Possible scenario
Sovereignty Frictions Slow
24% Chance
Privacy, procurement and data-sovereignty concerns slow implementation on the U.K. side. The pact survives, but the near-term commercial upside is reduced as Parliament and regulators demand tighter controls on cross-border infrastructure data.
Secondary impacts
- Technology -1.1%
- Industrials -0.3%
- Telecommunications -0.2%
- Utilities -0.2%
Tickers
- PLTR-2.4%
- CRWD-0.8%
- -0.7%
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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