Possible scenario
Funding Deal Holds
20% Chance
Congress avoids a renewed SNAP funding crisis by pairing full-year nutrition funding with continued work-rule enforcement. This outcome reduces near-term operational risk for states and retailers, while keeping the policy fight alive for the next farm-bill or appropriations cycle.
Secondary impacts
- Consumer Non-Cyclicals +0.3%
- Consumer Cyclicals +0.2%
Tickers
- WMT+0.4%
- KR+0.3%
- DG+0.3%
- ACI+0.3%
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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