Possible scenario
Site Funding Friction
28% Chance
Las Vegas remains the favored market, but arena siting, infrastructure costs, and public-finance sensitivities slow the rollout. This resembles a local development dispute more than a macro event, so market effects remain concentrated in hospitality and venue-linked names.
Secondary impacts
- Consumer Services -0.2%
Tickers
- MGM-1.1%
- CZR-0.9%
- VICI-0.5%
- SPHR-0.3%
- MSGS-0.2%
- -0.2%
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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