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Kelly Evans: The deficit is down big
https://www.cnbc.com ^ | 01/14/2026 | Kelly Evans

Posted on 01/15/2026 3:26:23 AM PST by know.your.why

The explosion of the budget deficit was one of the most worrisome things that happened post-Covid. While inflation peaked in 2022, the deficit kept getting worse because of the “fiscal doom loop” caused by bloated spending and higher interest rates.

At this time last year things were still looking extremely grim. The deficit was stuck around $2.1 trillion on a rolling 12-month basis, or 7.3% of GDP--the largest non-emergency deficit we’ve ever had. And the10-year Treasury yield was stuck above 4.7%, worsening the situation daily. Now, though, we are experiencing a dramatic improvement.

The latest numbers which we got yesterday afternoon illustrate the sharp change we’ve seen. For the first three months of the fiscal year (October through December), the deficit is down $109 billion, or 15% from a year earlier. Tariff revenues, known as “customs receipts,” are a big part of that, hitting $90 billion from $20 billion the prior year.

The market had been anticipating some improvement, as we wrote last summer. The 10-year Treasury yield even dipped below 4% briefly in the fall. The question now is how long this improvement can last. Tariff revenues already appear to be plateauing at around $30 billion a month. And the “One Big Beautiful Bill” is expected to increase the deficit in the months ahead.

(Excerpt) Read more at cnbc.com ...


TOPICS: Business/Economy; Government; News/Current Events
KEYWORDS: deficit
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https://www.cnbc.com/2026/01/14/kelly-evans-the-deficit-is-down-big.html?utm_source=firefox-newtab-en-us
1 posted on 01/15/2026 3:26:23 AM PST by know.your.why
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To: know.your.why

$109 Billion? Pffft! Loose pocket change.


2 posted on 01/15/2026 3:31:39 AM PST by buckalfa (More chaos and disruption please.)
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To: buckalfa

My share is only about $250k.


3 posted on 01/15/2026 3:34:49 AM PST by ComputerGuy
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To: know.your.why

They should start selling off the silverware.


4 posted on 01/15/2026 3:40:33 AM PST by Mr. Blond
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To: know.your.why

Any deficit should never happen and ringing praise for reducing it is still insanity.

Imagine every year you continue to out spend your income, your debt is significantly more than what you make but this year you cut down on how much you out spend it by.

Most Americans are clueless on deficit vs debt and when they hear were reducing the deficit they think its debt... asinine.


5 posted on 01/15/2026 3:54:18 AM PST by maddog55 (The only thing systemic in America is the left's hatred of it!)
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To: know.your.why

“At this time last year things were still looking extremely grim.”

And they still are, that summary is like the classic phrase “putting lipstick on a pig.”

We are still accumulating debt about some $6 billion a day, should the GOPe lose the house this fall this is why, a low turnout as usual.


6 posted on 01/15/2026 4:10:23 AM PST by quantim (Victory is not relative, it is absolute.)
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To: know.your.why

I measure the economic health of the nation in my humble way. 2024, gasoline was well over $3; now it’s $2.50.
2024, a can of Colombian coffee, about 22 oz, was $17; now it’s $11.
2024, home heating oil was over $4/gal, now under $3/gal.


7 posted on 01/15/2026 4:35:12 AM PST by Buttons12 ( )
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To: know.your.why

A small uptick in the latest figures isn’t nothing, but the trend is not our friend.

https://fred.stlouisfed.org/series/FYFSD/

Even with this slightly less bad deficit, we are still adding to debt faster than GDP is growing (the deficit is about 6 percent of GDP versus a real GDP growth rate of about 2 percent). The difference, about 4 percent, will be the inflation rate.


8 posted on 01/15/2026 4:40:26 AM PST by Redmen4ever
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To: maddog55

Wonder if eliminating the deficit even pays the interest on the Debt? We got a long ways to go.


9 posted on 01/15/2026 5:01:16 AM PST by oldtech
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To: Buttons12

Well said. Maybe throw in mortgage interest and unemployment rates.


10 posted on 01/15/2026 5:01:53 AM PST by Made In The USA (One and Two and Three and Four and)
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To: Buttons12

Same trend for milk and eggs BUT beef, pork, chicken, seafood prices are way to high here in the deep south. I would have thought that lower oil prices would have had a lowering effect on that by now.


11 posted on 01/15/2026 5:05:13 AM PST by know.your.why
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To: quantim
"...should the GOPe lose the house this fall t.."

That is really scary. Trumps exact words just days ago: "If we lose the house they will most likely impeach successfully this time". I'm hoping that was just classic Trump Trolling the lib dems into a false sense of security.
12 posted on 01/15/2026 5:07:58 AM PST by know.your.why
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To: know.your.why

“”””If we lose the house they will most likely impeach successfully this time”.”””

Thy already successfully impeached him twice. But thy will never be able to convict him.


13 posted on 01/15/2026 5:29:24 AM PST by shelterguy
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To: buckalfa

Reduction could easily be doubled or quadrupled if fraud was tackled more aggressively


14 posted on 01/15/2026 6:03:55 AM PST by glorgau
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To: know.your.why

Great news!


15 posted on 01/15/2026 6:09:08 AM PST by bray (It's not racist to be racist against races the DNC hates.)
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To: know.your.why

Tariffs are beautiful. Patriots love them. Greedy globalist free traitors, not so much.


16 posted on 01/15/2026 6:15:04 AM PST by central_va (I won't be reconstructed and I do not give a damn... )
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To: know.your.why

So the deficit is only $1.9T. Per year.


17 posted on 01/15/2026 6:28:09 AM PST by lurk (u)
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To: Mr. Blond

DOGE, RFK, DR OZ should start looking at the WFA WASTE FRAUD ABUSE in HHS.

Start with DELOITTE IES Integrated Eligibility System in 25 states, mostly the big states, not MN.

HHS is a big part of the budget, a big part of the WFA.


18 posted on 01/15/2026 10:01:46 AM PST by spintreebob
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To: spintreebob

Washington state is frantically trying to halt fraud investigations.


19 posted on 01/15/2026 5:29:20 PM PST by Mr. Blond
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