Possible scenario
Congressional Gridlock
20% Chance
A diesel tax suspension stalls because lawmakers disagree over deficits, Highway Trust Fund financing, and whether fuel retailers would pass savings to truckers. With diesel already above $6.50, this outcome keeps cost pressure on freight, food distribution, and small carriers.
Secondary impacts
- Industrials -0.6%
- Consumer Non-Cyclicals -0.2%
- Consumer Cyclicals -0.1%
Tickers
- JBHT-1.4%
- KNX-0.9%
- ODFL-0.7%
- -0.4%
Portfolio impact
S&P 500-0.1%
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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