Possible scenario
Vote Slips Again
25% Chance
Leadership keeps the bill alive but delays floor action when Democrats and Republicans cannot agree on final language before the post-election work period begins. This outcome preserves the negotiating track but reduces near-term certainty for energy and infrastructure developers.
Secondary impacts
- Utilities -0.5%
- Energy -0.4%
- Non-Energy Materials -0.4%
- Industrials -0.1%
Tickers
- D-0.7%
- NEE-0.4%
- -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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