EPISODE · Mar 10, 2026 · 12 MIN
March Markets in Focus: Geopolitical Risk, Oil Price Signals, Energy's Structural Boom
from Inside the ICE House · host Intercontinental Exchange
Phil Rosen goes Inside the ICE House to unpack energy’s surge as AI growth and Middle East tensions fuel a double‑catalyst rally. He outlines why investors view the sector as both a momentum play and a hedge in a volatile market. Rosen also notes standout performances as a surprising sign of resilience. With the Fed approaching its next meeting, he says rising oil may reshape the path for rate cuts.
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March Markets in Focus: Geopolitical Risk, Oil Price Signals, Energy's Structural Boom
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