Possible scenario
Contained Air Escalation
40%
−0.3%
Saudi Arabia sustains intensive airstrikes across Houthi-held provinces while the Houthis avoid an immediate high-impact retaliation. Fighting remains severe inside Yemen, but oil export flows and major Saudi civilian infrastructure continue operating.
What it moves
- Energy+0.5%
- Consumer Services−0.4%
- Market volatility
- Oil prices
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