• 

  42%

  0.0%

  Pragmatic Democratic Agenda

  David Crowley and Democratic legislative leaders use unified control to pass broadly popular items that were blocked under divided government. The agenda emphasizes child care, public schools, Medicaid access, reproductive rights and local-government funding while avoiding large business-tax increases.

  Consumer Services +0.1% · Healthcare +0.1%

• 

  24%

  0.0%

  Labor And Tax Push

  With full control for the first time since 2010, Democratic lawmakers attempt a sharper break from the Scott Walker era. The agenda includes repeal of right-to-work, prevailing-wage restoration, higher corporate taxes or a new top income-tax bracket, creating more visible employer opposition.

  Industrials −0.2% · Business Services −0.1% · Non-Energy Materials −0.1%

• 

  21%

  0.0%

  Institutional Overhaul

  Democrats focus on locking in governance changes after years of battles over maps, voting rules and administrative authority. The state Supreme Court’s liberal majority remains central, but legislative control lets Democrats enact statutory changes without relying only on litigation.

• 

  13%

  0.0%

  Backlash And Gridlock

  Unified Democratic control proves harder to manage than expected as Republicans, conservative legal groups and some business interests mobilize against the new majority. Internal Democratic divisions or narrow chamber margins slow the agenda and shift attention to recalls, litigation and the 2028 cycle.

  Industrials +0.1%

Each figure is the modeled move of the S&P 500 if it happens. For information only. Not investment advice.