Diplomatic Offramp Opens

Oman, the UN, or another intermediary uses the attack cycle to reopen indirect talks, possibly linking de-escalation to humanitarian or financial concessions. This is less likely after the recent Houthi demand for $51 billion, but both sides may still prefer a pause if retaliation risks damage to strategic assets.

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