WE Family Offices Managing Partner Michael Zeuner sat down again with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP, for a special deep dive into what’s really happening with the federal debt ceiling situation and how that might impact investors who are investing in government securities, such as U.S. Treasury bills.

Some of the topics Zeuner and Sudame specifically address include:

Why WE believes there are still opportunities to invest in Treasuries, specifically within fixed income markets, even amidst this backdrop
How Treasury defaults have historically impacted the fixed income markets and how the potential for one is impacting them now
The current outlook on whether or not an agreement to raise the debt ceiling will take place before the dreaded “X” date
The potential long-term impacts on Treasuries if the U.S. government does end up defaulting

While the next couple of weeks may get bumpy as this situation continues, it is important to look past the volatility and maintain an eye on the long term. If you are interested in learning more about the potential debt ceiling crisis, read our recent here. As always, if you have any questions about the debt ceiling or anything else discussed during this podcast, please do not hesitate to contact us.

This episode was originally recorded in April 2023.

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