Soumaya Keynes

speaker

263 appearances 1 recordings 1 series first heard Jul 2026 last heard 26 Jul

Soumaya Keynes’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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In the US, if you're the government, you could borrow a bit less.

You could make the decision that if we want nice things, we've got to pay for them rather than relying on international investors to fund that gap.

None of it's easy.

There is a sense in which

This is a domestic US problem, right?

This is an imbalanced situation.

But this isn't just the US's problem, right?

If the US suddenly rode back their consumption, right?

Suppose the US...

President Donald Trump gets out of bed tomorrow morning, has a change of heart and says, oh, I've got it, right?

The problem is that the government is spending too much.

We need to fix the problem by changing that.

Then the rest of the world would have a massive problem in terms of where all that demand is then going to come from.

Yeah, in which case we're going to kind of wait it out, right?

I mean, at some point, maybe investors will decide that the US doesn't look...

that attractive anymore.

So far, the US has benefited from being the least bad option.

They're offering returns and so investors are putting their money there because it's giving them returns.

We could just wait and I suppose rely on the private sector to discipline the US at some point.

But as you say, it's quite risky because if they all do decide to discipline the US at the same time,

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