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/