Haseeb Ahmed

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.

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

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

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.

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.