Possible scenario
Ceasefire Mostly Holds
45% Chance
Israel frames the Mansouri operation as enforcement inside the previously defined buffer zone rather than a new campaign. Hezbollah absorbs the loss of facilities but limits retaliation to avoid giving Israel grounds for a broader southern Lebanon push.
Initial impacts
- Market volatility Down
- Oil prices Down
Secondary impacts
- Energy +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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