United States, Institutional
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Insights By Juhi Dhawan
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Article
4 min
Warsh as Fed chair: Something for everyone
Macro Strategist Juhi Dhawan shares five key takeaways on Kevin Warsh, President Trump’s nominee to be the next Fed chair, including thoughts on interest rates, deregulation, and the market impact.
4 min
Article
2027-02-28
Article
14 min
The rising tide of AI: How it could lift US productivity, growth, and profits
From an economic and market standpoint, a lot is riding on the future of artificial intelligence. Macro Strategist Juhi Dhawan sees plenty of reasons for excitement but also a need for patience along the way.
14 min
Article
2026-12-31
Article
6 min
The Fed architecture under scrutiny: What are the investment implications?
Macro Strategist Juhi Dhawan looks at how changes in the Federal Reserve's personnel and decision making could impact policy, the US dollar, and financial markets.
6 min
Article
2026-09-30
Article
5 min
Stagflation watch: Thoughts on tariffs, inflation, and Fed policy
US Macro Strategist Juhi Dhawan considers signs the US economy may be moving toward a toxic mix of slowing growth and rising inflation, creating challenges for the Fed and investors.
5 min
Article
2026-08-31
Podcast
30:52 min
Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more.
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30:52 min
Podcast
Article
7 min
Weighing the economic winners and losers of the One Big Beautiful Bill Act
Macro Strategist Juhi Dhawan unpacks the impact of One Big Beautiful Bill Act, including its potential effect on economic growth, corporate earnings, and the US government deficit and debt.
7 min
Article
2026-07-31
Article
8 min
Shrinking the government footprint: Medicaid cuts and America’s economic health
Macro Strategist Juhi Dhawan looks at what changes to the mammoth US Medicaid program could mean for economic growth, employment, inflation, and financial markets.
8 min
Article
2026-03-31
Article
5 min
Shrinking the government footprint: Deregulation and the US economy
Macro Strategist Juhi Dhawan shares her view on the economic effects of the Trump administration’s efforts to slash red tape, including the impact on growth and inflation, as well as some of the potential drawbacks of this approach.
5 min
Article
2026-03-31
Article
7 min
The US immigration crackdown: Weighing the economic implications
As the details of new US immigration policies come into focus, Macro Strategist Juhi Dhawan considers the risks they may pose for the labor market and the broader economy.
7 min
Article
2026-02-28
Article
8 min
Navigating uncertain policy shifts
Macro Strategist Juhi Dhawan explains why investors should prepare for heightened volatility in 2025, due to significant policy changes under President-elect Trump that will impact inflation, trade, and economic growth.
8 min
Article
2025-11-30
Podcast
21 min
Trump 2.0: US election market impacts
In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.
21 min
Podcast
2025-11-30
Podcast
21:30 min
In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.
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21:30 min
Podcast
Article
8 min
Thriving or surviving? The state of the US consumer and the economic implications
Macro Strategist Juhi Dhawan examines the condition of the all-important consumer, including the outlook for spending, the effects of inflation and prevailing interest rates, and the consequences for the overall economy.
8 min
Article
2025-06-30
Article
The Trump/Biden rematch: Market implications of unprecedented policy divergence
Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.
Article
2025-03-31
Podcast
25:24 min
Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.
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25:24 min
Podcast
Podcast
32:50 min
Macro strategist Juhi Dhawan joins host Thomas Mucha to discuss her latest research on the Fed, inflation, and the key macro themes shaping today's markets.
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32:50 min
Podcast
Quick Take
The latest Wellington investor survey shows that our investment teams are increasingly concerned about the economic cycle, with 45% seeing a global recession over the next 12 months as the most likely outcome.
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Quick Take
2022-11-30
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