Possible scenario
Legal Narrowing
25% Chance
Opposition-led regions, landlord associations and institutional investors challenge the measure on property-rights and regional-competence grounds. Spain's Constitutional Court or EU-level pressure could narrow the ban without fully overturning tenant protections.
Secondary impacts
- Finance +1.2%
- Non-Energy Materials +0.5%
- Industrials +0.4%
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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