$BTC MACRO BOMBSHELL: U.S. Treasury Just Neutralized a 2025 Market Risk
This flew under the radar — but it’s huge. The U.S. Treasury just confirmed it can fully absorb any tariff refunds if the Supreme Court strikes down Trump-era trade levies. That includes hundreds of billions already collected — and markets won’t feel the pain.
Translation? A massive macro overhang just got erased.
If tariffs are overturned, importers may rush for refunds — but Treasury officials say liquidity won’t be stressed, budgets won’t crack, and markets won’t face a fiscal shock. That removes a key source of uncertainty that’s haunted growth forecasts, margins, and inflation expectations.
Tariffs were a hidden volatility engine. If they unwind cleanly, it means less inflation pressure, clearer Fed policy, and smoother conditions for risk assets.
This isn’t just a headwind gone — it’s a macro wildcard turning bullish.
Are markets about to reprice this faster than expected?
