Offensive Pauses Near Sanaa

The most likely outcome is that Yemeni government and Saudi-backed forces pause after initial gains, constrained by logistics, Houthi defenses, and terrain east of Sanaa. The pause does not end the campaign, but it shifts the near-term focus to resupply, artillery, drones, and negotiations over local tribal alignments.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.