Markets Today: SCOTUS Tariff Ruling | 10% Section 122 Now Live | AI Scare Slams US Stocks

Описание: Markets Today: SCOTUS strikes down IEEPA tariffs and a new 10% global Section 122 levy goes live, reshaping the trade framework while keeping the effective rate a moving target with a 15% ceiling and a 150-day clock. In Europe, Germany’s election sets up a CDU-SPD coalition path and a potential defense spending catalyst, but the euro and European risk assets remain sensitive to tariff spillovers and fiscal negotiation timelines. In the US, equities sell off as tariff uncertainty collides with a fresh AI disruption shock, driving a defensive rotation into Treasuries and gold while tech and financials take the brunt of the repricing.

In this Daily Market Briefing, we cover today’s top 3 market stories and the key transmission mechanisms moving price action across FX, rates, equities, and commodities.

📰 Today’s Top 3 Stories

1. SCOTUS tariff ruling + Section 122 goes live — 10% now, 15% ceiling, policy volatility
2. Germany election outcome — CDU-SPD coalition path, defense spending catalyst, Bund supply focus
3. Tariff chaos + AI scare — US equity selloff, defensive rotation, key catalysts ahead

🔖 Chapters
00:00 Today’s key headlines
00:42 A short introduction
00:52 Disclaimer
01:02 SCOTUS ruling and Section 122 tariffs (rates, USD, global equities)
03:38 Germany election and defense/fiscal implications (EUR, Bunds, DAX)
06:18 AI disruption + tariff uncertainty hits US stocks (risk-off, gold, Treasuries)
08:55 Global Market Snapshot
09:38 Forward Calendar

⚠️ Disclaimer: Educational content only. This is not financial advice.

#Markets #Tariffs #AI #GermanyElection #Stocks