July 30, 2026 - The Tech Squeeze Is Hiding a Stagflation Warning

Market Pulse by Orestes Capital · Jul 30, 2026 · 18m

A powerful squeeze in technology stocks is pulling the major indexes higher—but beneath the surface, the economic picture is becoming increasingly difficult to ignore.

In this episode of Market Pulse, we break down what is driving the latest tech rally, why positioning and short covering may be masking broader market weakness, and how slowing growth alongside persistent inflation is reviving the threat of stagflation.

We also examine the signals coming from interest rates, commodities, market breadth, and investor positioning—and what they could mean for portfolios as the gap between headline…