Possible scenario
Backlash Forces Rules
20% Chance
A safety, fraud, copyright, or election-related incident could quickly weaken the political appeal of purely voluntary rules. In that case, the administration may preserve pro-innovation rhetoric but accept more mandatory audits or enforcement by agencies such as the FTC and Commerce Department.
Secondary impacts
- Technology -1.9%
- Business Services +0.8%
Tickers
- MSFT-1.9%
- META-1.8%
- NVDA-1.1%
- ADBE+0.2%
Portfolio impact
S&P 500-0.8%
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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