Possible scenario
Crackdown Expands
15% Chance
The administration treats the wage rule as one part of a broader H-1B tightening campaign after the courts block the $100,000 fee. Additional scrutiny of third-party placement, entry-level petitions, and outsourcing-heavy employers materially increases compliance risk.
Secondary impacts
- Business Services -3.7%
- Technology -2.7%
- Healthcare -0.7%
Tickers
- CTSH-6.7%
Portfolio impact
S&P 500-1.3%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.