Possible scenario
Investigations Widen
20% Chance
The watchdog cuts could become part of a broader inquiry into whether FHFA was used to scrutinize mortgages of Trump opponents while internal oversight was being weakened. This is less likely than a budget compromise but plausible given the timeline of inspector general firings, GAO objections, and reports about mortgage reviews.
Secondary impacts
- Finance -0.3%
Portfolio impact
S&P 500-0.0%
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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