Possible scenario
Pro-Export Tilt
25% Chance
The White House could use its rejection of global controls to move further toward a commercial détente with Beijing. This would favor U.S. chipmakers and cloud infrastructure suppliers, though congressional resistance would remain a constraint.
Initial impacts
- Market volatility Down
Secondary impacts
- Technology +1.4%
- Industrials +0.3%
Tickers
- NVDA+2.2%
- +1.5%
Portfolio impact
S&P 500+0.7%
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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