Possible scenario
Political Fight Escalates
25% Chance
The CFPB probe becomes part of a broader Washington confrontation over whether banks used compliance and reputational-risk policies to exclude political groups. Congressional subpoenas, public CEO testimony, and state attorney general actions extend the issue beyond routine supervision.
Secondary impacts
- Finance -1.3%
- Business Services +0.4%
Tickers
- WFC-1.5%
- BAC-1.4%
- C-1.3%
- JPM-1.2%
- -1.0%
Portfolio impact
S&P 500-0.2%
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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