Possible scenario
Sanctions Contain Network
42% Chance
The most likely outcome is that the sanctions disrupt a limited procurement and finance channel without triggering a sharp Iranian response. Tehran has repeatedly rebuilt drone and missile supply chains after U.S. designations, but compliance pressure in intermediary jurisdictions can slow payments and shipping for several months.
Secondary impacts
- Industrials +0.3%
- Energy +0.2%
Tickers
- LMT+0.4%
- RTX+0.3%
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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