Possible scenario
Courts Slow Mandate
25% Chance
Major data-center states, cloud providers, and trade groups challenge the order on federal-power and administrative-law grounds. Litigation delays the most onerous provisions, especially the dividend requirement, while agencies attempt to convert the directive into formal rulemaking.
Secondary impacts
- Technology +0.8%
- Industrials -0.3%
- Utilities -0.1%
Tickers
- EQIX+1.1%
- DLR+1.0%
- MSFT+0.9%
- +0.8%
Portfolio impact
S&P 500+0.4%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.