Marcin Frąckiewicz

January 17, 2026, 9:52 AM EST. NYSE will become the U.S. options venue for MSCI benchmark indexes, with contracts to be listed on NYSE Arca and NYSE American, pending regulatory approval. The move deepens ICE's partnership with MSCI and extends its footprint in index-linked derivatives, complementing ICE's large share of MSCI futures volumes and risk-management tools. Analysts will assess whether U.S.-listed MSCI options materially shift ICE's longer-term growth narrative or mainly reinforce near-term drivers in mortgage-technology integration and fee competition across core trading franchises. ICE's plan to invest up to US$2 billion in Polymarket signals a broader push into digital and prediction-market infrastructure, which could support electronification and data-driven catalysts, but adds regulatory and technology risk. Valuation views remain split, with some seeing upside from index derivatives and others cautious on cyclical energy and commodities exposure.