The recent suspension of the US debt ceiling has taken some of the immediate stress out of the macro picture, easing default fears and supporting confidence across bonds and equities. For investors, it creates a cleaner backdrop to reassess exposure to companies tied closely to US government debt and capital markets. This article looks at 3 stocks from the Financial Sector Opportunities From US Debt Ceiling Suspension screener that are most directly exposed to this policy shift, and aims to help you decide whether each stock might deserve a closer look or a wider berth in your portfolio.

Goldman Sachs Group (GS)

Overview: Goldman Sachs Group is a global financial institution that advises companies and governments on deals and financing, trades stocks, bonds and derivatives for clients, and manages money for institutions and wealthy individuals alongside offering credit cards and transaction banking services.

Operations: Goldman Sachs generates most of its US$61.5b revenue from Global Banking & Markets at about US$42.9b, with Asset & Wealth Management contributing roughly US$17.1b and Platform Solutions around US$1.5b. The Americas are the largest region at about US$37.1b.

Market Cap: US$312.8b

Investors looking at Goldman Sachs Group now see a firm closely tied to U.S. Treasuries and capital markets at a time when the debt ceiling suspension, tighter credit spreads and rising IPO and M&A activity are supporting deal flow and advisory demand, including high profile AI and SpaceX related listings. At the same time, Goldman’s reliance on wholesale funding, rich executive pay and significant insider selling indicate that this is not a low risk utility like deposit funded banks. With strong margins, a P/E that sits below the broader capital markets industry and a growing tilt toward fee based asset and wealth management, there is more to consider regarding how much of this backdrop may already be reflected in the current valuation and earnings expectations.

Goldman Sachs Group is leaning harder into fee based wealth and asset management while still riding capital markets activity. However, the real story may sit in how the current P/E lines up with the DCF valuation analysis for Goldman Sachs Group

BlackRock Income Trust (BKT)

Overview: BlackRock Income Trust is a closed end fund that aims to provide income by investing mainly in high quality U.S. fixed income securities, including Treasuries, government agency bonds, mortgage backed and asset backed securities that are either issued or guaranteed by the U.S. government or carry top tier credit ratings.

Operations: BlackRock Income Trust generates about US$12.2m in revenue from its U.S. closed end fund operations, with all of this tied to the United States market.

Market Cap: US$346.6m

BlackRock Income Trust sits at the intersection of two forces for income focused investors: the suspension of the U.S. debt ceiling that lowers default risk on the government securities it holds, and a double digit yield of 9.87% that comes with both appeal and questions around sustainability. The fund has recently delivered very strong earnings growth and trades on a P/E below both the U.S. market and capital markets peers, yet its high non cash earnings, low 6.7% ROE and reliance on wholesale borrowing rather than deposits flag meaningful risk. Investors attracted to its government backed portfolio and monthly dividends should understand how these benefits stack up against the funding structure, board independence issues and weak earnings coverage of the payout.

High earnings growth, a 9.87% yield and a portfolio of U.S. government backed securities make BlackRock Income Trust look appealing, but the funding structure and payout coverage raise questions the 2 key rewards and 2 important warning signs (2 are major!)

iShares 20+ Year U.S. Treasury Bond Index ETF (TSX:XTLT.U)

Overview: iShares 20+ Year U.S. Treasury Bond Index ETF (TSX:XTLT.U) is a Canadian listed fund that gives you exposure to long term U.S. Treasury bonds by tracking an index of government bonds with more than 20 years to maturity. It uses a full replication approach rather than a sampling method.

Market Cap: US$5.2m

iShares 20+ Year U.S. Treasury Bond Index ETF appears in this screener because it sits directly in the slipstream of the U.S. debt ceiling suspension, which has reduced default risk and can support demand for long dated Treasuries. For investors looking to tilt toward high quality government bonds, this ETF offers a way to express a view on the long end of the U.S. yield curve while collecting monthly income, as recent dividend declarations in April, May and June 2026 show. The trade off is that the fund is still young, has a 0% ROE and relies entirely on external borrowing, so you are taking both interest rate and structural risks that deserve careful attention before deciding how big a role it should play in a portfolio.

Long dated Treasuries are back in focus, and iShares 20+ Year U.S. Treasury Bond Index ETF could be the purest way to express that view. However, the real story sits inside the analysis report for iShares 20+ Year U.S. Treasury Bond Index ETF

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.