Possible scenario
Constraint Lasts Longer
25% Chance
Pipeline capacity remains below normal for longer than airline planners expected. Lufthansa continues fuel tankering but begins trimming marginal short-haul capacity and faces a clearer hit to unit costs.
Initial impacts
- Oil prices Up
Secondary impacts
- Consumer Services -1.0%
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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