Possible scenario
Full Fee Enforced
20% Chance
DHS could move aggressively and finalize the fee with minimal concessions, betting that appellate courts will accept broad executive authority over immigration administration. This would sharply reduce the OPT-to-H-1B pathway for international students and force employers to alter recruiting plans quickly.
Secondary impacts
- Technology -2.5%
- Business Services -2.1%
- Healthcare -0.8%
Tickers
- CTSH-2.6%
- MSFT-1.4%
- AMZN-0.4%
Portfolio impact
S&P 500-1.2%
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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