So, here's the way you can probably expect the markets will play out on the final budget. As long as the budget is completed and passed before the end of the year, you can probably expect little angst from the market on the matter, unless they think you're not interested in doing it (at some point).
If it's not done and passed going into the next year, market anxiety will continue to grow stronger and stronger until it is done and you can expect some negative impact.
As for the budgetary constraints, I know there is mood and interest in repealing them. I cannot tell you, nor will I, what aftereffects this will have on the market, whether good or bad.
Be assured though, that I have a few scenarios in mind and will randomly pick from one of them, as I do for most events where there is not a clear answer as to what will happen. (it's the way I do GMing)
