Possible scenario
War Powers Retrenchment
40%
+0.2%
Democrats use unified control of Congress to challenge Trump’s Iran policy through War Powers Act votes, funding restrictions, and oversight hearings. Markets interpret the sweep as reducing the probability of an open-ended Gulf conflict and a renewed oil-driven inflation spike.
What it moves
- Energy−1.2%
- Consumer Cyclicals+0.8%
- Market volatility
- 10-year Treasury yield
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.