Possible scenario
Limited Boeing Package
25% Chance
A smaller aviation package remains plausible because both governments may want a visible summit deliverable without committing to the previously floated 500-jet number. This would help Boeing sentiment but fall short of earlier market hopes.
Secondary impacts
- Industrials +0.6%
Tickers
- BA+3.7%
Portfolio impact
S&P 500+0.1%
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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