Durable Texas Realignment
+0.2%
Democrats convert the 2026 sweep into a durable statewide coalition built on Hispanic turnout, suburban gains, and weak Republican unity after the Paxton-Cornyn fight. Texas becomes a genuinely competitive two-party state rather than a one-cycle protest vote.
What it moves
- Healthcare+0.5%
- Utilities+0.4%
- Market volatility
- Riskier companies' borrowing costs
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