Bob Michael

Bob Michael, market strategist at JPMorgan, shares insights on Fed decisions and their impact on corporate America. Diane Swank, chief economist at KPMG, discusses the implications of AI on productivity and labor markets. Matt Lozetti from Deutsche Bank examines Fed communications and the connection to market expectations. The trio tackles controversial topics like the Fed's independence, inflation risks, and the balance between economic growth and affordability as they dissect the nuances of the Fed's latest policy moves.