Possible scenario
Military Escalation
17%
−1.4%
Washington and Riyadh respond more forcefully to repeated attacks on Saudi energy infrastructure, increasing the military dimension of the crisis. Markets focus on whether the conflict remains confined to Yemen or draws in Iran-linked assets around the Gulf.
What it moves
- Energy+2.8%
- Consumer Services−2.1%
- Riskier companies' borrowing costs
- Market volatility
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