Possible scenario
Federal Stalemate Persists
40% Chance
The most likely path is that the Senate failure freezes federal legislation through the next several months. Utilities, hyperscalers, and state regulators continue negotiating cost-allocation rules without a national cap on data-center-driven rate increases.
Secondary impacts
- Utilities +1.3%
- Technology +0.5%
- Energy +0.3%
Tickers
- D+1.8%
- CEG+1.3%
- AEP+1.2%
- +0.9%
Portfolio impact
S&P 500+0.3%
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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