30国齐上阵？莫迪通知全球，对美打响第一枪，印度变脸准时上演

Core Viewpoint - The U.S. Supreme Court's ruling against Trump's global tariff policy has significant implications for U.S.-India trade relations and the broader global trade order, effectively nullifying Trump's ability to impose large-scale tariffs without Congressional approval [3][29]. Group 1: Supreme Court Ruling - The Supreme Court ruled 6-3 that the President does not have the authority to impose large tariffs without Congressional approval, invalidating tariffs imposed under the International Emergency Economic Powers Act (IEEPA) [3][29]. - This ruling affects tariffs on various countries, including a 50% tariff on India and tariffs on Canada and Mexico, leading to an estimated loss of over $1.4 trillion in expected tariff revenue over the next decade [3][29]. Group 2: Trump's Response - Following the ruling, Trump expressed outrage and signed a new executive order imposing a 10% global import tariff for 150 days, which he later increased to 15% [5][31]. - The new uniform tariff of 15% contrasts with previously negotiated differentiated tariffs, potentially increasing the burden on countries with lower tariffs while reducing it for those with higher tariffs [5][31]. Group 3: U.S.-India Trade Agreement - Just 18 days before the Supreme Court ruling, Trump announced a trade agreement with India, which included reducing tariffs from 50% to 18% in exchange for India ceasing oil purchases from Russia [9][24]. - The Supreme Court ruling undermines this agreement, as the tariffs that were to be reduced no longer exist, effectively lowering India's tax burden from 50% to 15% without any concessions [24][26]. Group 4: Implications for Global Trade - The ruling serves as a check on presidential power, indicating that unilateral tariff actions cannot be taken without legal backing, which is a positive signal for global trade stability [29][36]. - The ongoing trade tensions highlight the challenges of unilateralism in a deeply interconnected global economy, suggesting that cooperation and adherence to established rules are essential for sustainable trade relations [36].