Possible scenario
Phased Rule Implementation
42% Chance
DHS proceeds with cutting automatic work-permit extensions and shortening layoff grace periods, but it phases enforcement to reduce immediate disruption. Large employers, universities, and immigration law firms adapt through faster filings, premium processing, and internal redeployment programs.
Secondary impacts
- Technology -1.5%
- Business Services -1.2%
- Healthcare -0.5%
Tickers
- CTSH-3.0%
- AMZN-1.2%
- ACN-0.8%
- -0.5%
Portfolio impact
S&P 500-0.8%
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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