Part of Project Jupiter Watch — the public record of the $165B data-center deal in Doña Ana County, NM. New here? Start with the Film →
Dossier · Who's Who
Mohamed El-Erian
Economist cited in the record for saying in December 2025 that Oracle's investment-grade notes were trading more like junk bonds.
At a glance
- Current roles
- Chair, Gramercy
- Adviser, Allianz
- Jurisdiction
- Private sector (no public jurisdiction)
- Verification
- confirmed — Two independent accounts agree
- In the record
- 0 sources · 0 connections · 0 dated entries
- Record id
- PJP48
Key facts
- 2025-12Said in December 2025 that Oracle's investment-grade notes were "now trading more like junk bonds," a signal about the repricing of AI-exposed balance sheets.
- 2026-02Commented on Blue Owl's February 2026 halt of redemptions and $1.4 billion loan sale.
The record
Economist (Gramercy chair, Allianz adviser); Dec 2025: Oracle's IG notes 'now trading more like junk bonds'; a signal about repricing AI-exposed balance sheets
In the Watch · 1
Sources · pending
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