Default Fears Push Yields On Short-Term T-Bills To Over 7% — JPMorgan Says 1-in-4 Chance US Will Hit Date X
Portfolio Pulse from Bhavik Nair
The ongoing political deadlock in debt ceiling negotiations has pushed yields on short-term treasuries over 7% and affected appetite for short-term treasuries. iShares 1-3 Year Treasury Bond ETF (SHY) and Vanguard Short-Term Treasury Index Fund ETF (VGSH) closed lower on Wednesday. Fitch Ratings placed the US 'AAA' Long-Term Foreign-Currency Issuer Default Rating on Rating Watch Negative.

May 25, 2023 | 3:28 am
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NEGATIVE IMPACT
The Invesco QQQ Trust Series 1 (QQQ) shed 0.51% on Wednesday due to souring investor sentiment amid the ongoing political deadlock in debt ceiling negotiations.
The ongoing political deadlock in debt ceiling negotiations has led to souring investor sentiment, which has negatively impacted the broader market, including the QQQ ETF that tracks the Nasdaq 100 index.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 60
NEGATIVE IMPACT
The iShares 1-3 Year Treasury Bond ETF (SHY) closed 0.12% lower due to the ongoing political deadlock in debt ceiling negotiations and rising short-term treasury yields.
The deadlock in debt ceiling negotiations has pushed short-term treasury yields higher, making them less attractive to investors. This has led to a decline in the price of SHY, which is directly exposed to short-term treasuries.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
The SPDR S&P 500 ETF Trust (SPY) closed 0.72% lower on Wednesday due to souring investor sentiment amid the ongoing political deadlock in debt ceiling negotiations.
The ongoing political deadlock in debt ceiling negotiations has led to souring investor sentiment, which has negatively impacted the broader market, including the SPY ETF that tracks the S&P 500 index.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 60
NEGATIVE IMPACT
The Vanguard Short-Term Treasury Index Fund ETF (VGSH) lost over 0.15% on Wednesday due to the ongoing political deadlock in debt ceiling negotiations and rising short-term treasury yields.
The deadlock in debt ceiling negotiations has pushed short-term treasury yields higher, making them less attractive to investors. This has led to a decline in the price of VGSH, which is directly exposed to short-term treasuries.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80