Possible scenario
Bessent Gets Post
38% Chance
Scott Bessent remains the most likely pick given the prior reporting that he had emerged as the leading candidate. A Bessent appointment would likely frame AI policy around competitiveness, capital formation, energy availability, and lighter federal oversight.
Secondary impacts
- Technology +0.6%
- Utilities +0.3%
- Industrials +0.2%
Tickers
- NVDA+1.4%
- MSFT+0.8%
- PLTR+0.8%
- +0.6%
Portfolio impact
S&P 500+0.4%
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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