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Trade Uncertainty & the Fed's Balancing Act
Manage episode 480977031 series 3645668
A debate between interest rate policy and quantitative easing puts Kevin Green and Kevin Hincks on opposing sides of a macro conversation: Amid tariff uncertainty, what should the Federal Reserve do next? With trade tensions still simmering, KG believes the market is pricing in incremental progress on deals, but notes that Jerome Powell is in a tough spot, caught between a strong labor market and sticky inflation. Kevin Hincks points to the role of energy & declining crude oil prices as a central piece to any fade in inflation.
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4461 episodes
Manage episode 480977031 series 3645668
A debate between interest rate policy and quantitative easing puts Kevin Green and Kevin Hincks on opposing sides of a macro conversation: Amid tariff uncertainty, what should the Federal Reserve do next? With trade tensions still simmering, KG believes the market is pricing in incremental progress on deals, but notes that Jerome Powell is in a tough spot, caught between a strong labor market and sticky inflation. Kevin Hincks points to the role of energy & declining crude oil prices as a central piece to any fade in inflation.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
4461 episodes
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