Possible scenario
Wider Gulf Escalation
−1.8%
Cable threats become part of a broader Iran-West confrontation involving naval interdiction, cyber activity, or attacks on shipping. This is less likely because all sides understand the economic cost of a wider Gulf escalation, but prior missile strikes on ships make it plausible.
What it moves
- Telecommunications−3.5%
- Energy+3.4%
- Riskier companies' borrowing costs
- Market volatility
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