Possible scenario
GOP Expands Mandate
15%
+0.6%
Republicans outperform expectations, expanding their Senate majority and adding or preserving House seats despite typical midterm headwinds. This strengthens Trump’s leverage on tax cuts, policing funds, energy permitting, and deregulation.
What it moves
- Finance+1.0%
- Industrials+0.8%
- 10-year Treasury yield
- Riskier companies' borrowing costs
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