Goldman Sachs, on the SCOTUS ruling, write that the implication is "... mildly supportive for equities and mildly negative for bonds… but largely priced for both."

Full quote:"This won’t be the end of tariffs… the administration will almost certainly roll out alternative legal frameworks. Net result is probably slightly fewer tariffs, materially more trade uncertainty, and some incremental deficit concerns. Net-net, that’s mildly supportive for equities and mildly negative for bonds… but largely priced for both."