Hassett recently weighed in on a question that's been floating around Washington—would courts actually push for a broad tariff refund? His take: probably not happening.

Why does this matter for markets? Well, tariff policy directly shapes inflation expectations, currency movements, and capital allocation strategies. If courts don't force mass refunds, it reduces policy uncertainty—which typically benefits risk assets including crypto markets during macro stabilization phases.

The broader context here is the ongoing trade policy debate. Widespread tariff rollbacks would signal a major policy shift, but Hassett's assessment suggests the legal pathway for that remains narrow. This has implications for everything from equity valuations to alternative asset positioning.

For traders and investors, this kind of policy clarity (or lack thereof) often precedes significant market moves. When macro uncertainty compresses, capital tends to seek yield and growth opportunities—historically, that's when alternative assets see increased institutional interest.