The Supreme Court’s decision to strike down most global tariffs was
widely expected, but it still introduces new uncertainties for investors. Key
questions remain around future trade actions and whether previously
collected duties could be refunded—an outcome that may affect corporate
earnings, inflation pressures, and especially the bond market. The Cetera
Investment Management Team's latest commentary explores what the
ruling means for markets and why a disciplined, diversified approach
remains essential as tariff related developments continue to unfold.
As always, please reach out to the office if you have any questions.