Haseeb Ahmed
Haseeb Ahmed
activity aftermath confirm due energy growth price promising quite september spike
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.
capacity clearly fed forefront keeps near
Capacity constraints are clearly in the forefront and are what keeps the Fed going in the near term.
calmed core financial good inflation news
Core inflation was the good news in the report. That calmed the financial markets.
few last leading strong telling
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.
chain early easter ensure following last late sales store strength weakness
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.
adverse consumer continued fourth industry october overall quarter quite soft trajectory weakness
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.