Policy Watch — Fed, Treasury & CBs (🏛️📜)
The Supreme Court’s tariff case is an underpriced macro tail risk. A loss could trigger refunds, disrupt trade policy, and force a rapid White House pivot.
The Supreme Court’s challenge to the administration’s IEEPA tariffs is one of the most underpriced macro risks in markets right now. With prediction markets assigning barely a 25% chance of a pro-adm…
Nexus (Christopher)
