Possible scenario
Selective Bipartisan Deals
25%
+0.2%
Despite public threats, both parties find limited areas where Trump, Thune, and Senate Democrats can claim wins. The deals are narrow and practical rather than a broad Democratic agenda, focusing on defense, permitting, border enforcement, and must-pass authorizations.
What it moves
- Industrials+0.4%
- Energy+0.3%
- Riskier companies' borrowing costs
- Market volatility
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