• 2024 Catholic Investor Symposium: US Productivity or Debt: Who Wins? Keynote

  • Nov 18 2024
  • Length: 45 mins
  • Podcast

2024 Catholic Investor Symposium: US Productivity or Debt: Who Wins? Keynote

  • Summary

  • In this keynote, Juhi Dhawan, Senior Managing Director, Partner and Macro Strategist at Wellington Management Company, discusses the optimism surrounding the US Economy's productivity trends as well as its debt.


    Highlights

    • Face-off between productivity and debt
    • Fed’s interest rate cut after four-and-a-half years
    • Uneven U.S. economic expansion
    • Election impact on U.S. economy
    • Productivity trends and cost-cutting
    • Immigration and its economic implications
    • Importance of productivity in a tight labor market
    • Long-term effects of AI adoption
    • Industrial policy and U.S.–China relations
    • Fiscal deficit concerns and election impact
    • Risks of higher real interest rates
    • Commercial real estate and interest rates
    • Inflation risk and Fed policy balance

    Episode Resources

    • Connect with Catholic Investment Services
    • https://catholicinvest.org/about-us/
    • https://catholicinvest.org/about-us/#board-of-trustees
    • https://catholicinvest.org/contact-us/
    • https://catholicinvest.org/cis-institute/
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