Possible scenario
Diplomatic De-Escalation
10%
+0.8%
The evacuation order increases diplomatic urgency, leading Oman, the UN, and possibly Iran to push for a narrow pause in cross-border attacks. This outcome lowers the immediate Gulf risk premium but does not fully resolve the Yemen-Saudi conflict.
What it moves
- Energy−1.2%
- Consumer Services+1.0%
- Riskier companies' borrowing costs
- Market volatility
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