Possible scenario
Congress Slows Decision
30% Chance
Lawmakers resist a fast political award and force the Pentagon to use a formal scoring process through the NDAA. This path mirrors earlier Space Command fights, with delegations pressing for transparent criteria and regional balance.
Secondary impacts
- Technology +0.1%
- Industrials -0.1%
- Non-Energy Materials -0.1%
Tickers
- FLR-0.7%
- ACM-0.6%
- KBR-0.5%
- +0.4%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.