- Business readiness: contingency planning for both broad invalidation and limited-remedy outcomes
- Business readiness: contingency planning for both broad invalidation and limited-remedy outcomes
- Scenario weighting: 25% full reversal, 40% partial upholding with narrow carve-outs, 35% full affirmation
- Key monitoring variables: oral-argument indicators, amicus-brief alignment, public-commentary shifts, interim lower-court…
- Scenario weighting: 25% full reversal, 40% partial upholding with narrow carve-outs, 35% full affirmation
- Key monitoring variables: oral-argument indicators, amicus-brief alignment, public-commentary shifts, interim lower-court…
- Economic stakes: $210 billion in FY2025 tariff revenue at risk, potential $4 trillion budget impact over ten years
- Operational implications: importers’ refund claims,…
- Economic stakes: $210 billion in FY2025 tariff revenue at risk, potential $4 trillion budget impact over ten years
- Operational implications: importers’ refund claims,…
- Separation of powers: balancing executive discretion in foreign-policy emergencies against legislative oversight
- Judicial precedent: West Virginia v. EPA and Biden v. Nebraska signal skepticism of broad unilateral authority
-…
- Separation of powers: balancing executive discretion in foreign-policy emergencies against legislative oversight
- Judicial precedent: West Virginia v. EPA and Biden v. Nebraska signal skepticism of broad unilateral authority
-…
Consensus probability of 38% that the Supreme Court will rule in favor of Trump’s tariffs
- Legal scope: IEEPA’s emergency provisions versus explicit congressional tariff authority
- Major questions doctrine: threshold for…
Consensus probability of 38% that the Supreme Court will rule in favor of Trump’s tariffs
- Legal scope: IEEPA’s emergency provisions versus explicit congressional tariff authority
- Major questions doctrine: threshold for…
10. The decision will shape future use of emergency powers for trade policy, define the boundary between congressional tariff authority and presidential discretion,…
10. The decision will shape future use of emergency powers for trade policy, define the boundary between congressional tariff authority and presidential discretion,…
9. Precedents cited include Supreme Court rulings constraining executive action in major questions contexts, such as West…
9. Precedents cited include Supreme Court rulings constraining executive action in major questions contexts, such as West…
8. Key legal questions include whether IEEPA’s emergency provisions encompass tariff authority, how the…
8. Key legal questions include whether IEEPA’s emergency provisions encompass tariff authority, how the…
7. Oral arguments are scheduled for the first week of…
7. Oral arguments are scheduled for the first week of…
6. Tariff revenues exceeded $210 billion in fiscal year 2025; domestic importers may seek refunds if tariffs are invalidated, and the Congressional Budget Office projects up…
6. Tariff revenues exceeded $210 billion in fiscal year 2025; domestic importers may seek refunds if tariffs are invalidated, and the Congressional Budget Office projects up…
5. Challengers include five importers (e.g., V.O.S. Selections Inc., Plastic Services and Products), two educational toy companies, and a coalition of twelve states led by…
5. Challengers include five importers (e.g., V.O.S. Selections Inc., Plastic Services and Products), two educational toy companies, and a coalition of twelve states led by…
4. Tariffs challenged in the case include reciprocal rates…
4. Tariffs challenged in the case include reciprocal rates…
3. The Federal Circuit, in a 7–4 decision on August 29, 2025, ruled that Congress did not clearly authorize the President to impose broad…
3. The Federal Circuit, in a 7–4 decision on August 29, 2025, ruled that Congress did not clearly authorize the President to impose broad…
2. Trump invoked IEEPA, enacted in 1977 to sanction foreign threats, as the sole statutory basis to impose tariffs on imports from China, Mexico, Canada, and other nations by declaring a national emergency to…
2. Trump invoked IEEPA, enacted in 1977 to sanction foreign threats, as the sole statutory basis to impose tariffs on imports from China, Mexico, Canada, and other nations by declaring a national emergency to…
• Contingency planning for competitor campaign spikes advisable to protect projected win probability
• Contingency planning for competitor campaign spikes advisable to protect projected win probability
Downside scenarios
• Shock upset by The Studio leveraging broader campaign resources (–10–15 pts)
• Surge by dark horses splitting traditional frontrunner support (–5–10 pts)
Commercial implications
• Marketing & promotional investments should lean into…
Downside scenarios
• Shock upset by The Studio leveraging broader campaign resources (–10–15 pts)
• Surge by dark horses splitting traditional frontrunner support (–5–10 pts)
Commercial implications
• Marketing & promotional investments should lean into…
• Voting variability – Television Academy peer-group voting patterns and year-over-year turnout shifts
Upside scenarios
• Conversion of nomination lead into votes amid high buzz (+10–15 pts)
• Continued Apple TV+ awards momentum…
• Voting variability – Television Academy peer-group voting patterns and year-over-year turnout shifts
Upside scenarios
• Conversion of nomination lead into votes amid high buzz (+10–15 pts)
• Continued Apple TV+ awards momentum…
• Network momentum – Apple TV+’s early Emmy wins and streaming awards performance
• Primary competitor strength – The Studio’s adjusted bookmaker odds and projected network tallies
• Dark-horse…
• Network momentum – Apple TV+’s early Emmy wins and streaming awards performance
• Primary competitor strength – The Studio’s adjusted bookmaker odds and projected network tallies
• Dark-horse…
Consensus probability of 65% for Severance winning the Emmy Award for Outstanding Drama Series
Key drivers and variables
• Nomination dominance (27 total) – single largest predictor of win likelihood
• Critical…
Consensus probability of 65% for Severance winning the Emmy Award for Outstanding Drama Series
Key drivers and variables
• Nomination dominance (27 total) – single largest predictor of win likelihood
• Critical…
12. Streaming platforms lead Emmy wins with Netflix projected at 25 awards and Apple TV+ at 24, underscoring Severance’s network’s strong…
12. Streaming platforms lead Emmy wins with Netflix projected at 25 awards and Apple TV+ at 24, underscoring Severance’s network’s strong…