Possible scenario
Premium Pricing Holds
40% Chance
Samsung and Apple both maintain higher flagship pricing as memory shortages give vendors cover to pass through costs. The most likely path is modest volume softness but better average selling prices and relatively stable premium-phone margins.
Secondary impacts
- Consumer Cyclicals -0.1%
- Technology +0.1%
Tickers
- MU+0.5%
- AAPL+0.3%
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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