Maxioms by 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.
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.
The manufacturing surveys from September confirm that there has been no broad-based deterioration in activity due to the energy price read more
The manufacturing surveys from September confirm that there has been no broad-based deterioration in activity due to the energy price spike in the aftermath of Katrina. This is quite promising for the growth outlook.
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.
