cbp

The recent judicial decision to nullify the tariffs from the Trump administration is not just a political headline; it is a deferred liquidity injection event that could redefine corporate balances in the coming quarters. However, the path to refunding tens of billions of dollars presents critical operational frictions.
🔍 1. The Corporate Liquidity Shock (Supply-Side)
The magnitude of the refund is massive: thousands of importers and tens of billions of dollars.