Investment Insights

Trump’s Tariffs Face Supreme Court Test — Could $1 Trillion in Refunds Shock Markets?

Trump’s Tariffs Face Supreme Court Test — Could $1 Trillion in Refunds Shock Markets?

The Supreme Court could decide the fate of Trump’s tariffs — and with it, nearly $1 trillion in collected duties. Treasury Secretary Scott Bessent admitted refunds of this scale would be “terrible for the Treasury,” but a historic windfall for U.S. businesses that paid them.

📈 Markets are bracing for volatility: the S&P 500 could test 6,600 short term, push toward 6,800 medium term, and break above 7,200 long term if refunds fuel corporate profits and consumer demand. But a loss for Trump could also deepen fiscal deficits and pressure U.S. debt.

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European Markets Eye Gains as France Faces Confidence Vote — Is CAC 40 Ready for a Breakout?

European Markets Eye Gains as France Faces Confidence Vote — Is CAC 40 Ready for a Breakout?

European markets are edging higher with the FTSE, DAX, and CAC 40 all in the green — but all eyes are on France as Prime Minister Bayrou faces a make-or-break confidence vote. If he falls, it would mark the fifth French PM in under two years, fueling political instability just as traders eye U.S. inflation data and ECB policy.

📈 Technical setups point to the CAC 40 reaching 7,700 in the short term, 8,000 medium term, and even 8,500 long term if political turbulence eases and global tailwinds persist.

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China’s Exports to U.S. Crash 33% — Will Trade Tensions Trigger a Market Shakeup?

China’s Exports to U.S. Crash 33% — Will Trade Tensions Trigger a Market Shakeup?

China’s exports to the U.S. just plunged 33% in August, marking the steepest drop in years and dragging overall growth to a six-month low. With Trump threatening 200% tariffs and Beijing scrambling to find alternative markets, traders are bracing for a fresh round of global market volatility.

📈 Technicals point to a potential rebound in the Shanghai Composite toward 3,200 short term, 3,400 medium term, and 3,600+ long term if stimulus arrives. But failure in trade talks could trigger another selloff.

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