The Supreme Court invalidated Trump's tariffs and ordered the US government to refund $81 billion in duties that had been collected from importers — a payout that accelerated sharply in June with $49 billion alone going out that month. The refunds are widening the federal budget deficit and companies say they plan to use the money mostly to offset inflation rather than invest in new activity. What remains unclear is how much of the illegally collected tariff revenue the Trump administration is still attempting to retain or reclassify.