Possible scenario
Seat Shapes House Math
26%
+0.2%
Gutierrez’s win matters beyond Houston if the national House count remains close. Because Mealer had narrowly led in late polling, the conceded seat becomes part of a broader Democratic overperformance narrative after the Texas governor’s race also flips.
What it moves
- Utilities+0.3%
- Healthcare−0.2%
- Market volatility
- 10-year Treasury yield
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