EU-Aligned Tariff Adopted

The UK follows through with a tariff package close to the EU's countervailing duties to preserve frictionless access for UK-built vehicles and components into the single market. This is the most likely path because London has already signaled that EU market access outweighs cheaper Chinese EV imports.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.