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Mohamed El-Erian. Arkivbild. (LUCY NICHOLSON)

El-Erian: Diversifiering från dollarn driver guldrushen

Guldets utveckling i relation till traditionella variabler som räntor och dollarn visar att de tidigare sambanden har brutits. Det säger toppekonomen Mohamed El-Erian till Bloomberg efter att guldet i veckan nådde nya rekordnivåer.

Bakom årets rally på 32 procent ligger en diversifiering bort från dollarn, bland annat i centralbankernas valutareserver. El-Erian noterar att det är ett långsamt skifte som äger rum.

– De dåliga nyheterna är att detta momentum stärks, säger El-Erian till nyhetsbyrån.

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Mohamed El-Erian
Wikipedia (en)
Mohamed Abdullah El-Erian (Arabic: محمد العريان, romanized: Muḥammad al-ʿAryān; born August 19, 1958) is an Egyptian-American economist and businessman. He is President of Queens' College, Cambridge, and chief economic adviser at Allianz, the corporate parent of PIMCO where he was CEO and co-chief investment officer (2007–14). He was chair of President Obama's Global Development Council (2012–17), and is a columnist for Bloomberg View, and a contributing editor to the Financial Times. Since 2014, he has been on the panel of experts that judged and selected the Financial Times/McKinsey Business Book of the Year. He is also a regular contributor to Project Syndicate, Yahoo! Finance, Business Insider as well as Fortune/CNN and Foreign Policy. Named for four years in a row as one of Foreign Policy's "Top 100 Global Thinkers," he has written two New York Times Best Sellers, including, The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse published in January 2016 by Random House. Together with Sir Harvey McGrath, he co-chairs the capital campaign for Cambridge University. On July 1, 2019, El-Erian was appointed Senior Global Fellow at The Lauder Institute and part-time Professor of Practice at The Wharton School.
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