Frequently Asked Questions: Sovereign Yields, AI Productivity and the US Dollar

Podcast: The Decisive Podcast: Insights and analysis to empower confident decision-making. · S&P Global Market Intelligence

Opublikowano: 2026-09-12

In this episode of The Decisive, Kristen Hallam speaks with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, who answers frequently asked questions shaping the macroeconomic outlook: why sovereign yields have been rising, whether AI-driven productivity gains could lower inflation and policy rates, and what a weaker US dollar could mean for the global economy. This conversation was recorded in May 2026, and the questions are still top of mind today. Ken explains that sovereign bond yields have moved higher as markets reassess inflation risks, central bank policy expectations and the sustainability of public finances. Higher...