Possible scenario
Contained Missile Exchanges
45%
−0.5%
The most likely path is continued Houthi missile launches toward Riyadh and other Saudi targets, with Saudi air defenses intercepting most projectiles. This keeps the conflict elevated but below a threshold that materially disrupts oil production or triggers direct U.S. combat operations.
What it moves
- Consumer Services−0.6%
- Energy+0.6%
- 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.