Mohamed A. El-Erian(@elerianm):Staying on the topic of interest rates, this from Bloomberg on market expectations for central bank policies: "Traders see borrowing costs rising faster in Japan, Canada, the euro zone and the UK than in the US over the next year. Of the 32 swap markets tracked by Bloomberg, two-thirds are priced for rate hikes, with South Korea leading the pack at more than 100 basis points. It marks a shift from the Fed-dominated rate cycle of recent years." More to follow on the "why" and the "so what." #economy #markets #centralbanks

Mohamed A. El-Erian

@elerianm

Rene M Kern Prof of Prac at Wharton. Allianz Advisor. Gramercy Chair. Chair of UnderArmour Board. Former Pimco CEO/co-CIO and President of Queens' Col Cambridge

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Mohamed A. El-Erian@elerianm

2026.08.17 16:05

Staying on the topic of interest rates, this from Bloomberg on market expectations for central bank policies: "Traders see borrowing costs rising faster in Japan, Canada, the euro zone and the UK than in the US over the next year. Of the 32 swap markets tracked by Bloomberg, two-thirds are priced for rate hikes, with South Korea leading the pack at more than 100 basis points. It marks a shift from the Fed-dominated rate cycle of recent years." More to follow on the "why" and the "so what." #economy# #markets# #centralbanks#