Possible scenario
Procurement Fallout Widens
20% Chance
The trading disclosure spills into broader scrutiny of Boeing's recent Navy awards, including the F/A-XX fighter decision. This is less likely than a narrow ethics review, but it would be more market-relevant because it could affect Boeing's defense backlog and competitors' protest strategy.
Secondary impacts
- Industrials -0.3%
Tickers
- BA-1.6%
- NOC+0.5%
- LMT+0.3%
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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