For example, signature value of United States in terms of confidence of financial markets as a lasting safe-haven status could be a factor, though the issue is whether it will be valid interminably. The perception of continuing productivity gains in the US due to its proven flexibilities could be another. Lack of alternatives to deploy global savings, which are expanding may also be relevant.
No doubt, these are not quantifiable, but do not cease to be relevant for analysis and assessment. Finally, is it possible that there are several intermediate scenarios between orderly adjustments and disruptive or disorderly adjustments?