Lower Compromise Budget

Democratic leaders use their new House and Senate majorities to reject the $1.5T request, but they avoid a full defense-funding rupture. The most likely outcome is a negotiated bill near the Pentagon’s earlier $1.1T fallback plan, with procurement trimmed and pay, readiness, and Ukraine-Pacific priorities protected.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.