Inside the ICE House
Midterm Markets in Focus: Phil Rosen on election season, AI, & the road to 2027
11m
Midterm election years bring plenty of political noise, yet history shows the fourth quarter and the year that follows have tended to deliver above-average stock returns. Phil Rosen goes Inside the ICE House to unpack these seasonal patterns, including the strength that has typically followed October lows. He also weighs whether AI has created a new market regime that could make decades of historical data less reliable. The conversation explores why October carries a reputation for crashes even though the month has averaged a gain. Rosen closes with his case for energy heading into 2027.
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