Possible scenario
Demand Normalization Continues
40% Chance
September's 3.4% oil-demand growth proves to be the start of a moderate recovery after tax cuts and restored import flows ease fuel availability. Urban mobility, freight, and festival travel offset some rural weakness from the poor monsoon.
Initial impacts
- Oil prices Up
Secondary impacts
- Energy +0.4%
- Consumer Cyclicals +0.2%
- Industrials +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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