Possible scenario
Alternative Supply Cushions
22% Chance
Global grain markets adjust through higher shipments from Brazil, the United States, Australia and the European Union. The poorest importers still face affordability problems, but physical shortages are less severe than Zelensky's warning implies.
Initial impacts
- Market volatility Up
- US dollar Up
Secondary impacts
- Consumer Non-Cyclicals +0.1%
Tickers
- BG+1.2%
- +1.1%
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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