Nariman Behravesh
Nariman Behravesh
Nariman Behravesh is Chief Economist at the consulting firm IHS Inc. and author of Spin-Free Economics: A No-Nonsense, Nonpartisan Guide to Today's Global Economic Debates. Directing the entire economic forecasting process at IHS, he is responsible for developing the economic outlook and risk analysis for the United States, Europe, Japan, China and other emerging markets. He oversees the work of over 400 professionals, located in North America, Europe, Asia, Latin America, the Middle East and Africa who cover economic, financial...
bad bounce economy expect fully strongly
This is bad news, but it's old news, I fully expect the economy to bounce back strongly in the first quarter.
bad
This is bad news, but it's old news.
asian economies high oil pleasant record remarkable resilience surprise
The most pleasant surprise and remarkable development in 2005 has been the resilience of the US and Asian economies to record high oil prices.
demand economy goods hurricane impact remains strength underlying
Once you take out the impact of Hurricane Katrina, demand for manufactured goods remains pretty robust. The underlying strength in the economy is still pretty good.
auto effect forward fourth incentive numbers programs pulling quarter reflect ripple sales third
Auto numbers reflect the ripple effect of incentive programs pulling forward sales from the fourth quarter into the third quarter.
beginning energy evidence high prices rest spill starting
There is beginning to be evidence that high energy prices are starting to spill over into the rest of the economy.
companies gold india sober taking
When India was the new trend, companies had a gold-rush mentality. Now companies are taking a more mature, sober attitude.
bought buying cars earlier later people thinking year
With these discounts out there, people who were thinking of buying cars later in the year bought them earlier instead.
combined economy effects energy higher katrina plus problem ripple
The problem is the combined effects of the disruptions from Katrina and Rita, plus the ripple effects in the economy from higher energy prices,
building pressures
That suggests that we are getting some inflationary pressures building in the pipeline,
academic beginning comfort fret great inflation investors market targeting work
His academic work on inflation targeting will be of great comfort to many market analysts and investors who are beginning to fret about inflation,
change consumer economic economy economy-and-economics felt few growth headed job likely mostly next oil period related strong weakness
Because the economy is strong and job growth is strong, the consumer has not felt much pain, but that is likely to change in the next few months, ... I think we are headed for a period of economic weakness mostly related to the oil situation.
fuel hard high hit housing landing marketing prices soft worry
The big uncertainty is how much of a hit the housing marketing will take. Is it going to be a hard landing or a soft landing? I worry about that much more than I worry about high fuel prices right now.
evidence growth solid
This is just more evidence that we have got pretty solid growth and very little inflation.