Possible scenario
Congress Blocks Imports
30% Chance
A bipartisan China-security push could turn the pending vehicle restrictions into a hard barrier for Waymo’s Zeekr order. This would delay Alphabet’s robotaxi scale-up and favor US-assembled autonomous platforms or incumbent competitors.
Secondary impacts
- Technology -0.5%
- Consumer Cyclicals -0.4%
- Industrials +0.2%
Tickers
- GOOGL-1.9%
- TSLA+0.9%
- UBER-0.8%
Portfolio impact
S&P 500-0.3%
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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