Possible scenario
Fast Music Settlement
40% Chance
The most likely path is a narrow resolution centered on music rights rather than a broad shutdown of the CBP ad campaign. DHS or its ad vendor removes JMSN's song, negotiates a license or settlement, and keeps the rest of the $20 million campaign largely intact.
Portfolio impact
S&P 5000.0%
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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