Possible scenario
Clean Ban Passes
42% Chance
The FCC votes to bar Chinese labs from testing electronics for U.S. equipment authorizations, broadly matching the proposal signaled on October 7. The most likely implementation includes a transition period so device makers can move filings to U.S., European, Japanese, Korean, or other approved labs without a sudden certification freeze.
Secondary impacts
- Business Services +0.3%
- Technology -0.3%
- Telecommunications -0.1%
Tickers
- ULS+3.0%
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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