Possible scenario
Pro-AI Deregulator Picked
45% Chance
The most likely path is that Trump replaces Bessent with a Silicon Valley-aligned figure who emphasizes faster deployment, procurement reform, and looser federal oversight. This fits the administration's stated GDP-growth framing and avoids moving Treasury Secretary Bessent out of his core role.
Initial impacts
- Market volatility Up
Secondary impacts
- Technology +0.8%
- Business Services +0.5%
- Industrials +0.4%
- Telecommunications +0.2%
Tickers
Portfolio impact
S&P 500+0.4%
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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