Coordinated US Attack
+0.4%
A more serious but less likely path is a coordinated campaign against US supermarket refrigeration systems, resembling the European pattern. This would cause visible product spoilage and store disruptions, but still remain an industry shock rather than a full macro crisis.
What it moves
- Consumer Non-Cyclicals−2.3%
- Technology+1.7%
- Industrials−1.1%
- Business Services+0.9%
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