Trump buscando a pardillos que "se queden guardando el bolso" en el mercado de la deuda privada.
Llevamos meses oyendo que la cosa está muy negra en el sector y ahora salen con esto.
https://pinpointpolicyinstitute.org/the-point/president-trumps-cea-opening-401ks-to-private-market-investments-would-add-35-billion-to-the-u-s-economy/President Trump’s CEA: Opening 401(k)s to Private Market Investments Would Add $35 Billion to the U.S. Economy
Posted: May 11, 2026
Over the past week, we’ve highlighted data from President Trump’s Council of Economic Advisers (CEA) on the significant benefits for retirement savers from opening 401(k) plans to private market investments. First, we showed how regulatory barriers have locked 90 million Americans out of private markets that the wealthy and well-connected have accessed for decades, and what that has cost savers in lifetime retirement income. Second, we spotlighted CEA’s data on private equity outperforming public equity investments, and the diversification benefits for savers’ portfolios.
Today we zoom out and highlight the CEA’s finding that opening 401(k)s to private markets isn’t just about strengthening retirements, it’s a pro-growth economic policy that could add $35 billion to the U.S. economy.
The Mechanism: Capital Following Productivity
Today, 401(k) plans hold $30 trillion in assets and allocate just 0.1 percent to private markets. Pension funds, managing money for teachers, firefighters, and government workers, allocate roughly 20 percent. That gap exists not because private markets are too risky for 401(k) savers, but because of regulatory barriers and litigation fears.
The CEA’s modeling asks a simple question: what happens when those barriers come down and capital flows freely? The answer is that money moves toward where it is most productive. When 401(k) capital is freed to follow that productivity, it shifts from lower-productivity public markets into higher-productivity private companies, and the broader economy grows as a result.
A $35 Billion Boost to the U.S. Economy
The CEA estimates that fully opening 401(k) plans to private equity would generate an additional $35 billion in aggregate GDP output, or approximately 0.12 percent of GDP
