Possible scenario
Phased Termination Revived
20% Chance
DHS revises the blocked proposal into a slower wind-down that the White House can defend as orderly rather than abrupt. This path is plausible if restrictionist advisers regain leverage or if the administration wants to show visible follow-through after earlier migrant-protection rollbacks.
Secondary impacts
- Consumer Services -0.3%
- Industrials -0.2%
- Consumer Non-Cyclicals -0.1%
- Non-Energy Materials -0.1%
Portfolio impact
S&P 500-0.0%
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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