Surveillance: El-Erian's Fed Outlook
Bloomberg Surveillance
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Global Wall Street on a Friday
This is a really crucial quarter or maybe half a year for the global markets right now. I think Marcus kind of got ahead of themselves about either a tweak in yield curve control or eventual lift off. It's clear from the Bank of Japan comments and from policymaking of Japan that they're very, very concerned. The numbers are starting to turn over right now, not only domestically but obviously globally. And so I think that's the signal that's coming. They can surprise us next week,. But this is not a time for surprises to me.
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