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.

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.

I think there is significant confusion at the Fed itself.

I think there is significant confusion at the Fed itself.

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

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