Tariff Ruling Cements Fed Rate Cut Bets but Stokes Uncertainty in Stocks
1. Court ruling on tariffs suggests potential Fed rate cut soon. 2. Tariff uncertainty may cloud corporate decision-making and affect earnings. 3. Inflation may ease if firms lower import needs amid tariff concerns. 4. Treasury yields could rise if $100 billion in tariff revenue needs to be returned. 5. Market faces pressure as September historically brings declines.