Possible scenario
Waivers Contain Damage
30% Chance
The White House keeps the headline crackdown in place but allows broad national-interest exemptions for physicians, nurses, postdoctoral researchers, and federally funded STEM roles. This preserves the political signal while limiting immediate operational disruption.
Secondary impacts
- Business Services +0.3%
- Technology -0.2%
Tickers
- UHS+0.5%
- AMN-0.4%
- TMO-0.4%
- THC+0.1%
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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