Possible scenario
BYD Carveout Added
25% Chance
Paul extracts language creating a pathway for BYD vehicles or BYD-linked production to receive authorization despite the broader Chinese vehicle ban. This would materially soften the bill for BYD and create a political fight with China hawks and U.S. automakers.
Secondary impacts
- Consumer Cyclicals -0.4%
Tickers
- TSLA-1.6%
- RIVN-1.1%
- GMM.USD-0.9%
- F-0.9%
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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