Haseeb Ahmed

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.

I think there is significant confusion at the Fed itself.

I think there is significant confusion at the Fed itself.

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 are seeing some very strong global growth trends so that should prop up exports.

We are seeing some very strong global growth trends so that should prop up exports.

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.