A base case scenario can be market-constructive while the aggregate of all non-base-case scenarios produces a more likely market-negative outcome — clustering non-base scenarios revealed this in a Uruguay election analysis.

factualpending

Speaker

Andrew Bishop

Evidence Quote

we had a recent scenario or recent situation with an election I think it was in Uruguay where the base case was perhaps market constructive but if you aggregated all the non-base case scenarios you actually had a more likely outcome of a market negative bottom line

Source

How a Geopolitical Analyst Predicts the Outcome of War | Odd LotsBloomberg Podcasts
Created: 6/18/2026, 2:17:57 PM

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