• 

  45%

  −0.1%

  Miller Consolidates Control

  Stephen Miller becomes the clear operating center of the West Wing after Susie Wiles’ removal, turning the chief of staff job into a policy-enforcement role. The most likely near-term result is tighter message discipline and faster movement on immigration, personnel, and agency directives rather than a broad market-moving crisis.

  Consumer Services −0.4% · Consumer Cyclicals −0.2% · Technology −0.2%

• 

  25%

  −0.1%

  Staff Turmoil Deepens

  Wiles’ removal triggers a round of leaks, factional briefings, and uncertainty over who controls access to Trump. The political story remains important but produces only limited 1-2 day market stress unless it blocks budget, trade, or regulatory decisions.

  Technology −0.3% · Industrials +0.1% · Finance −0.1%

• 

  20%

  0.0%

  Health Faction Advances

  Because Calley Means had accused Wiles of sidelining health goals, her removal could reopen access for the MAHA-aligned health faction around Means and Robert F. Kennedy Jr. The near-term market impact would be concentrated in healthcare, vaccines, and packaged food rather than broad macro assets.

  Healthcare −0.1% · Consumer Non-Cyclicals −0.1% · Consumer Cyclicals −0.1%

• 

  10%

  −0.1%

  Broader Reset Follows

  The Wiles firing becomes the first step in a wider reorganization of senior White House roles. This is less likely than a straightforward Miller consolidation, but the 60 Minutes timing raises the chance of additional communications, legal, or media-related changes.

  Consumer Services −0.1% · Business Services −0.1% · Technology +0.1%

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