Brew Markets Oil Dips as Market Watches Middle East & Energy and Defense with ETFs
Mar 23, 2026
Seana Smith, Senior Investment Strategist at Global X and former Yahoo Finance anchor, offers ETF-focused market perspective. She discusses energy ETF buckets and when midstream beats producers. She explores international vs U.S. equity opportunities, dollar effects, China exposure, and defense tech access through ETFs.
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Markets React Fast To Diplomatic Twists In Oil Supply
- Political de-escalation statements can move oil sharply; a White House pause on strikes pushed Brent down from $112 to under $104.
- Goldman Sachs simultaneously raised near-term oil forecasts to ~$110, highlighting market sensitivity to both diplomacy and supply risk.
Seana's Move From Journalism To ETF Strategy
- Seana Smith left Yahoo Finance for GlobalX about seven or eight months ago to join an ETF issuer and pursue product strategy.
- She describes the transition as organic, initially scary, and now she feels like she has her feet under her.
Diversify Between US Multinationals And Direct International Stakes
- Diversify between US and international equities rather than making a binary choice; both have valid arguments now.
- Use a mix of US multinational exposure and direct EM/International allocations to balance growth, valuation, and currency effects.