Possible scenario
Diplomatic De-escalation
40% Chance
The most likely outcome is that Washington uses the sanctions threat as leverage but avoids punishing close NATO allies. London, Paris and Oslo clarify that their measures target Israeli settlements rather than Israel itself, giving the US administration room to delay action.
Initial impacts
- Market volatility Down
- 10-year Treasury yield Up
Secondary impacts
- Industrials +0.3%
- Finance +0.2%
Tickers
- +0.7%
Portfolio impact
S&P 500+0.2%
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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