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.

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.

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.