Possible scenario
Pentagon Infighting Escalates
15% Chance
Internal resistance grows as senior officers and civilian officials argue the cuts damage planning capacity and politicize command structures. Leaks, resignations, and inspector general referrals create sharper uncertainty around defense management and contracting priorities.
Secondary impacts
- Business Services -1.5%
- Industrials -0.7%
- Technology -0.2%
Tickers
- BAH-3.7%
- LDOS-2.4%
- SAIC-1.6%
- -1.2%
Portfolio impact
S&P 500-0.2%
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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