Latest / Market Pulse by Orestes Capital
September 11, 2026 - Rates and Oil Surge — So Why Won’t AI Tech Break?
Treasury yields are climbing. Oil is surging. Financial conditions are tightening. Under normal circumstances, that combination should be a clear headwind for long-duration growth stocks.
Yet AI and mega-cap technology continue to defy the pressure.
In this episode of Market Pulse, Marcus and Elena unpack the growing disconnect between a tougher macro backdrop and the extraordinary resilience of the market’s technology leadership. They examine what rising rates and energy prices are signaling, why AI-linked equities continue to attract capital, and whether investors are witnessing genuine…
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