Possible scenario
Military Retaliation
25%
−1.0%
Saudi Arabia responds with airstrikes on Houthi missile and drone infrastructure, possibly with U.S. intelligence, air-defense, or naval support. The market focus shifts from repair timelines to escalation risk involving Iran-linked networks in Yemen, Iraq, and the Gulf.
What it moves
- Energy+3.0%
- Consumer Services−2.2%
- Riskier companies' borrowing costs
- Market volatility
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