15% Global Rate Shock: Should Investors Panic or Buy? The global tariff landscape has just been reset. On February 20, 2026, the U.S. Supreme Court ruled by a 6-3 vote that President Trump’s IEEPA tariffs were unconstitutional. Within hours, Trump reversed course. Within 24 hours he escalated by imposing a flat global tariff of 15% under section 122 of the Trade Act 1974. What does this mean? • China’s 34-50% tariffs reset to 15% • India’s ~25% tariffs drop to 15% • Britain loses its negotiated 10% deal • Japan and South Korea see their bargaining power evaporate • ASEAN manufacturers get temporary relief • Singapore and Malaysia face a new 15% environment But the real story isn’t just trade. The Supreme Court has just curbed the power of the executive branch. In this 1M65 Macro Briefing we analyze: ✔ Who are the real winners and losers ✔ Why markets are down just 0.4% – not 4% ✔ What 15% means for S&P 500 earnings ✔ Bull, base and bear scenarios for the next 150 days ✔ What Singapore and Malaysia can expect ✔ How disciplined investors should be now positioning The next five months will be noisy. But disciplined investors can navigate chaos. Watch until the end for 1M65’s strategic takeaway. #TariffReset #TrumpTariffs #SCOTUS #StockMarket2026 #S&P500 #MacroAnalysis #GlobalTrade #SingaporeEconomy #MalaysiaEconomy #InvestingWithConfidence #1M65…
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