Tomorrow, the U.S. Supreme Court is set to rule on Trump-era tariffs — a decision that could send shockwaves across global markets.
Current legal analysts estimate a high probability that the tariffs are declared unconstitutional. While many assume this outcome is bullish, the reality is far more complex.
If overturned, the ruling could trigger:
• Hundreds of billions in tariff repayment liabilities
• Trillions in disrupted investment positioning
• A sudden fiscal imbalance for the U.S. Treasury
• Immediate liquidity stress across bonds, equities, and crypto markets
This is not just a trade policy story. It is a potential liquidity event.
For traders and investors, volatility risk is asymmetric. Market reactions may be swift, correlated, and unforgiving.
Macro experience matters in moments like this. Over two decades of market-cycle analysis has shown that major policy shocks often mark turning points — not opportunities for blind optimism.
Stay prepared. Stay liquid. Stay disciplined.
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