Haseeb Ahmed

Leading indicators have been strong the last few months, and that's telling us we're going to see very strong acceleration read more

Leading indicators have been strong the last few months, and that's telling us we're going to see very strong acceleration in first-quarter growth.

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.

We should see continued consumer weakness in October and November, while industry overall does quite well. The soft trajectory going read more

We should see continued consumer weakness in October and November, while industry overall does quite well. The soft trajectory going into the fourth quarter has adverse implications.

I think there is significant confusion at the Fed itself.

I think there is significant confusion at the Fed itself.