Possible scenario
Congressional Funding Deal
20% Chance
Lawmakers use a continuing resolution, supplemental bill, or FY2027 appropriations package to clarify which funds must be spent. Republicans are more likely to preserve some border-management and shelter money than to restore DEI or race-equity grants in full.
Secondary impacts
- Business Services +0.2%
- Healthcare +0.1%
Portfolio impact
S&P 500+0.0%
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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