Relief Rally Emerges

10%its chance, of the story’s futures

+0.9%on the S&P 500, if it happens

A smaller but plausible outcome is a fast reversal if large cloud or AI-linked companies reaffirm capital-spending plans. Intel remains damaged, but investors buy the broader technology dip after concluding the selloff is overextended.

What it moves

Technology+1.4%
Business Services+0.3%
Market volatility▼ down
Riskier companies' borrowing costs▼ down

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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