Category: Mohamed El-erian
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WAR
Peter Zeihan highlights ongoing negotiations between Saudi Arabia and Israel regarding normalization, with the younger generation of Saudi leaders showing less concern for the Palestinian cause. The outcome of these negotiations could have significant geopolitical implications, particularly if Saudi Arabia aligns with Israel. https://www.wsj.com/video/watch-israels-iron-dome-intercepts-wave-of-rockets-from-gaza/74ECAA16-8BE3-4285-B472-E31B9399972A.html
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Soft Landing
Mohamed El-Erian, former CEO and current academic and economic adviser, thinks that a soft landing narrative in the economy, combined with *money on the sidelines*, is driving the current rally. El-Erian acknowledges the bearish sentiment among investors but believes good earnings numbers could bring some back. *reminder…there is no such thing as money on the…