IMF says tariff revenue will reduce U.S. deficit from $2.6 trillion to $2.3 trillion — We need spending cuts, congress. Notice the final paragraph, bond market vigilantes will punish U.S. Treasuries.

  • The IMF projects the overall U.S. federal deficit will dip to 6.5% of gross domestic product this year, down from 7.3% in 2024
  • The multinational fund cited increased tariff revenues for the decline
  • The IMF highlighted uncertainty surrounding the rollout of higher tariffs and potential revenue increases

The International Monetary Fund forecasts U.S. tariffs will help lower the country’s fiscal deficit a touch in 2025 even as the U.S. growth and inflation outlooks worsen thanks to an intensifying trade war.

The Fiscal Monitor report from the 191-nation group released Wednesday projects the overall U.S. federal deficit will fall to 6.5% of gross domestic product this year, down from 7.3% in 2024.

If the total size of U.S. government debt continues to surge, the IMF thinks it will push up longer-term interest rates and the cost of financing the debt.

“Specifically, an increase of 10 percentage points of GDP in U.S. public debt between 2024 and 2029 could lead to a 60-basis-point rise in the 5-year forward to 10-year rate,” the IMF staff wrote. One basis point equals 1/100th of a percent, or 0.01.

https://www.cnbc.com/2025/04/23/imf-sees-us-fiscal-deficit-dipping-in-2025-citing-tariff-revenue.html