Episode Details

The soft-landing narrative just ran into another problem.

A surprisingly strong PMI print is forcing markets to rethink the path for interest rates, pushing back against hopes that the Federal Reserve could soon step aside. For investors, the issue isn’t simply stronger growth — it’s what that strength means for inflation, Treasury yields, valuations, and an equity market still priced for a relatively forgiving policy backdrop.

In this episode of Market Pulse, we break down why resilient economic data can become bad news for markets, how the rates story is shifting again, and what the latest move means for stocks, bonds, and the Fed outlook.

Market Pulse by Orestes Capital — a concise briefing on the forces moving global markets.

Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.