Encirclement Succeeds
−0.7%
Ansarallah completes the Lahj push and blocks the remaining escape routes for Saudi-backed units near Bab al-Mandeb. This is the base case because the prior capture of the Red Sea coast and the cut to the Taiz-Al-Misrakh highway have already narrowed coalition logistics.
What it moves
- Energy+1.2%
- Consumer Cyclicals−0.5%
- Market volatility
- Riskier companies' borrowing costs
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