Possible scenario
Elasticity Revives Growth
25% Chance
Lower AI bills could unlock enough incremental demand to make the Ramp Index decline look temporary. If CFOs view falling prices as a productivity opportunity, enterprise AI pilots may restart before year-end.
Secondary impacts
- Technology +1.5%
- Business Services +0.9%
- Finance +0.1%
Tickers
- MSFT+2.2%
- AMZN+1.8%
- NVDA+1.6%
Portfolio impact
S&P 500+0.9%
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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