Juhi Dhawan, PhD: "US: The Faceoff Between Debt and Productivity"

Juhi Dhawan, PhD

Senior Managing Director, Partner, and Macro Strategist

Wellington Management Company, LLP

The US government sector deficit and debt levels are prompting bond vigilantes to demand a term premium for holding long-term US government securities. Rising discount rates on such concerns can destabilize financial assets and jeopardize economic and market returns. On the other hand, there is much excitement around technological innovations which offer the possibility of higher economic productivity and growth. Policy measures undertaken by the new administration will be of critical importance when considering this faceoff between debt and productivity.

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