Export Crackdown Continues
−1.4%
Even if Rubio’s edits become a political liability, the administration may preserve the core China-technology crackdown. Officials can argue that smuggling, banned-university acquisitions, and the espionage plot still justify tighter controls on advanced AI chips.
What it moves
- Technology−2.4%
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.