Haseeb Ahmed

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

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

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.

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.

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.