Possible scenario
Probe Escalates
17% Chance
The HUD inquiry broadens into a more serious multi-agency fair-lending case involving the Justice Department and the CFPB. Given Wells Fargo's history of major enforcement actions, investors price in a higher probability of litigation, larger restitution, and restrictions on mortgage program design.
Secondary impacts
- Finance -0.7%
Tickers
- WFC-7.0%
- BAC-1.1%
- JPM-0.7%
- C-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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