美国最高法院推翻关税预期上升！“最清晰”非农来了，市场涨跌拉锯等方向

Group 1 - The U.S. labor market is expected to show signs of weakness but not collapse, with investors remaining calm ahead of the employment report [1] - The Supreme Court's ruling on President Trump's global tariffs is anticipated to be a market focal point, potentially causing significant volatility [1] - A "refund dispute" may arise regarding approximately $150 billion in tariffs already paid by importers, as companies may seek refunds from the U.S. government [1] Group 2 - Market expectations indicate two interest rate cuts this year, while the Federal Reserve has only hinted at one amid internal divisions [2] - A major merger is in negotiation between Rio Tinto and Glencore, which could create the world's largest mining company with a combined market value of nearly $207 billion [2] - Oil prices remain elevated due to geopolitical tensions, and President Trump's call for increased defense spending has boosted global defense stocks [2]