEO about credit cockroaches. #economy #markets #banks #credit @jpmorgan"
X Link @elerianm 2025-10-16T18:29Z 773.4K followers, 320.1K engagements

"This IMF chart illustrates the successive revisions to the Fund's global growth forecasts for 2025-26 since October 2024. The latest update projects growth of XXX% for this year and XXX% for the next narrowing the gap with the Oct 2024 forecast to just XXX percentage points. It has been as much as XXX percentage points. A similar pattern of less pessimistic outcomes is evident in inflation forecasts where the expected impact of US tariffs has also been reduced. An IMF official attributed this to "many trade deals and exemptions" adding that "most countries also refrained from retaliation.""
X Link @elerianm 2025-10-15T01:27Z 773.4K followers, 36.6K engagements

"IMF on Navigating Global Uncertainty IMF Managing Director Kristalina Georgieva highlighted yesterday a paradox in the global economy: uncertainty has shot upyet global sentiment is holding up." To navigate this mixture of anxiety and resilience she specified three key medium-term priorities for policymakers: Repairing government finances. Rebalancing economies both domestically and externally. Lifting long-term trend growth. #IMF #economy #growth @KGeorgieva @IMFNews"
X Link @elerianm 2025-10-18T11:32Z 773.4K followers, 33.4K engagements

"How important is AI for 2025 US growth Here's @Axios on the consumption and investment effects: "The rip-roaring performance of just XX AI-linked stocks may be driving nearly $XXX billion in annual consumer spending Axios' Neil Irwin writes from a new report from JPMorgan economists. Why it matters: The overall economy has become increasingly dependent on AI-driven growth most notably through investment in data centers and software. But the "wealth effect" in which higher asset prices make consumers more willing to spend money is part of the story as well." #economy #markets #AI #growth"
X Link @elerianm 2025-10-17T11:27Z 773.4K followers, 33K engagements

"From the @FT: UK consumers have curbed spending more than anywhere else in the G7 since the pandemic as high interest rates and fear of economic shocks prompt households to build up savings rather than splashing out. Since the start of the Covid pandemic in 2020 UK household spending has risen just X per cent in real terms and fallen X per cent on a per capita basis. #economy #uk"
X Link @elerianm 2025-10-11T19:49Z 773.4K followers, 838.5K engagements

"One of the Policies that we are calculating at this moment is a massive increase of Tariffs on Chinese products coming into the United States of America. There are many other countermeasures that are likewise under serious consideration. This statement from President Trumps social media post (below) has drawn market attention. Investors and traders had assumed that the US and China would resolve their differences by the current (November) deadline. Now they are reassessing the situation recognizing that both direct and secondary tariffs may british more likely than previously anticipated."
X Link @elerianm 2025-10-10T17:27Z 773.3K followers, 120.6K engagements

"The chart below is from the IMF. Despite the significant surge over the past two years I suspect this trend has more room to run. The primary driver is the ongoing effort by some central banks to diversify their reserve holdings and reduce their reliance on the US dollar. #markets #economy #gold"
X Link @elerianm 2025-10-10T21:03Z 773.4K followers, 126.5K engagements

"Who would have thought that the Eurozones/EUs second most important economy would have an A+ rating S&P has just downgraded Frances sovereign credit rating to A+ from AA. This surprise move is likely to add pressure on French bond spreads. Beyond raising borrowing costs and denting Frances economic standing the downgrade shakes confidence at the very core of a region already in need of deeper structural reforms to revive productivity and growth. #economy #france #eu #eurozone #growth @stndrdandpoor"
X Link @elerianm 2025-10-18T02:06Z 773.4K followers, 86.6K engagements

"This is the second piece of news today that challenges a previously held consensus among market participants and economiststhat is the assumption that a government shutdown can be looked through as previous ones have ended with no lasting effects. IF this shutdown accelerates the firing of federal employees and it is an IF it will have adverse distributional impacts especially in what is already a K-shaped economy. It could also have broader effects for the economy. #economy #jobs #markets"
X Link @elerianm 2025-10-10T18:16Z 773.3K followers, 53.9K engagements

"What if stock market gains were measured in gold instead of dollars As John Authers notes Denominate U.S. stocks in gold rather than dollars and theyve been in decline since the dot-com bubble burst XX years ago. Stocks elsewhere have done even worse. #stocks #gold #markets #investors #investing"
X Link @elerianm 2025-10-09T10:43Z 773.4K followers, 922.8K engagements

"This weeks "Fedspeak" has shed important light on the differences of views among members of the Federal Open Market Committee (FOMC) particularly between Chair Powell and Governor Miran. This has also given rise to market and economist chatter that there are now two Fed Chairs to listen to: Powell and what Miran may signal about the views of Powells future successor whoever that may be. The most important differences relate to first a delta of around XXX basis point in estimates of the neutral rate and second how quickly the Fed should journey to that rate. Both views are impacted by"
X Link @elerianm 2025-09-24T16:04Z 773.2K followers, 37.2K engagements

"Gold and silver both hit new record highs today as stocks rebound from last Friday's selloff. #markets #gold #silver #stocks #investing #investors"
X Link @elerianm 2025-10-13T15:48Z 773.4K followers, 66.7K engagements

"A couple of notable market moves this morning: The 10-year U.S. Treasury yield has dropped below 4.10%. WTI crude oil is trading below $XX a barrel (chart). These developments combined with remarks signaling future rate cuts from Federal Reserve Governor Waller (identified as one of the five finalists to replace Chair Powell) will provide a boost to stocks. #economy #markets #oil #federalreserve"
X Link @elerianm 2025-10-10T13:38Z 773.3K followers, 141.8K engagements

"Cockroaches vs. Termites -- A Credit Analogy JPMorgan Chase CEO Jamie Dimons mention of cockroaches regarding this weeks credit issues was appropriate: We're likely to see more isolated cases of excessive lending and inadequate due diligence pop up the quasi-inevitable result of a massive stretch for yield by some investors/creditors. But cockroaches aren't termites: While ugly these isolated problems don't eat away at the foundation and as such they are unlikely to pose a systemic risk to overall economic well-being. #economy #markets #credit @jpmorgan #debt #bonds"
X Link @elerianm 2025-10-17T18:49Z 773.4K followers, 69.3K engagements

"Heres one of the covers of this weeks Economist magazine. There is little doubt in my mind that AI is a transformative general-purpose technology poised to deliver significant productivity gainsand inevitably excesses. History reminds us that such innovations dramatically lower the barriers to entry for both existing and new activities often setting off initial waves of overproduction and overconsumption. As such some wasted investments and failed ventures are part of the process. But get the ecosystem and diffusion right and the upside potential for growth is exciting substantive and"
X Link @elerianm 2025-09-11T20:28Z 772.3K followers, 67.3K engagements

"The preliminary US UMich sentiment for October show Overall sentiment is unchanged from September and somewhat better than the consensus forecast. Current conditions did the heavy lifting as the expectation component was somewhat weaker than the consensus forecast. The inflation measures both short- and longer-term were broadly unchanged and in line with expectations at XXX% and XXX% respectively. #economy #markets"
X Link @elerianm 2025-10-10T14:06Z 773.3K followers, 33K engagements

"A clip from yesterday's CNBC conversation with Scott Wapner: #economy #markets #bonds @cnbc @ScottWapnerCNBC"
X Link @elerianm 2025-10-17T11:04Z 773.4K followers, 31.2K engagements

"Per this CNBC reporting the strategy favoring gold and Bitcoin now has a name: JP Morgan analysts are calling it "the debasement trade." #economy #gold #bitcoin @jpmorgan @CNBC"
X Link @elerianm 2025-10-02T14:24Z 773.4K followers, 2.7M engagements

@elerianm
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