Lutnick Prevails

its chance, of the story’s futures

+0.3%on the S&P 500, if it happens

Trump may decide that preserving U.S. leverage over Chinese AI buyers is preferable to a renewed cutoff. Lutnick’s argument that China should remain dependent on U.S. technology becomes the governing policy, with stricter optics but continued sales.

What it moves

Technology+0.6%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Lutnick Prevails

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