Possible scenario
Hyperactive Pacific Continues
20% Chance
The unusually strong El Nino pattern keeps sea-surface temperatures and atmospheric conditions favorable for more intense East and Central Pacific hurricanes. Investors focus on cumulative seasonal exposure for travel, utilities, insurers, and Pacific infrastructure rather than Polo alone.
Secondary impacts
- Consumer Services -0.3%
- Non-Energy Materials +0.2%
- Utilities -0.2%
- Finance -0.2%
- Industrials -0.1%
- Consumer Non-Cyclicals -0.1%
Tickers
- -0.4%
Portfolio impact
S&P 500-0.0%
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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