Possible scenario
States Fill Vacuum
20% Chance
With Congress unable to act, state utility commissions and regional grid operators become the main policy channel. The outcome differs by market, with some states protecting residential ratepayers while others prioritize AI investment and tax revenue.
Secondary impacts
- Utilities +0.2%
- Industrials +0.2%
- Telecommunications -0.2%
Tickers
- DLR-1.0%
- VST+0.9%
- EQIX-0.8%
- +0.7%
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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