Managed Gulf Rebalance

Washington shifts from an open-ended oil-for-security guarantee toward a narrower, paid-for defense architecture with Saudi Arabia, the UAE, Bahrain, and Qatar. The U.S. retains key naval and air assets but asks Gulf partners to fund more missile defense, maritime security, and base support.

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