Demand shock
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Iran war could lead to U.S. inflation shock, says Allianz's Mohamed El-Erian
Youtube· 2026-03-30 18:09
Joining us now for more on the markets, Muhammad Alien, professor at the Wharton School and Alian, chief economist. Muhammad, always great to see you. >> Thanks for having me.>> So, I mean, if you take a look at the bond market, the cues there seem to be shifting to a concern about growth, concern about longer inflation. Where do you stand on all of this. >> So, I do think we're going from a price shock to a price shock and a demand shock.>> And that's the economic logic of all these tipping points that are ...