怂了？特朗普刚宣布向全球加税15%，白宫立刻向中国释疑：中美一切不变

Core Viewpoint - The U.S. Supreme Court ruled that the Trump administration's tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were unconstitutional, potentially leading to a refund of $130 billion to $175 billion to affected companies [3][11][16]. Group 1: Supreme Court Ruling - The Supreme Court's decision, with a 6-3 vote, determined that the tariffs exceeded presidential authority and lacked clear legal authorization [3][4]. - The ruling emphasized that the power to levy taxes is constitutionally reserved for Congress, not the President [3][4]. - The decision directly impacts the tariffs imposed on various trade partners, including a 10% tariff on Chinese goods [3][4]. Group 2: Immediate Reactions - Following the ruling, Trump announced a new 10% global import tax, which was quickly raised to 15% within 24 hours [5][10]. - The new tariffs are based on the Trade Act of 1974, but their legal foundation is also questioned, as they require a fundamental imbalance in international payments [6][10]. - The White House assured that existing trade agreements with major partners like China would remain intact despite the new tariffs [10][11]. Group 3: Implications for Trade Agreements - The Supreme Court's ruling undermines the legal basis for the "Busan Agreement" between the U.S. and China, which relied on the now-invalidated tariffs [11][15]. - China's response indicates a thorough evaluation of the ruling's implications, emphasizing that unilateral tariffs violate international trade rules [13][15]. - The uncertainty surrounding U.S. trade policy has led to a pause in trade negotiations with allies, including the EU and India [12][15]. Group 4: Financial Consequences - The potential refund of tariffs could create a significant financial burden on the U.S. Treasury, with estimates suggesting a total of $130 billion to $175 billion in refunds [16][18]. - Hundreds of companies have already filed lawsuits for refunds, indicating a complex and lengthy legal process ahead [16][18]. - The Treasury Department acknowledges the challenges of managing the refund process, which could lead to administrative chaos [16][18]. Group 5: Future Trade Policy Uncertainty - The new 15% tariff is set to last for 150 days, after which it requires Congressional approval for continuation [17][18]. - The Trump administration is exploring alternative legal frameworks to maintain tariffs beyond this period, but these may not be as effective as the previously invalidated IEEPA [17][18]. - Public sentiment in the U.S. shows significant disapproval of Trump's tariff policies, with a majority supporting the Supreme Court's decision [18].