Possible scenario
Deal Holds Narrowly
38% Chance
The most likely near-term outcome is that the White House keeps the Russian diesel sanctions relief intact while trying to contain political fallout. Kyiv continues to criticize the deal, but Washington frames it as a limited energy-market measure rather than a broader Ukraine policy reversal.
Initial impacts
- Market volatility Down
- Oil prices Down
Secondary impacts
- Industrials +0.2%
- Energy -0.1%
Tickers
- VLO-0.8%
Portfolio impact
S&P 500+0.1%
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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