🚨 Potential Market Shock in 48 Hours
The Supreme Court is expected to rule on the legality of Trump-era tariffs on Friday—and the implications could be massive.
If the court rules the tariffs illegal, U.S. tariffs on China, the EU, and Canada could be voided immediately.
Those tariffs generated roughly $600 billion in revenue. If they’re struck down, the U.S. may be forced to refund a significant portion of that money—creating instant fiscal stress.
Trump claims there’s a backup plan if the tariffs are blocked, but there’s no clarity on what replaces them, how fast it happens, or whether it survives legal scrutiny.
That uncertainty is the real risk.
Refund disputes.
A sudden revenue gap.
Policy confusion—priced in all at once.
Markets don’t handle that smoothly.
This is the setup for a sharp volatility event, similar to Q1 2025—but faster.
The dollar weakens
Bonds sell off
Stocks drop
Crypto falls hardest
This wouldn’t be a slow grind lower.
It would be a sudden repricing.
Liquidity dries up.
Volatility spikes.
Reactions come too late.
By the time headlines confirm what’s happening, the move is already over.
Position accordingly.
