Possible scenario
School-Year Spread
32% Chance
The outbreak expands as schools, day-care centers, and colleges identify more exposures among unvaccinated students. The market impact is still sector-specific, with healthcare and vaccine-related names benefiting while travel and in-person consumer services see mild pressure.
Secondary impacts
- Healthcare +0.6%
- Consumer Services -0.3%
- Consumer Cyclicals -0.2%
Tickers
- MRK+1.6%
- CVS+0.5%
- DGX+0.2%
- +0.2%
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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