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Tariffs Overturned: What the Supreme Court’s Ruling Means for Markets
Mike Armstrong and Marc Fandetti react to breaking news that the U.S. Supreme Court struck down President Trump’s reciprocal tariffs in a 6–3 decision. The hosts discuss the potential implications for trade policy, corporate earnings, inflation expectations, and whether billions in collected tariff revenue could be refunded.
They also break down a softer-than-expected GDP report, what the slowdown means for productivity and Federal Reserve policy, and how shifting expectations around growth and inflation are influencing markets in real time.
The skinny
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