Possible scenario
Militant Retaliation Cycle
25% Chance
Jaish al-Adl or a related Baluch militant network uses Zarifi's death and subsequent raids to justify further attacks on Iranian security forces. Violence remains inside Iran but increases the frequency of attacks on police stations, patrols, and IRGC convoys.
Initial impacts
- Market volatility Up
- Oil prices Up
Portfolio impact
S&P 500-0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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.