Possible scenario
Administration Narrows Rule
26% Chance
DHS keeps pressure on universities and employers but narrows the proposal after legal warnings and lobbying from research universities, semiconductor firms, hospitals, and major technology companies. The most likely compromise preserves OPT while imposing smaller fees, compliance audits, or exemptions for strategic fields.
Secondary impacts
- Technology +0.6%
- Business Services +0.3%
- Industrials +0.3%
- Healthcare +0.2%
Tickers
- MSFT+0.8%
- ACN+0.4%
- +0.4%
Portfolio impact
S&P 500+0.3%
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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