Possible scenario
Oversight Confrontation
25%
−0.9%
Democrats use control of committees to investigate tariffs, inflation, redistricting, federal spending, and executive-branch actions. The policy impact is constrained by Trump’s veto power, but the political confrontation raises uncertainty around budgets, nominations, and agency enforcement.
What it moves
- Business Services−0.8%
- Finance−0.8%
- Market volatility
- Riskier companies' borrowing costs
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