Possible scenario
Constrained Coalition Bargain
−0.1%
National returns to power but coalition management proves more complex than the headline implies. ACT presses for deeper spending cuts and regulatory rollback, while New Zealand First demands limits on immigration, foreign ownership, and selected social-policy changes.
What it moves
- Non-Energy Materials−0.4%
- Finance−0.4%
- Consumer Cyclicals−0.2%
- Market volatility
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.