Policy Reset Rally

its chance, of the story’s futures

+1.3%on the S&P 500, if it happens

Investors treat the Democratic sweep as a credible check on Trump’s tariff and Iran-war agenda. The rally extends as markets price lower inflation risk, fewer trade shocks, and a less open-ended Middle East conflict.

What it moves

Consumer Cyclicals+1.8%
Technology+1.2%
Riskier companies' borrowing costs▼ down
Market volatility▼ down

Sectors in percent; other series by direction only.

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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