【环球财经】巴西工商界警告新关税风险

Core Viewpoint - The U.S. Supreme Court's ruling that the Trump administration's large-scale tariff policy was illegal may help to revoke previously imposed tariffs on Brazil and other countries, but new tariffs are still being implemented through other legal means, leaving Brazilian exports in a state of uncertainty [1] Group 1: Tariff Implications - The São Paulo Industrial Federation noted that the Supreme Court's decision deemed the 40% tariff imposed on Brazil by Trump as illegal, which is beneficial for Brazilian exports [1] - Despite the favorable ruling, the situation requires cautious assessment, and the federation will closely monitor subsequent developments [1] Group 2: Ongoing Tariff Measures - The federation highlighted that tariffs imposed by the U.S. under the justification of "national security" remain effective, particularly affecting strategic industries such as steel, aluminum, timber, and automobiles, which were not included in the Supreme Court's ruling [1] - Following the ruling, Trump announced a new 10% global temporary tariff, and the U.S. has decided to initiate new investigation procedures under "Section 301" [1] - Brazil has been under "Section 301" investigation since July 2025, indicating that Brazilian products may face new tariffs sooner than those from other countries [1]