Possible scenario
Carveouts Emerge
20% Chance
After lobbying from the U.S. Chamber of Commerce, hospitals, universities, and immigration attorneys, DHS narrows or phases in the policy. The administration keeps the tougher immigration posture but reduces immediate harm to sectors with documented shortages.
Secondary impacts
- Healthcare +0.3%
- Technology +0.1%
Tickers
- ACN+0.2%
- CTSH+0.1%
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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