Possible scenario
UK Tariffs Proceed
30% Chance
The UK follows through with high tariffs to preserve regulatory and trade alignment with the EU. China condemns the decision, but the immediate market impact remains concentrated in automakers and EV import channels rather than broad macro assets.
Secondary impacts
- Consumer Cyclicals -0.8%
- Industrials -0.2%
Tickers
- TSLA-0.9%
- STLA+0.5%
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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