Possible scenario
Political Containment
25% Chance
The White House continues tightening control over RFK Jr.'s HHS messaging while allowing the fraud crackdown to proceed through normal CMS and DOJ channels. Congressional Republicans and Democrats both support anti-fraud action, but pressure the department to protect legitimate wound care access.
Secondary impacts
- Healthcare -0.4%
- Business Services +0.2%
Tickers
- ORGO-3.8%
- MDXG-3.6%
- IART-1.1%
Portfolio impact
S&P 500-0.0%
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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