Geopolitics Alpha

Mike Maharrey Connects Federal Debt to Dollar Debasement and Inflation

Published . Updated .

Mike Maharrey Connects Federal Debt to Dollar Debasement and Inflation

Money Metals - Buy Gold, Silver & Precious Metals for Investment In the closing chapter of this Midweek Memo episode, host Mike Maharrey turns to federal deficits, national debt, inflation, and the reasons investors look to precious metals. He says budget figures often provoke a

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • SHY iShares 1-3 Year Treasury Bond

    Short-term bonds move when the Fed changes rates

  • SPY SPDR S&P 500

    Stocks move when the Fed changes the rate path

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • GS Goldman Sachs

    Bank profits move with lending and interest rates

  • XLF Financial Select Sector SPDR

    A fund of financial companies

  • KRE SPDR S&P Regional Banking

    Regional banks are sensitive to interest rates

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TLT———————
IEF———————
SHY———————
SPY———————
JPM———————
BAC———————
GS———————
XLF———————
KRE———————

Mike Maharrey Connects Federal Debt to Dollar Debasement and Inflation LinkedIn

Source: LinkedIn

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100

“Mike Maharrey Connects Federal Debt to Dollar Debasement and Inflation” scores 12 out of 100. The score uses 1 sources.