Possible scenario
Plan Sidelined
15%
−0.4%
Netanyahu remains prime minister, but the U.S.-backed Gaza plan is effectively shelved to avoid triggering an Israeli coalition collapse. This keeps the political status quo intact while worsening the gap between Washington’s preferred timeline and Israeli coalition constraints.
What it moves
- Energy+0.3%
- Consumer Services−0.2%
- Market volatility
- Riskier companies' borrowing costs
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