Possible scenario
Recovery Setback Deepens
17% Chance
Rachel hits areas still recovering from 2026 wildfires, turning a moderate storm into a more costly recovery setback. The damage is not systemic for national markets, but it weighs on exposed California utilities, insurers, construction schedules and local tourism.
Secondary impacts
- Utilities -0.5%
- Finance -0.3%
- Non-Energy Materials +0.2%
- Consumer Cyclicals +0.2%
- Consumer Services -0.1%
Tickers
- EIX-2.0%
- -1.5%
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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