#美联储降息预期升温 $VIRTUAL $SUI $BTTC

[Tariff Ledger Breakdown: A 263.8 Billion Gap Between Expectations and Reality]

Last year's trade policy turmoil, the widely discussed "600 billion" figure sounded almost magical. But upon opening the ledger, it turns out only 236.2 billion was actually collected. The remaining 363.8 billion? The Ministry of Finance itself admits that this is an expected value for the coming years, and the growth rate will slow down thereafter.

It seems like a winner-takes-all scenario, but in reality, costs are quietly spreading.

Companies directly raised prices by 33% to absorb cost pressures, and ultimately, the bill is paid by you and me. The World Trade Organization has urgently downgraded global trade growth expectations. Even more painfully, the US economy could see a slowdown of 2.1%—a figure enough to keep Wall Street awake at night.

The turning point may be in the courts. The Supreme Court's ruling is pending; if existing policies are overturned, it could mean hundreds of billions in taxes being refunded, and the entire trade tariff framework could instantly become invalid.

In plain terms, this isn't a fiscal growth machine; it's more like a nationwide cost-shifting game. Your shopping cart, corporate profit statements, and global trade flows are all paying the price for this policy experiment.