Possible scenario
Ban Broadens Further
18% Chance
The White House may double down by extending restrictions to additional outlets or formalizing loyalty-based credential standards. This would raise the legal and political stakes, though immediate market effects would still be centered on media companies.
Initial impacts
- Market volatility Up
- Riskier companies' borrowing costs Up
- 10-year Treasury yield Down
- US dollar Up
Secondary impacts
- Consumer Services -1.2%
- Telecommunications -0.3%
Portfolio impact
S&P 500-0.2%
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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