Possible scenario
Deal Gets Reworked
25% Chance
The basic Trump-Mamdani cooperation survives, but the housing plan is reshaped by affordability targets, labor requirements and cost negotiations. This outcome is likely because a 12,000-home project in New York requires buy-in from unions, community boards, state agencies and federal rail interests.
Secondary impacts
- Non-Energy Materials +0.1%
- Industrials +0.1%
Portfolio impact
S&P 500+0.0%
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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