Possible scenario
Americas Portfolio Revived
25% Chance
Noem could receive a more substantive Western Hemisphere security brief after Paolo Zampolli's firing, especially if the administration wants a politically loyal figure tied to border and migration themes. This would keep her relevant while avoiding a Senate-confirmed role.
Portfolio impact
S&P 5000.0%
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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