Possible scenario
Bureaucratic Friction
20% Chance
Clayton's dual role creates confusion over whether AI policy is still being driven by the White House technology office, ODNI, Commerce or OMB. The result is temporary uncertainty for companies awaiting procurement, export-control and safety guidance.
Secondary impacts
- Technology -0.9%
- Telecommunications -0.1%
- Industrials -0.1%
Tickers
- MSFT-0.8%
- PLTR-0.6%
- NVDA-0.5%
- -0.4%
Portfolio impact
S&P 500-0.5%
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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