Market Reopens Selectively

15%its chance, of the story’s futures

+0.5%on the S&P 500, if it happens

A modest improvement in risk appetite allows only the strongest AI infrastructure borrowers to issue debt. The market does not return to 2024-2025 terms, but investors become willing to fund deals with clear customer contracts and hard collateral.

What it moves

Technology+1.1%
Utilities+0.5%
Finance+0.4%
Industrials+0.2%

Sectors in percent; other series by direction only.

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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