Possible scenario
Commerce Partly Restored
25% Chance
Industry, Congress, and national security officials push back because Commerce houses NIST and export-control expertise through BIS. The administration responds by creating an advisory or technical role for Commerce without fully reversing the task force lineup.
Secondary impacts
- Technology +0.5%
- Business Services +0.3%
Tickers
- MSFT+0.4%
- GOOG+0.3%
- NVDA+0.2%
- AMZN+0.2%
- +0.1%
Portfolio impact
S&P 500+0.2%
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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