Possible scenario
Ban Passes Locally
25% Chance
The Council adopts a version that substantially bars Amazon from using DSP-style subcontractors for last-mile delivery inside New York City. The market reaction is limited by the local scope, but Amazon would face higher costs, operational complexity, and headline risk in other cities.
Secondary impacts
- Consumer Cyclicals -0.8%
- Industrials +0.5%
- Business Services -0.3%
Tickers
- AMZN-1.9%
- UPS+0.8%
- FDX+0.6%
- -0.5%
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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