Bob Michael
J.P. Morgan Asset Management representative (asset management executive) commenting on market implications, emerging markets, and Fed forecasts.
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Jan 28, 2026 • 30min
Instant Reaction: The Fed Decides
Torsten Slok, Apollo chief economist, on labor supply, productivity and deglobalization risks. Diane Swank, KPMG economist, on labor market frictions, underemployment and distributional effects. Bob Michael, J.P. Morgan rates strategist, on bond markets, AI-driven capex and portfolio timing. Richard Clarida, former Fed vice chair, on policy signaling, interest-rate outlook and yield-curve dynamics.
Mar 18, 2026 • 30min
Instant Reaction: The Fed Decides
Bob Michael, J.P. Morgan asset management executive, discusses emerging markets and FX moves. Diane Swank, KPMG chief economist, analyzes inflation, labor markets, and stagflation risks. Richard Clarida, former Fed vice chair, explains Fed decision-making, oil and geopolitical pressures, and succession uncertainty. They debate market reactions, policy interpretation, and global spillovers in short, sharp segments.
