Possible scenario
IMF Truce Holds
45% Chance
The most likely path is a pragmatic compromise: the IMF treats the Bitcoin breach as manageable while El Salvador keeps enough formal compliance to preserve disbursements. Bukele’s government continues using Sivar and crypto-linked tools, but avoids steps that would force the Fund to suspend the program.
Initial impacts
- Riskier companies' borrowing costs Down
- Market volatility Down
- Bitcoin Up
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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