Possible scenario
Targeted Bipartisan Deals
20%
+0.1%
Despite partisan control, both sides look for narrow wins that can pass Congress and receive a presidential signature. The most plausible areas are permitting reform, drug pricing, border-related appropriations and household tax relief.
What it moves
- Industrials+0.5%
- Non-Energy Materials+0.5%
- 10-year Treasury yield
- Market volatility
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