Possible scenario
Denial Holds
45% Chance
The most likely path is that Washington’s denial remains the operative position, with no public proof of a completed $200 million Iranian transfer. Israel continues to brief allies on alleged Iranian financing routes, but the dispute stays mostly diplomatic and does not materially change sanctions or military posture in the next few days.
Initial impacts
- Market volatility Up
- Oil prices Up
Secondary impacts
- Energy +0.1%
- Consumer Services +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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