Inflation is stealing the show today with consumers increasingly anxious about tariffs and higher costs. KPMG’s Diane Swonk is now forecasting zero Fed rate cuts this year and joins us to make her case. Plus, we’ll speak with the Frontier CEO as the stock soars on the back of earnings and on the heels of making another offer to buy Spirit. And the U.S. unit of Belgian cement producer, Titan America, is going public on the NYSE. The CEO joins us in a First on CNBC interview.