Supreme Court Kills Trump Tariffs: 5 Ripple Effects for Your Portfolio скачать в хорошем качестве

Supreme Court Kills Trump Tariffs: 5 Ripple Effects for Your Portfolio

The Supreme Court just ruled 6-3 that Trump's sweeping tariffs were illegal. But new tariffs are already coming under a different law, and the ripple effects will reshape your portfolio. In this episode, I break down what the Court actually struck down, what still survives, and five ripple effects every investor needs to understand: from margin expansion to inflation, refund chaos, the federal deficit, and the real cost of policy uncertainty. ✅ What you'll learn: • What IEEPA is and why the Court said it can't be used for tariffs • Which tariffs were struck down: the "drug trafficking" and "reciprocal" buckets • The Section 122 backup plan: a 10% global tariff with a 150-day clock • Ripple #1: Import-heavy companies get margin oxygen (retailers, apparel, e-commerce) • Ripple #2: Inflation expectations shift and the Fed chessboard changes • Ripple #3: Tariff refunds could unlock ad spend and inventory buildouts • Ripple #4: The $133B budget hole and what it means for Treasury yields • Ripple #5: Policy uncertainty is the real tax — why whiplash freezes CEOs • The 3 things to watch: legal lane, earnings calls, and the macro trio • A simple framework: importers, domestic producers, and picks-and-shovels plays ⏱️ Chapters 0:00 The Supreme Court just changed the tariff game 0:32 What happened, in plain English 1:25 Two buckets of tariffs that got struck down 2:13 What changes now, and what stays 2:51 Tariffs aren't dead, just different 3:10 Why tariffs move markets 3:29 Ripple #1: Import-heavy companies get margin oxygen 4:10 Ripple #2: Inflation expectations and the Fed chessboard 5:03 Ripple #3: Tariff refunds and "refund money" behavior 5:47 Ripple #4: The budget hole and the bond market's side-eye 6:26 Ripple #5: Policy uncertainty becomes the real tax 7:17 The investor playbook, 3 things to watch next 8:30 Mini framework: which bucket do you own? 9:09 The bottom line Tell me in the comments: what sector do you think is most tariff-sensitive right now? If this helped you think about trade policy differently, hit like so the algorithm sends it to someone still panic-selling on headlines. ⚠️ Disclaimer This video is for educational purposes only and is not financial, tax, or legal advice. Investing involves risk. Do your own research or consult a qualified professional. 📌 Mentioned in the video Supreme Court, IEEPA, Section 122, Section 232, Section 301, Section 338, Trade Act of 1974, Alphabet, Pinterest, U.S. Treasury, Federal Reserve #Tariffs #SupremeCourt #Investing #StockMarket #WeeklyCompounding