Legal Risk Deepens
−0.6%
A smaller but plausible path is referral to the Justice Department or an inspector general for potential ethics, bribery, or administrative-law violations. The immediate impact would remain mostly company-specific unless regulators signal that the export approvals themselves are invalid.
What it moves
- Technology−0.8%
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.