Disruption Campaign Expands

its chance, of the story’s futures

−0.5%on the S&P 500, if it happens

Israel and the U.S. move to disrupt Iran’s air-defense procurement before any S-400 system becomes operational. The most likely tools are sanctions, cyber operations, sabotage, and interdiction rather than an immediate broad military campaign.

What it moves

Energy+1.6%
Technology−0.6%
Market volatility▲ up
Riskier companies' borrowing costs▲ up

Sectors in percent; other series by direction only.

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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