Diplomatic Containment Returns

Oman and the UN use the rising tempo of Houthi attacks to press both sides back toward the de-escalation track that had advanced in 2023. Riyadh has a strong incentive to prevent attacks on border towns from expanding into a broader oil or urban-security crisis.

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