Possible scenario
Washington Adjusts Tariffs
22% Chance
The price jump increases pressure on the White House, Commerce Department and USTR to refine chip and computer-related tariffs. Policy changes become a key driver of PC pricing expectations into early 2027.
Initial impacts
- 10-year Treasury yield Up
Secondary impacts
- Technology -0.1%
Tickers
- AAPL+0.3%
- HPQ+0.2%
- +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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