Possible scenario
Blockade Escalates
25% Chance
More retailers, airlines and financial firms copy Amazon, Delta and Citi after seeing agents as fraud, scraping and pricing-control risks. The agent-commerce rollout slows as OpenAI, Meta and other agent providers lose access to high-value transaction sites.
Secondary impacts
- Technology -1.3%
- Consumer Services -0.7%
- Finance +0.2%
Tickers
- META-0.7%
- AMZN-0.4%
- C+0.3%
- +0.2%
Portfolio impact
S&P 500-0.6%
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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