Possible scenario
US Route Reopens
18% Chance
The United States uses the strategy shift to repair defense ties after delayed Swiss Patriot deliveries. Bern leans back toward U.S. weapons integration because F-35A interoperability and existing air-defense architecture make Washington difficult to bypass.
Secondary impacts
- Industrials +0.2%
Tickers
- LMT+0.8%
- NOC+0.2%
- RTX+0.2%
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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