Possible scenario
No Summit Order
45% Chance
The most likely outcome is that Boeing is left out of the summit deliverables despite earlier expectations of a large Chinese commitment. Beijing can preserve leverage in trade talks while continuing to use Airbus and COMAC purchases as alternatives.
Secondary impacts
- Industrials -0.7%
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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