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Political Risk – Debt Ceiling – Reconciliation - Budget
Episode 136

Political Risk – Debt Ceiling – Reconciliation - Budget

Broken Pie Chart · Broken Pie Chart

October 3, 202123m 47s

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Show Notes

Derek Moore is back to discuss political risk to markets and interest rates. What exactly is the budget reconciliation process? What is the debt ceiling and is there really a risk of default? What about the filibuster?

Debt Ceiling

Budget Reconciliation Process

Continuing Resolution

Inflation

Supply Chain Issues

Container Shipping Issues

Infrastructure Bill

$3.2 Trillion Budget Bill

Political Risk to Markets

Inflation Risk

Interest Rates reaction to debt ceiling

US Bond Downgrades

US Debt Default

Treasury Secretary Yellen Default Risk

Senate Filibuster

Mentioned in this Episode:

Contact Derek [email protected]

Derek Moore's Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&

Budget Reconciliation rules https://budget.house.gov/publications/fact-sheet/budget-reconciliation-basics

History of US Debt Ceiling https://en.wikipedia.org/wiki/History_of_United_States_debt_ceiling