Possible scenario
Air Defenses Stabilize
+0.3%
Ukraine improves interception rates after the latest barrage and prevents Russia from compounding the damage. Western governments accelerate air-defense ammunition deliveries, allowing Kyiv to keep the grid functional through emergency repairs.
What it moves
- Industrials+0.7%
- Utilities+0.4%
- Market volatility
- Riskier companies' borrowing costs
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