Possible scenario
Oversight Fight Drags
40% Chance
The most likely path is a prolonged congressional oversight battle, with Democrats demanding documents and testimony while FHFA defends Bill Pulte's decision as an internal reorganization. Republicans largely hold the line, preventing immediate legislative remedies, but the controversy stays active because of the earlier inspector-general firings and Pulte's scrutiny of Trump rivals' mortgages.
Secondary impacts
- Finance -0.1%
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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