Limited Maritime Rollout

The administration proceeds with a narrowly scoped maritime deportation program using Coast Guard, Navy, or chartered vessels for migrants whose air removal routes are blocked or politically contested. Courts allow the first phase to proceed while litigation continues, and markets treat the move mainly as an immigration-enforcement and detention-capacity issue rather than a broad macro shock.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.