Inside the ICE House

Eric Criscuolo, Market Strategist for the NYSE, breaks down a week dominated by anticipation for Fed Chair Powell’s Jackson Hole speech. He highlights muted market action early in the week, followed by a sharp rotation out of mega-cap tech, AI, and crypto-related equities into lagging sectors. He notes that FOMC minutes showed broad support for holding rates steady, though market odds of a September cut remain elevated after controversial jobs data. Retail earnings, including Walmart, underscored ongoing consumer pressures but failed to shift the broader narrative. Looking ahead, Powell’s speech, July PCE inflation data, and Nvidia’s earnings will be the key catalysts driving markets into September.

The offshore oil and gas industry fuels progress by unlocking hidden energy reserves deep beneath the ocean’s surface. With advanced technology, it thrives in some of the world’s harshest environments to power industries, transportation, and daily life. W&T Offshore has been a leader in this space for more than four decades. Tracy Krohn, who founded the company in 1983 and still leads it to this day, goes Inside the ICE House to discuss W&T Offshore’s journey, its focus on efficiency, sustainability, and safety, and the future of offshore energy.

Michael Reinking, Senior Market Strategist for the NYSE, details the latest trends and developments in global markets. He discusses markets rebounding ahead of key inflation data and a 90-day U.S.-China tariff extension, with Nvidia and AMD agreeing to unprecedented export fees. He details how a mixed CPI report lifted equities before hotter PPI data—driven by services inflation—halted the rally. He notes that mega-cap tech strength is masking broader market weakness, while a September Fed rate cut still appears likely. He points to Powell’s upcoming Jackson Hole speech, retail earnings, and geopolitical events as the next key catalysts.

The M&A landscape has rebounded in 2025, driven by stable interest rates, improved market conditions, and rising CEO confidence. Strategic buyers are fueling the surge, targeting deals that boost growth, expand capabilities, and enhance competitive positioning. Houlihan Lokey has emerged as the global leader in M&A volume. Just over a year into his role, CEO Scott Adelson is proving that steady leadership and deep institutional expertise drive results. He goes Inside the ICE House to detail how, under his guidance, the firm is expanding globally, strengthening industry verticals, and sharpening its focus on long-term value creation.

In a new collaboration between the Inside the ICE House Podcast and Opening Bell Daily, Phil Rosen joins to break down the hottest market headlines and the forces moving Wall Street. He unpacks the growing buzz around potential Fed rate cuts, exploring how shifts in monetary policy could ripple across sectors and reshape investor sentiment. Phil also spotlights the surge in AI spending among the tech giants powering the Magnificent 7, explaining why these investments could define the next chapter of market growth.

Michael Reinking, Senior Market Strategist for the NYSE, details the latest trends and developments in global markets. He highlights the response to a weaker-than-expected jobs report, markets showing some fatigue and pressure building on the Federal Reserve more than a month before September’s FOMC meeting.

Structural heart innovation is rewriting the future of cardiovascular care—delivering faster recoveries, better outcomes, and a new standard of precision through less invasive procedures. Breakthroughs in imaging, smarter device design, and real-time data are empowering doctors to tackle even the most complex heart conditions with unmatched accuracy. Leading this heart-health revolution is Edwards Lifesciences, a global pioneer changing the way the world treats cardiovascular disease. CEO Bernard Zovighian goes Inside the ICE House to discuss how, under his leadership, the company is breaking boundaries and saving lives – pne innovation at a time.

Elanco is transforming pet health with powerful medicines that protect, prevent, and heal. Their innovations help pets live longer, healthier, and happier lives. As a global leader in animal health, Elanco delivers high-quality care at every stage—from puppyhood to senior years. At the helm is CEO Jeff Simmons, a 30-year Elanco veteran who’s driving bold innovation and industry leadership. He goes Inside the ICE House to discuss how the company isn’t just protecting pets, but allowing them to thrive.