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PULSE - March 03, 2026
Tariff Narrative War Intensifies Post-SCOTUS as Dollar Threat Language Eases from Peaks and Labor Market Anxiety Gains Ground
EXECUTIVE SUMMARY
- Tariff discourse reached its most polarized state on record following the Supreme Court's IEEPA ruling and the State of the Union address. Media language reflecting broad public opposition to tariffs surged to more than ten times its long-term average, even as the administration's revenue-replacement rationale — that tariffs could one day replace the income tax — posted the largest single-week advance of any signature in the data set. The collision of these two forces, combined with the White House's rapid invocation of alternative statutory authority, left uncertainty about future trade policy elevated and conviction about the near-term direction of tariff rates diminished.