Possible scenario
Bill Advances Intact
45% Chance
Bipartisan concern over Salt Typhoon-style telecom intrusions and supply-chain exposure keeps the bill on track. The most likely outcome is a procurement-focused ban for national security systems rather than a broad commercial import prohibition.
Secondary impacts
- Technology +0.2%
- Telecommunications -0.1%
Tickers
- COHR+2.1%
- LITE+1.2%
- AAOI+0.7%
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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