Possible scenario
Deals Advance Smoothly
42% Chance
The $12 billion package begins converting from memoranda into financed projects, especially around critical minerals, aviation, infrastructure and energy equipment. Tashkent uses the Rubio visit to deepen ties with Washington without formally breaking with Moscow or Beijing.
Initial impacts
- Market volatility Down
- Copper Up
Secondary impacts
- Non-Energy Materials +0.4%
- Industrials +0.3%
Tickers
- FLR+0.3%
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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