Possible scenario
Campaign Hits More Infrastructure
30% Chance
Kyiv may judge the Yandex attacks as a cost-effective way to disrupt Russian logistics, cloud services, mapping, and urban mobility without directly targeting energy exports. Repeated attacks would force Russian operators to disperse workloads and increase physical security at data centers.
Initial impacts
- Market volatility Up
Secondary impacts
- Technology -0.8%
- Telecommunications -0.5%
- Consumer Services -0.3%
Portfolio impact
S&P 500-0.4%
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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