Broader Port Disruption

25%its chance, of the story’s futures

−1.1%on the S&P 500, if it happens

The strike broadens beyond military shipments as sympathetic unions refuse to cross picket lines or handle cargo from flagged carriers. Congestion rises at key hubs such as LA-Long Beach, Rotterdam, Antwerp-Bruges, Piraeus, and Valencia, creating short-term supply-chain stress.

What it moves

Industrials−2.3%
Consumer Cyclicals−1.3%
Riskier companies' borrowing costs▲ up
Market volatility▲ up

Sectors in percent; other series by direction only.

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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