Latest / Market Pulse by Orestes Capital
May 15, 2026 - Yields Break 2007 Highs as Tech Tumbles: Is the Melt-Up Cracking?
Yields are back at levels the market hasn’t seen since the pre-GFC era — and tech is starting to feel the pressure.
In this episode of Market Pulse by Orestes Capital, we break down the market’s biggest signal of the day: the 30-year Treasury yield pushing to its highest level since 2007, just as high-flying tech stocks begin to wobble. Is this simply another pause in the AI-driven melt-up, or is the bond market finally forcing equities to reprice reality?
We cover what the move in long-end yields means for equity multiples, why real rates matter more than the headline yield, how tech and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.