Sanctions Bite Narrowly

The most likely path is that the sanctions create targeted disruption rather than a broad market or security shock. U.S. Treasury designations complicate dollar access for named facilitators tied to Ismael Zambada Sicairos, but the Sinaloa Cartel has experience replacing front companies and cash couriers.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.