Possible scenario
Federal De-escalation
20% Chance
The White House moves to limit economic fallout by coordinating DHS, ICE and USDA guidance for critical food facilities. Enforcement does not stop, but raids give way to audits or targeted actions that reduce absenteeism at beef plants.
Secondary impacts
- Consumer Non-Cyclicals +0.7%
- Consumer Services +0.3%
Tickers
- TSN+3.0%
- JBS+2.4%
- SYY+0.6%
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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