Possible scenario
Hard-Money Agenda
25% Chance
Shelton gains influence over Treasury messaging on sound money, reserve assets, and long-term dollar credibility. The administration does not immediately restore a gold standard, but it normalizes discussion of gold-linked or rules-based monetary frameworks.
Initial impacts
- Market volatility Up
- 10-year Treasury yield Up
- Bitcoin Up
- US dollar Down
Secondary impacts
- Technology -0.6%
- Finance -0.4%
Portfolio impact
S&P 500-0.5%
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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