Possible scenario
Mexico Border Disruption
15% Chance
Polo's remnants worsen flooding in northern Mexico after the second landfall, affecting roads, warehouses and border freight flows. The direct financial impact is limited, but manufacturers and logistics operators with cross-border exposure face a temporary operational drag.
Secondary impacts
- Industrials -0.1%
- Non-Energy Materials +0.1%
- Consumer Cyclicals -0.1%
Tickers
- GMM.USD-0.2%
- F-0.2%
- UNP-0.1%
- -0.1%
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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