Coercive Drill Fades

its chance, of the story’s futures

+0.2%on the S&P 500, if it happens

China treats the 100-ship deployment as a show of force rather than the start of a blockade. Taiwan keeps forces on alert, but commercial traffic and semiconductor production continue normally.

What it moves

Technology+0.3%
Industrials+0.3%
Market volatility▼ down
10-year Treasury yield▲ 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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