Haseeb Ahmed

Core inflation was the good news in the report. That calmed the financial markets.

Core inflation was the good news in the report. That calmed the financial markets.

I wouldn't view this as the start of a weaker trend.

I wouldn't view this as the start of a weaker trend.

It's clear that we've seen some pass-through of raw materials costs to producer prices, but retail inflation is still restrained.

It's clear that we've seen some pass-through of raw materials costs to producer prices, but retail inflation is still restrained.

A late Easter this year, following an early one last year, contributed to weakness in chain store sales in March, read more

A late Easter this year, following an early one last year, contributed to weakness in chain store sales in March, and should ensure strength in April.

Capacity constraints are clearly in the forefront and are what keeps the Fed going in the near term.

Capacity constraints are clearly in the forefront and are what keeps the Fed going in the near term.