Possible scenario
Supply Contraction
20% Chance
The eviction ban could intensify Spain's existing housing shortage if private landlords, banks and build-to-rent investors reduce exposure. This would worsen availability in Madrid, Barcelona, Valencia and Málaga while raising pressure for public-sector supply.
Secondary impacts
- Finance -2.3%
- Non-Energy Materials -1.4%
- Industrials -0.9%
Portfolio impact
S&P 500-0.4%
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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