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Breaking2026-02-23

Trump Raises Global Tariffs to 15%, Markets Reel

Immediately after the Supreme Court struck down his tariffs, Trump announced new 15% global tariffs. Importers continue paying the illegal duties, deepening trade chaos.

관리자

Just one day after the Supreme Court struck down Trump's reciprocal tariffs as unconstitutional, the administration announced new 15% universal global tariffs, compounding market chaos. According to CNBC, importers continue paying the now-illegal tariffs as billions in US cargo remains subject to duties despite the ruling. Europe has criticized the US tariff policy as 'pure tariff chaos,' warning that trade deals are at risk.

Administration's Response Strategy Post-Ruling

Trump immediately issued an executive order imposing 10% universal global tariffs after the Supreme Court ruling, then raised it to 15% with promises to 'determine and issue new legally permissible tariffs' in coming months. While the 15% rate is lower than the prior country-specific duties reaching 50%, the different legal basis raises fresh constitutional challenge risks. The ongoing policy uncertainty makes corporate supply chain planning increasingly difficult.

Importers' Double Burden and Logistics Disruption

The most critical issue is that importers continue paying illegal tariffs despite the Supreme Court ruling. CNBC reports customs system update delays have left billions in cargo processed with duties still applied. This directly impacts retailer and manufacturer cash flows, with small businesses bearing the greatest burden. Walmart previously indicated tariff costs would inevitably be passed to consumers. Using an asset allocation calculator to review consumer sector exposure is advisable.

Europe's Strong Pushback and Alliance Fractures

European officials branded US tariff policy 'pure tariff chaos,' warning trade agreements themselves are endangered. WTO analysis reveals the paradox where US allies like the UK and EU face higher duties while competitors including Brazil, China, and India receive relief. While European auto tariffs dropped from 25% to 15%, the ally-discrimination controversy escalates geopolitical risk. TQQQ and other leveraged product investors must prepare for expanded volatility.

ETF Investment Strategy in the Tariff Uncertainty Era

Rapid tariff policy shifts intensify sector differentiation. Domestic-focused ETFs like XLP (consumer staples) and XLV (healthcare) face limited tariff impact. Technology and industrials dependent on global supply chains may see greater volatility. Using a rebalancing calculator to readjust weights between export-sensitive and domestic sectors is the core strategy. Maintaining 20-30% in safe-haven assets like AGG ETF provides portfolio stability against sudden tariff news-driven market swings.

Conclusion

Trump's 15% global tariff announcement has returned uncertainty to markets that briefly rallied on the Supreme Court ruling. With prolonged legal battles likely, investors should use a rebalancing calculator to review tariff-sensitive sector exposure and strengthen defensive asset allocation. An asset allocation calculator helps design optimal stock-bond ratios for stable investing through trade chaos.

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Defensive Quality Portfolio

XLP 20%AGG 15%Low

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