Section 232

Breaking Geopolitics Macro

White House Imposes 50% Tariffs on Full Transaction Value in Section 232 Overhaul

April 6 proclamation shifts metals tariffs from content-based to full customs value, raising effective rates on derivatives while pharmaceutical and Iran actions weaponize supply chains.

7 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 ·