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...
change changes
His willingness to change is important in a world that changes rapidly.
capital corporate economy post profits record remain solid spending strong
The fundamentals for strong capital spending remain in place - record corporate profits and an economy that will post solid growth.
clearly economy fourth good growing growth labor last market payroll rebound seeing similar soft spot
The labor market is growing at a pretty good pace. We're clearly seeing a rebound in the economy from the soft spot we experienced in the fourth quarter, and I think we'll see payroll growth similar to last year.
effect energy hurricane prices rising
Even before the hurricane hit, rising energy prices were having a dampening effect on the economy,
falling full home housing point rising starts
All housing indicators point to a slowdown that is in full swing: falling home sales, rising inventories, and now falling starts and permits.
evidence growth solid
This is just more evidence that we have got pretty solid growth and very little inflation.
line reasoning
I think that whole line of reasoning is overdone.
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His academic work on inflation targeting will be of great comfort to many market analysts and investors who are beginning to fret about inflation,
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A lot will depend on how weak housing gets, in terms of whether we go into a real soft patch or not. That's the key here.
above billion deficit relief stay surprised
There's not a lot of relief in sight. I would not be surprised to see the monthly deficit go above $60 billion by fall, and stay there.
fed guard inflation pressures remains
While inflation remains tame, inflationary pressures keep building. Thus, the Fed can't let its guard down.
deficit last number question worse year
There is no question that the deficit this year will be worse than last year. A number of the improvements in May were temporary.
question year
There is no question that we are going out in this year with a lot of momentum.
absorb seem serial
We seem to be able to absorb serial shocks.