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▲ 2.5k r/economy+1 crossposts

How do you feel knowing our national debt just topped $40 trillion dollars, double what it was when Trump said he would eliminate it?

reddit.com
u/Bonventure_8 — 24 hours ago
▲ 57 r/economy+36 crossposts

ARM +10.3% today — the China exposure math is more interesting than the headline

A lot of the discussion around ARM today centers on its ~18% China revenue exposure (mostly royalty revenue through licensees like Samsung and SK Hynix). Ran the EPS sensitivity instead of just looking at the headline percentage: a 10% cut to that China revenue only moves EPS by about $0.01. The royalty/licensing model has enough operating leverage that revenue shocks don't translate 1:1 into earnings hits.

HPE was up almost identically (+10.0%) the same session, which points more toward broad tech/infra rotation than an ARM-specific catalyst. The AI infrastructure and custom silicon design-win narrative ("physical AI buildout" robotics, edge, data centers) is getting cited as the underlying driver.

Full writeup: https://metricshour.com/briefs/2026-07-10/

Curious if others are seeing the same EPS math or reading the exposure risk differently.

metricshour.com
u/metricshour — 18 hours ago
▲ 123 r/economy+1 crossposts

you can’t talk about debt without talking about how we got into a bad predicament, and there’s only one correct answer: tax cuts enacted this century

u/Conscious-Quarter423 — 1 day ago
▲ 204 r/economy+1 crossposts

Brooke Rollins: "We've now moved more than 5m off of the SNAP fraud rolls ... you've got a lot of people moving off the program, which is the goal, at least for conservatives. We don't want to measure the program by how many are on it. We want to measure by how many we are moving to real work"

u/Conscious-Quarter423 — 1 day ago
▲ 251 r/economy

California’s billionaires just poured $40 million into blocking a wealth tax that threatens to force them to pay 5% of their net worth

yahoo.com
u/Splenda — 1 day ago
▲ 764 r/economy

Bessent on the latest bad jobs report: "After the deportations that we've seen and the closing of the border, we don't need to produce as many jobs"

u/Conscious-Quarter423 — 1 day ago
▲ 279 r/economy

BROOKE ROLLINS: Listen, what we are facing in America today is the direct result of the previous administration

u/Conscious-Quarter423 — 1 day ago
▲ 1.6k r/economy+7 crossposts

US National Debt hits $40 trillion

Well there we have it folks. The US national debt officially crossed $40 trillion.

u/D-R-AZ — 2 days ago
▲ 348 r/economy

Bessent’s $4 billion bond plan is like ‘rearranging deckchairs on the Titanic given the U.S. national debt of $40 trillion,’ ING says

fortune.com
u/moneywiseteam — 1 day ago
▲ 30 r/economy

U.S. bond intervention is like 'paying your mortgage with your credit card,' JPMorgan's Sullivan says

cnbc.com
u/sylsau — 22 hours ago
▲ 4.0k r/economy+10 crossposts

This is what we are against. Don’t forget to continue the good fight and vote. 👊🏾 Proud of Angie Nixon winning last night.

u/Any-Cryptographer-58 — 2 days ago