Possible scenario
Enforcement Widens
30% Chance
The Microsoft suspension becomes the first public step in a wider DOJ, DOL, and DHS enforcement campaign. Subpoenas, recruitment-record reviews, and PERM audits expand to large technology firms and offshore IT-services contractors.
Secondary impacts
- Business Services -3.0%
- Technology -2.0%
Tickers
- CTSH-4.6%
- MSFT-2.4%
- AMZN-0.9%
- ACN-0.4%
Portfolio impact
S&P 500-1.0%
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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