Diplomatic Retaliation Cycle
−0.2%
The case becomes a diplomatic confrontation if U.S. and U.K. officials publicly attribute the operation to Russian intelligence. This remains a lower-probability outcome because governments often avoid revealing classified counterintelligence details unless the compromise is severe.
What it moves
- Industrials+0.4%
- Energy+0.1%
- Market volatility
- Riskier companies' borrowing costs
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.