Possible scenario
Tariff Standoff Persists
−0.8%
The most likely path is that Trump treats the midterm loss as a political setback rather than a policy repudiation. Tariffs remain the centerpiece of the administration’s economic strategy while Democrats prepare hearings and repeal legislation after taking control of Congress.
What it moves
- Consumer Cyclicals−1.3%
- Technology−1.1%
- Riskier companies' borrowing costs
- Market volatility
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