Latest / Market Pulse by Orestes Capital
July 24, 2026 - Oil Shock, Tech Exodus: The Rotation Wall Street Wasn’t Ready For
Oil is no longer just an inflation story—it is becoming the catalyst for a major market rotation.
In this episode of Market Pulse, we break down how the energy shock is reshaping rate expectations, pressuring crowded technology trades, and pushing capital toward sectors better positioned for higher inflation and tighter financial conditions.
Is this simply a sharp repositioning—or the beginning of a broader market regime change?
We examine the signals behind the rotation, what the market may be pricing next, and why investors can no longer afford to ignore the connection between oil, yields…
The skinny
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