Latest / Market Pulse by Orestes Capital
September 4, 2026 - Jobs Shock Hammers Software as Hard Assets Take the Lead
A sharp jobs shock rattled markets, challenged the soft-landing narrative, and triggered a decisive split beneath the surface of equities.
In this episode of Market Pulse, we break down why software and other long-duration growth stocks came under pressure while investors gravitated toward companies tied to infrastructure, energy, industrial capacity, and physical assets. We examine what the market’s reaction reveals about economic growth, interest rates, Federal Reserve policy, and the widening valuation gap between digital growth stories and businesses supported by tangible assets and…
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