Possible scenario
Clear Democratic Flip
58% Chance
The most likely outcome is that Democrats take the House with a workable but not sweeping majority, consistent with Cook Political Report and DDHQ moving the race sharply toward a flip. Trump’s 32% approval rating and voter blame for the economy create a durable anti-incumbent environment in suburban and Biden-won districts currently held by Republicans.
Initial impacts
- 10-year Treasury yield Down
- Riskier companies' borrowing costs Up
- Market volatility Down
Secondary impacts
- Healthcare -0.7%
- Energy -0.7%
- Finance -0.5%
- Utilities
Portfolio impact
S&P 500-0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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