June Markets in Focus: Dissecting the Memory Trade + Rotation Out of Tech
Inside the ICE House
•
12m
Phil Rosen goes Inside The ICE House to explain how Micron’s blockbuster earnings are reinforcing the strength of the AI-driven memory trade and broader tech rally. He breaks down why investors remain bullish even as rising chip costs begin to pressure consumer-facing companies and create uneven outcomes across the market. Rosen also frames the recent tech sell-off as a healthy rotation into defensive sectors rather than a broader market breakdown. He discusses Fed Chair Kevin Warsh’s uncertain policy stance, with markets still searching for clarity on rates.
Up Next in Inside the ICE House
-
Big Brothers Big Sisters of America C...
Artis Stevens, President and CEO of Big Brothers Big Sisters of America, explains how mentoring can positively impact the mentor, mentee, communities and beyond. He joins to podcast to talk about the BBBSA programs and the recently launched Justice, Equity, Diversity and Inclusion Advisory Counci...
-
ICE's Mortgage Guru Andy Walden Sees ...
Whenever ICE’s Andy Walden appears on CNBC, he comes armed with insights gleaned from reams of ICE’s data on the ever-evolving landscape of the U.S. housing market. ICE’s monthly Mortgage Monitor serves as his primary gauge. As VP of Enterprise Research Strategy for ICE Mortgage Technology, Andy ...
-
FHLBank San Francisco CEO Teresa Baze...
Federal Home Loan Bank of San Francisco CEO and President Teresa Bazemore took time out of attending the ICE Mortgage Technology Experience 2023 Conference to talk about her bank’s mission to keep credit flowing, give financial institutions of all sizes access to global capital markets, and help ...
