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...
capacity capital combined economic good growth industrial news rising robust solid spending translate
Record-high profits, combined with solid economic growth and rising capacity utilization will translate into robust capital spending - all good news for the industrial sectors of the economy.
both coming currently fed financial further growing growth inflation longer markets months risk stronger
Both growth and inflation in the coming months could be stronger than financial markets are currently expecting. There is a growing risk that the Fed will have to tighten further and longer than many analysts anticipate.
consumer good growth news relying
The good news for the U.S. is that growth has diversified. We aren't just relying on the consumer and housing.
fall growth hit
We will take a hit to growth but we won't fall into a recession.
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.
evidence growth solid
This is just more evidence that we have got pretty solid growth and very little inflation.
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.
early economy growth housing november strong
A strong economy and post-hurricane reconstruction boosted growth in November and could keep housing strong through early 2006.
economy growth somewhat stronger
The economy is on a somewhat stronger growth trajectory.
currency deficits next start three
I think the way out of these deficits is that the U.S. currency will start to come down over the next two to three years.
energy prices rest spill
Record-high energy prices did not spill over into the rest of the economy.
confident core fed higher inflation oil record though year
It is encouraging that core inflation in 2005 was no higher than the year before even though we had record oil prices. From that perspective, the Fed can feel confident that inflation won't get out of control.
feels
When it is up around 6%, it feels a lot worse.
fed guard inflation pressures remains
While inflation remains tame, inflationary pressures keep building. Thus, the Fed can't let its guard down.