Possible scenario
Limited House revisions
30% Chance
The House does not simply rubber-stamp the Senate bill, but Westerman's endorsement limits the scope of revisions. This path produces a slower, more technical negotiation rather than a collapse, with sector impacts dependent on which provisions are softened.
Secondary impacts
- Industrials +0.3%
- Energy +0.3%
- Utilities +0.2%
- Non-Energy Materials +0.2%
Tickers
- PWR+0.5%
- FCX+0.3%
- +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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