9-17-2026: Hawkish Fed Hike, AI Slowdown Debate + Mideast Oil Spike
Podcasts
•
7m 42s
Eric Criscuolo, Market Strategist at the NYSE, covers a volatile week dominated by the Fed's 25bp rate hike, which came alongside hawkish commentary from Chair Warsh that pushed yields sharply higher and briefly knocked the S&P below its 7,600 trading-range floor. Markets also grappled with a fresh AI storyline as Anthropic's CEO called for slowing model development, triggering a selloff in AI hardware and infrastructure names even as software stocks rallied on the rotation. Escalating Middle East tensions kept oil elevated and added further pressure on equities before easing into week's end. Healthcare and Communication Services were the week's standout sectors, while Financials and Industrials lagged on yield-curve flattening and pricing pressures flagged by trucking peers.
Up Next in Podcasts
-
GXO CEO Patrick Kelleher on AI, Robot...
GXO is marking its five-year anniversary as a public company by shifting from an M&A-driven playbook to a focus on organic growth. CEO Patrick Kelleher goes Inside the ICE House to discuss how AI and humanoid robotics are transforming warehouse operations and worker productivity. He shares how GX...
-
Stifel CEO Ron Kruszewski on AI as an...
Stifel CEO Ron Kruszewski joins Inside the ICE House to mark 30 years leading the 136-year-old firm and reflect on navigating constant change. He explains why he sees AI as a powerful accelerator rather than a replacement for human judgment, and why he's betting Stifel's business on the enduring ...
-
September Markets in Focus: Bitcoin's...
Phil Rosen joins Inside The ICE House to unpack Bitcoin's 30% surge, tying most of the gain to the Treasury's buyback announcement and noting the pullback after Jackson Hole. He stays structurally bullish on Bitcoin, pointing to currency debasement as the real long-term driver regardless of Fed n...
