Possible scenario
Managed Access Compromise
45% Chance
Large consumer platforms and banks move toward controlled access rather than a permanent ban. Amazon, Delta, Citi and peers use authentication, transaction limits and liability language to separate approved AI agents from scraping or credential-sharing bots.
Secondary impacts
- Consumer Cyclicals +0.4%
- Finance +0.4%
- Business Services +0.4%
- Technology +0.3%
- Consumer Services +0.2%
Tickers
- AMZN+1.0%
- +0.8%
Portfolio impact
S&P 500+0.3%
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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