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Podcast: Inside the ICE House
Episode: March Markets in Focus: Geopolitical Risk, Oil Price Signals, Energy's Structural Boom
Description: 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.