Episode Details

The US is Risking Stagflation | Mohamed El-Erian
3/7/2025
Forward Guidance ↗

Key Insights

Bullish:

  • 🟢 $INFLATION - Inflation reduction progress has stalled, with concerns about potential increases in the future.
    • ā€œWe're gonna get another print next week. I think what we know is the progress in reducing inflation has stalled. It has stalled. And the question is, is it gonna go back up?ā€ - Mohamed (11:44)
  • 🟢 $JPY - šŸ”’
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  • 🟢 $EQUITIES - šŸ”’
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  • 🟢 $BTC - šŸ”’
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  • 🟢 $EUR - šŸ”’
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  • 🟢 $BUND - šŸ”’
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Bearish:

  • šŸ”» $ECON - šŸ”’
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  • šŸ”» $CL - šŸ”’
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