Possible scenario
White House Control Holds
40% Chance
The administration keeps practical control over most NIH grant obligations after relying on the Supreme Court’s earlier willingness to permit grant halts. NIH institutes continue operating, but final award authority shifts toward OMB, HHS political leadership, and White House policy offices.
Secondary impacts
- Healthcare -1.1%
Tickers
- RVTY-2.9%
- TMO-2.1%
- DHR-1.8%
- TXG-1.6%
- BIO.B-1.2%
- -0.7%
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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