Compact Majority Erodes
−0.1%
Political backlash in one or more newly joined states creates a realistic path for repeal or delayed implementation before 2028. Because the compact only recently crossed 270 electoral votes, even a modest defection could put activation at risk.
What it moves
- Consumer Services−0.1%
- Technology+0.1%
- Market volatility
- Riskier companies' borrowing costs
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.