JUST IN: The U.S. government reports a rare budget surplus of $27 billion in June, primarily due to tariff revenues.

• Tariff revenues in June reached approximately $27 billion, an increase of +301% from June 2024.

• The total tariff revenues for 2025 amount to $113 billion, up +86% year-over-year.

The significant increase in tariff revenues could positively influence market sentiment by reducing the national deficit, which could impact investor confidence.