IEEPA

Breaking Geopolitics Macro

Supreme Court Voids Executive Tariff Power, Cutting Average US Rate From 17% to 9%

6-3 ruling in Learning Resources v. Trump invalidates $1.4 trillion IEEPA tariff regime, forcing immediate duty termination and shifting trade authority back to Congress.

8 min read ·
Breaking Macro Markets

Supreme Court Strikes Down Trump’s IEEPA Tariffs, Triggering $166 Billion Refund Crisis

Federal judiciary constrains executive trade authority while administration pivots to alternative tariff mechanisms, leaving markets repricing risk rather than declaring relief.

8 min read ·
Geopolitics Macro

Malaysia Kills US Trade Deal, Exposing Trump’s Tariff Framework Collapse

First high-profile defection signals cascading unraveling of bilateral agreements after Supreme Court ruling stripped legal foundation.

8 min read ·