Possible scenario
Contracting Backlash
20% Chance
The medals draw scrutiny from Democrats, procurement watchdogs, or antitrust officials who argue that symbolic presidential favor may distort federal contracting. This is a modest negative for named tech firms because the immediate legal effect is limited, but headline risk increases.
Secondary impacts
- Technology -0.8%
- Business Services -0.1%
- Telecommunications -0.1%
Tickers
- TSLA-0.8%
- NVDA-0.7%
- GOOGL-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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