Possible scenario
Policy Tailwinds Persist
20% Chance
The Inflation Reduction Act tax-credit framework and the transferable credit market continue to support private capital formation. Blackstone's fund benefits from durable demand for tax equity alternatives, corporate power procurement and power infrastructure linked to data-center growth.
Secondary impacts
- Utilities +0.6%
- Industrials +0.3%
- Finance +0.3%
- Technology +0.1%
Tickers
- BX+1.9%
- NEE+0.7%
- +0.6%
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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