Possible scenario
Administration Delays Funds
30% Chance
The Trump administration argues that GAO opinions are not binding and continues to slow-walk health and research awards through OMB and White House review. Universities, medical schools and research contractors pursue additional injunctions, but funding remains uneven in the near term.
Secondary impacts
- Healthcare -0.5%
- Business Services -0.2%
- Technology -0.1%
Tickers
- RVTY-1.7%
- TMO-1.1%
- DHR-0.7%
- -0.6%
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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