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.

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.

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.

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.

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.