Compromise Advances Bill

Speaker Mike Johnson uses the Pentagon bill threat to extract a procedural concession from the White House without fully reversing the 60-day Russia sanctions waiver. This is the most likely path because House GOP leaders have strong incentives to avoid derailing a major defense package while showing distance from Trump’s Russia policy.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.