EPISODE · Jun 1, 2026 · 16 MIN
Flying Blind: Why Market Momentum May Be Running Out of Radar - May 31, 2026
from Macro & Flows by Orestes Capital · host Orestes Capital Management
Markets are still climbing, but the signal beneath the rally is getting harder to read.In this episode of Macros & Flows, we break down why market momentum may be “flying blind” — with investors leaning into risk even as macro visibility, policy expectations, liquidity conditions, and positioning risks become more uncertain. The rally may look resilient on the surface, but beneath it, the market’s radar is starting to fade.We discuss what’s driving the current momentum, where the blind spots are forming, and why the next phase of the market may depend less on price action — and more on whether fundamentals can catch up.Disclosure: This podcast is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
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Flying Blind: Why Market Momentum May Be Running Out of Radar - May 31, 2026
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