Possible scenario
War Funding Showdown
34%
−0.3%
The most likely path is a rapid institutional confrontation over the Iran war once Democrats take both chambers. Trump accepts the result publicly, but the White House resists binding limits on military operations, creating a budget-and-war-powers standoff.
What it moves
- Industrials−1.0%
- Energy−0.4%
- Riskier companies' borrowing costs
- 10-year Treasury yield
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.