Possible scenario
Orderly Democratic Takeover
38%
+0.2%
The most likely path is that the projected House majority holds through certification and Democrats take control of statewide executive offices without a prolonged institutional crisis. Party leaders prioritize governable, high-salience issues such as Medicaid, ERCOT reliability, abortion access, school funding and ethics rules rather than immediately pursuing maximalist rewrites.
What it moves
- Healthcare+0.4%
- Utilities+0.2%
- Technology+0.2%
- Market volatility
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