Deadlock Then Jeffries

its chance, of the story’s futures

−0.4%on the S&P 500, if it happens

The September 2026 defections prove more durable than expected, forcing several speaker ballots before Democrats unify. Jeffries ultimately wins because no rival can assemble a broader coalition and Republicans remain behind Mike Johnson.

What it moves

Industrials−0.3%
Business Services−0.2%
Market volatility▲ up
Riskier companies' borrowing costs▲ up

Sectors in percent; other series by direction only.

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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