
Market Watcher: Markets: The two-speed economy
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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.
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.

