Possible scenario
Republicans Barely Hold
18% Chance
Republicans survive despite the poor rating environment, likely because late undecided voters break right or Democratic turnout underperforms in marginal districts. This is less likely given the synchronized shifts toward Democrats, but still plausible with a narrow GOP starting majority and district-level incumbency advantages.
Initial impacts
- Market volatility Down
- 10-year Treasury yield Up
- Riskier companies' borrowing costs Down
Secondary impacts
- Energy +0.5%
- Finance +0.5%
- Healthcare +0.1%
- Industrials
Portfolio impact
S&P 500+0.3%
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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