Possible scenario
Limited Diplomatic Deal
16%
+1.0%
A less likely but plausible outcome is that the APEC diplomacy produces a narrow agreement rather than a full Ukraine settlement. The most realistic deliverables would involve energy infrastructure, prisoners, shipping corridors, or further envoy-level negotiations.
What it moves
- Energy−0.9%
- Industrials+0.8%
- Riskier companies' borrowing costs
- Market volatility
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.