Possible scenario
Congress Controls Funding
20% Chance
Congress becomes the decisive actor after the memo’s lack of budget detail draws scrutiny. Lawmakers can either fence funds until the Army provides a clearer structure or add money to accelerate counter-drone and autonomous systems procurement.
Secondary impacts
- Industrials +0.1%
- Technology +0.1%
Tickers
- AVAV+0.4%
- KTOS+0.3%
- PLTR+0.3%
- LHX+0.1%
Portfolio impact
S&P 500+0.0%
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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