Possible scenario
BAAJA Gains Traction
40% Chance
The endorsement by 19 former officials helps turn BAAJA from a policy paper into a bipartisan legislative vehicle. Lawmakers frame it as the next step after CHIPS Act guardrails, the Inflation Reduction Act and 2026 allied efforts against Chinese overcapacity.
Secondary impacts
- Technology +1.0%
- Industrials +0.7%
- Non-Energy Materials +0.2%
Tickers
- INTC+2.8%
- GFS+1.8%
- MU+1.5%
- +1.2%
Portfolio impact
S&P 500+0.5%
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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