Possible scenario
Democrats Catch Up
22% Chance
Democratic committees and aligned groups rapidly scale AI ad production after seeing the Republican spending imbalance. The result is a more balanced arms race in synthetic political creative, with spending flowing to platforms, consultancies, and compliance vendors on both sides.
Secondary impacts
- Consumer Services +0.3%
- Technology +0.3%
- Business Services +0.1%
Tickers
- META+0.4%
- TTD+0.2%
- ADBE+0.1%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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.