Infrastructure Strike Succeeds
−0.6%
A Houthi drone or missile could evade defenses and hit an airport, power node, refinery, or pipeline. Given the recent claims of refinery and airport attacks, energy infrastructure is the market-sensitive tail within the near-term scenario set.
What it moves
- Energy+1.5%
- Consumer Services−1.3%
- Market volatility
- Riskier companies' borrowing costs
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.