Possible scenario
Political Patch Emerges
20% Chance
Public attention on the 1 million coverage losses increases pressure on Congress and governors, especially around children, pregnant women, refugees, and long-term legal residents. A full repeal is unlikely, but narrower fixes become plausible if hospitals, state officials, and some Republicans press for relief.
Secondary impacts
- Healthcare +0.6%
Tickers
- MOH+2.0%
- CNC+1.7%
- ELV+0.5%
- THC+0.4%
- CVS+0.3%
- +0.2%
Portfolio impact
S&P 500+0.1%
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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