Possible scenario
Bilateral Friction Persists
25% Chance
The ban is lifted, but U.S. airlines continue arguing that Mexico's airport policies disadvantage them. USDOT keeps the docket active and uses route approvals as leverage, limiting the upside for carriers exposed to Mexico City expansion.
Secondary impacts
- Consumer Services -0.4%
Tickers
- DAL-0.7%
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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