Possible scenario
Revised Cuts Proceed
30% Chance
Hegseth is likely to preserve a version of the officer-cutting plan by reframing it as a headquarters-efficiency reform. Senate criticism forces narrower criteria, but the Defense Department still removes a meaningful number of senior billets over the next budget cycle.
Secondary impacts
- Industrials -0.1%
- Business Services -0.1%
Tickers
- BAH-0.3%
- NOC-0.2%
- RTX-0.2%
- LMT-0.1%
- +0.1%
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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