Possible scenario
Privileges Curtailed
25% Chance
Lawmakers' pressure pushes DHS to impose tougher conditions on COSCO's U.S. port access. The company is not fully barred, but expedited clearance, reduced-inspection treatment, and trusted-operator-style benefits are suspended or narrowed.
Initial impacts
- Market volatility Up
Secondary impacts
- Industrials -1.0%
- Business Services +0.6%
- Technology +0.2%
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.
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