特朗普全球关税被推翻！他放话加征10%

Core Viewpoint - The U.S. Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) does not grant the president the authority to impose tariffs without congressional approval, marking a significant legal defeat for former President Trump [1] Group 1: Legal Implications - The Supreme Court's decision, with a 6-3 vote, confirmed that the IEEPA does not authorize the president to levy tariffs without Congress's explicit consent [1] - The ruling upholds a previous lower court's decision that Trump's tariff policies exceeded the powers granted by the IEEPA [1] - The court's ruling leaves unresolved whether importers can seek refunds for tariffs already paid, delegating this issue to lower courts [1] Group 2: Economic Impact - Economists estimate that tariffs related to this ruling exceed $175 billion, and if refunded or reduced, it could significantly impact the U.S. economy [1] - The average effective tariff rate in the U.S. is projected to drop from 13.6% to 6.5%, a reduction of over 50% [1] - The ruling may lead to a potential refund of tariffs that could surpass the budgets of the U.S. Department of Transportation and the Department of Justice for the fiscal year 2025 [1] Group 3: Market Reactions - Following the ruling, the U.S. dollar index fell, U.S. Treasury prices dropped, major U.S. stock indices gained, and gold and silver prices surged [1] - Market reactions were relatively calm, attributed to prior expectations of the ruling and Trump's indication of alternative plans [1] - Analysts suggest that the market's positive response may be temporary, as the government retains the ability to implement tariffs through other legal frameworks, albeit requiring more time [3]