Possible scenario
Managed Security Response
45% Chance
The most likely path is a controlled UK-US response: tighter base security, selective sanctions, expulsions, and a criminal prosecution without direct military action. London and Washington have incentives to signal deterrence while avoiding a wider confrontation with Tehran.
Initial impacts
- Market volatility Up
- Oil prices Up
Secondary impacts
- Industrials +0.4%
Tickers
- LMT+0.5%
Portfolio impact
S&P 500-0.1%
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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