Possible scenario
Tariff Compromise
30% Chance
Regulators reject mandatory cuts but endorse negotiated tariffs that pay data centers for voluntary load flexibility. This creates a compromise between grid reliability and the hyperscalers' need for high-availability computing.
Secondary impacts
- Utilities +1.6%
- Industrials +0.5%
- Technology +0.1%
Tickers
- VRT+1.5%
- ETN+1.2%
- D+0.9%
- +0.7%
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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