🚨 $166B PAYBACK SHIFT: TARIFF MONEY COMING BACK TO IMPORTERS The CAPE system just launched on April 20 to refund up to $166B in tariffs after a February ruling said they were unlawful. Over 330,000 importers tied to 53 million shipments can now file, with payouts in 60–90 days. This isn’t just refunds. It’s cash flowing back into businesses that already absorbed the cost. Here’s what most miss: this acts like delayed stimulus. When that money hits, it doesn’t sit still, it moves through prices, hiring, and supply chains fast.
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