Possible scenario
Enforcement Expands
38% Chance
The most likely path is a broader DOJ and VP task force enforcement campaign against alleged work-visa fraud, especially in IT staffing, outsourcing, and consulting. The administration has already escalated from rhetoric to agency action, making subpoenas, audits, and civil complaints the natural next step.
Secondary impacts
- Business Services -2.5%
- Technology -0.9%
- Healthcare -0.2%
Tickers
- CTSH-2.9%
- ACN-0.7%
- THC-0.2%
- -0.2%
Portfolio impact
S&P 500-0.5%
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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