What do people believe supports Treasury value?

Respondents attribute most government debt value to sources other than future fiscal backing, especially global demand for a safe and liquid asset.

Working paper · August 2026

Under the benchmark reconstruction, future primary surpluses account for less than one-sixth of perceived government debt value.

Respondents allocate 100 value points across six sources. Across samples, global safe-asset demand receives 25.7–29.5 points and future primary surpluses receive 14.3–16.0.

44.1–53.0%
of respondents assign no value to future primary surpluses

Range across the three samples under the benchmark reconstruction.

Source: benchmark 100-point reconstruction; sources marked “little or no support” are assigned zero.

Interactive · Perceived sources of value

How respondents decompose the value of U.S. government debt

Select a sample, then click any segment or legend item to compare that source across groups.
Bond investorsN = 985
Registered votersN = 1,001
Graduate economics/financeN = 247
Selected sourceGlobal safe-asset demand
Across samples25.729.5 points

Investors worldwide value U.S. government debt for its safety and liquidity. It receives the largest average share in every sample.

Benchmark reconstructed means from the survey’s 100-point allocation. Values are aggregate sample means.

Safe-asset demand receives broad support; primary surpluses do not.

Respondents identify sources providing the greatest support and those providing little or no support. Safe-asset demand ranks first in every sample; primary surpluses have negative net support in all three.

Source and limitation: direct greatest-support and little-or-no-support selections from the survey. Respondents could select multiple sources, so the figure ranks support for each source rather than dividing responses into mutually exclusive categories.

Interactive · Net support

Which sources respondents endorse or dismiss

Choose a sample, then select a source for the underlying response shares.
Selected sourceGlobal safe-asset demand
Net support+45.0 pp

58.0% name it among the greatest sources of support; 13.0% say it provides little or no support. Sample: Bond investors, N = 984.

Net support equals the share selecting a source as providing the greatest support minus the share selecting it as providing little or no support. Error bars show 95% confidence intervals.

How much fiscal risk do people perceive?

Explore government debt sustainability
Paper authorsRicardo Delao and Wenhao Li