Market Watcher: Markets: The two-speed economy

David Shapiro of Otto1890 discusses the two-speed economy, with tech stocks

benefiting from infrastructure investment while rising inflation puts pressure on

households. He examines US markets and interest-rate expectations. He also looks at

commodity weakness amid market volatility and elevated Brent crude prices linked

to ongoing geopolitical tensions. SAfm Market Update - Podcasts and live stream

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.