Bond Traders Laser-Focused on Washington as Debt-Cap Risks Grow

  • Failure to resolve ceiling issues could upend entire market
  • Investors in bills and CDS pricing default as a tail risk

The US Capitol in Washington, DC.

Photographer: Tom Brenner/Bloomberg
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Treasury traders will be on high alert in the coming week for signs out of Washington on whether the US will careen toward a market-upending default — or will clinch a last-gasp debt deal once again.

The drip-feed of economic data and comments by Federal Reserve officials are poised to take a rare backseat, as the window to raise the debt ceiling closes fast. The Treasury warned Friday that, as of May 10, it had just $88 billion in hand of extraordinary measures — effectively accounting gimmicks — to keep it from crashing into the debt ceiling.