Possible scenario
Administration Hardens Policy
22% Chance
After reinstating a small number of enrollees, the administration defends the purge as anti-fraud enforcement and expands stricter eligibility checks. Exchange enrollment declines further, especially after subsidy withdrawals have already reduced affordability.
Secondary impacts
- Healthcare -0.4%
Tickers
- OSCR-3.4%
- CNC-2.4%
- MOH-1.3%
- ELV-0.3%
- CVS-0.2%
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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