Possible scenario
Procurement Backlash
20% Chance
The Canadian incident becomes a procurement and public-sector trust problem rather than a narrow bug report. Governments impose temporary restrictions on autonomous AI agents, especially for tools connected to cloud platforms, document systems, and citizen-service portals.
Secondary impacts
- Technology -3.1%
- Business Services +1.7%
Tickers
- MSFT-4.1%
- CRWD+1.3%
- ACN+0.9%
- GOOG+0.8%
- -0.7%
Portfolio impact
S&P 500-1.3%
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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