Possible scenario
GOP Rebuilds Coalition
+0.2%
Republicans respond to the Cook review by treating the 2026 midterm as a warning rather than a collapse. The party begins a messaging and candidate-quality reset, but the path depends on whether Trump remains the unquestioned center of gravity.
What it moves
- Energy+0.5%
- Finance+0.5%
- Market volatility
- 10-year Treasury yield
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