EPISODE · May 18, 2026 · 15 MIN
May 18, 2026 - Oil Spikes, Copper Cracks: Is Stagflation Back?
from Market Pulse by Orestes Capital · host Orestes Capital Management
Oil is ripping. Copper is cracking. And markets may be sending a stagflation warning.In this episode of Market Pulse by Orestes Capital, we break down the cross-asset signals investors cannot ignore: rising energy prices, weakening copper, inflation pressure, growth concerns, and what this divergence may be saying about the next phase of the macro cycle.Is this just a commodity rotation — or the early warning sign of a more difficult market regime ahead?We cover what the oil/copper split means for inflation, global growth, rates, equities, and investor positioning.Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.
What this episode covers
Oil is ripping. Copper is cracking. And markets may be sending a stagflation warning.In this episode of Market Pulse by Orestes Capital, we break down the cross-asset signals investors cannot ignore: rising energy prices, weakening copper, inflation pressure, growth concerns, and what this divergence may be saying about the next phase of the macro cycle.Is this just a commodity rotation — or the early warning sign of a more difficult market regime ahead?We cover what the oil/copper split means for inflation, global growth, rates, equities, and investor positioning.Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.
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May 18, 2026 - Oil Spikes, Copper Cracks: Is Stagflation Back?
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