Possible scenario
Narrow Safety Compromise
20% Chance
The administration avoids broad regulation but accepts limited federal coordination on safety testing, procurement rules, and national-security reviews. This preserves most of the investment upside while reducing political and legal pressure.
Secondary impacts
- Technology +0.8%
- Business Services +0.5%
- Utilities +0.4%
- Industrials +0.2%
Tickers
- MSFT+1.0%
- NOW+0.8%
- +0.7%
Portfolio impact
S&P 500+0.4%
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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