Possible scenario
Reform Momentum Broadens
20% Chance
The TotalEnergies commitment becomes a proof point for Milei's free-market program after peso controls are eased. Additional foreign capital flows into hydrocarbons, mining, and infrastructure, improving confidence in Argentina's investment regime.
Secondary impacts
- Energy +0.9%
- Industrials +0.2%
- Finance +0.2%
- Non-Energy Materials +0.2%
Tickers
- TTE+1.8%
- CVX+0.5%
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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