Possible scenario
Bessent Wins Appointment
45% Chance
Scott Bessent is formally selected as Trump’s AI czar, consolidating AI financing, oversight, and China-risk coordination under a Treasury-led policy figure. This is the most likely path because the recent sequence points to Trump wanting a senior economic and national-security operator rather than a purely technical adviser.
Secondary impacts
- Technology +0.4%
- Industrials +0.3%
- Utilities +0.2%
Tickers
- ORCL+0.9%
- AVGO+0.8%
- NVDA+0.7%
- +0.6%
Portfolio impact
S&P 500+0.3%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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