特朗普暗示违法征收的关税不退了，美财长称今年关税收入将“基本保持不变”

Core Viewpoint - The Trump administration is determined to maintain tariff barriers despite a Supreme Court ruling declaring most of the tariffs imposed last year illegal, indicating that the government will not refund the estimated $170 billion in tariffs collected [1][2][3]. Group 1: Tariff Policy Changes - President Trump announced plans to sign an executive order imposing a 10% import tariff on global goods, replacing the tariffs deemed illegal by the Supreme Court [1][3]. - Treasury Secretary Mnuchin stated that the government will utilize alternative legal powers under the Trade Act of 1974 and the Trade Expansion Act of 1962 to implement new tariffs [1][2]. Group 2: Financial Implications - Mnuchin emphasized that no reduction in tariff revenue is expected, projecting that tariff income will remain "basically unchanged" by 2026 [2]. - The government’s estimated tariff revenue is closer to $130 billion, contrary to the $175 billion suggested by some economic models [2][3]. Group 3: Refund Controversy - The Supreme Court's ruling has initiated a significant dispute over potential refunds, with over 30,000 importers affected and many companies, including Costco and Lululemon, seeking to reclaim paid tariffs [3][4]. - The refund process is expected to be complex and may take weeks to months, potentially exceeding a year [5][6]. Group 4: Industry Reactions - Retailers and manufacturers are preparing for the refund process, with some companies like Lalo and Ibis Cycles expressing hope for refunds but acknowledging uncertainty regarding timing [6][7]. - The National Retail Federation has called for a streamlined refund process, highlighting the potential economic boost from tariff reductions [5][6].