Latest / Market Pulse by Orestes Capital
September 1, 2026 - Oil Surges, Yields Spike — and the Consumer Starts to Crack
Oil is climbing, Treasury yields are pushing higher, and the latest retail data is sending a much more troubling signal: the U.S. consumer may finally be losing momentum.
In this episode of Market Pulse, we break down the collision between rising energy costs, renewed pressure in the bond market, and a sharp deterioration in retail. The combination matters because it threatens both sides of the economic equation — inflation remains stubborn while growth begins to weaken.
We examine what the latest moves in oil and yields are telling investors, why collapsing retail performance could be more…
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