Possible scenario
Backlash Slows Agenda
20% Chance
The administration's AI push could run into legal, state-level, labor, and environmental opposition. Because Trump has already moved to curtail state AI laws and expand federal oversight, litigation over federal preemption is a realistic constraint.
Initial impacts
- Market volatility Up
Secondary impacts
- Technology -0.9%
- Utilities -0.3%
- Industrials -0.2%
- Business Services -0.2%
Tickers
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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