Possible scenario
Supply Finally Improves
28% Chance
Memory and PC component supply improves after months of tight inventories. Prices do not fully reverse, but the pace of computer inflation slows enough to stabilize margins and demand expectations.
Secondary impacts
- Technology +0.7%
- Consumer Cyclicals +0.1%
Tickers
- HPQ+2.2%
- DELL+1.9%
- MU-1.6%
- WDC-1.4%
- +0.7%
Portfolio impact
S&P 500+0.3%
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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