Diane Swank

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.

Diane Swank from KPMG and Matt Lozelli of Deutsche Bank dive into the Federal Reserve's recent interest rate cuts. Swank offers sharp economic analysis while Lozelli shares his financial market expertise. They discuss how these policy changes impact inflation and labor markets, revealing the Fed's struggles against rising unemployment and shelter inflation trends. The duo explores market reactions, highlighting shifts in currency strength and equity prices, while questioning the Fed's confidence in its predictive models amid economic uncertainties.

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.

Joe Tidy, BBC tech and robotics reporter, tours companies building domestic humanoid robots. Diane Swank, KPMG chief economist, breaks down February's surprising payroll decline and which sectors drove it. They discuss sector concentration, labor swings, robot demos, autonomy limits, privacy tradeoffs, and timelines for household robots.

Joe Tidy, BBC tech reporter who covers domestic robots, and Diane Swank, KPMG chief economist who analyzes U.S. labor data. They discuss the surprising February payroll drop and its sectoral drivers. They also explore how close home robots are to real chores, demos, human oversight, privacy tradeoffs, and realistic adoption timelines.