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.