Deliveries Proceed Smoothly

The most likely path is that the U.S. allows the AMRAAM-ER sale to move forward after earlier political delays, framing it as a defensive air-defense package. Taiwan gains a clearer medium-range air-defense plan, while Beijing protests but avoids a major escalation.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.