Possible scenario
Administration Wins Reprieve
25% Chance
A conservative appellate panel could find that DHS has broad statutory waiver authority for border-barrier projects. That would allow at least some Big Bend construction activity to resume while litigation continues.
Secondary impacts
- Industrials +0.1%
- Non-Energy Materials +0.1%
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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