Possible scenario
Negotiated Disarmament Advances
44% Chance
The sharp fall in Shia trust gives Parliament Speaker Nabih Berri, Prime Minister Nawaf Salam, and Lebanese Army commander Rodolphe Haykal more political cover to press for a phased transfer of Hezbollah heavy weapons. Hezbollah preserves a political role while yielding parts of its military infrastructure under Lebanese state and UNIFIL monitoring.
Initial impacts
- Riskier companies' borrowing costs Down
- Market volatility Down
- Oil prices Down
Secondary impacts
- Energy -0.1%
- Finance +0.1%
Tickers
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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