Compromise Phase-In

The November delay gives Senate leaders time to align hardline China-security language with industry and libertarian objections. The most likely outcome is a permanent restriction that preserves the political headline of a Chinese vehicle ban while adding phase-ins, certifications, or narrow waivers to avoid disrupting connected-car supply chains.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.