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...
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The Fed can take comfort in the fact that core inflation remains tame, despite some modest inflationary pressures - gradually rising wage inflation, tighter capacity constraints and higher oil prices.
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While there is no room for complacency, the Fed can take comfort in the fact that core inflation remains tame, despite some modest inflationary pressures. Global Insight predicts that the Fed is near the end of its tightening cycle.
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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.
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While inflation remains tame, inflationary pressures keep building. Thus, the Fed can't let its guard down.
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The fundamentals for strong capital spending remain in place - record corporate profits and an economy that will post solid growth.
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With these discounts out there, people who were thinking of buying cars later in the year bought them earlier instead.
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There is no question that we are going out in this year with a lot of momentum.
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There is no question that the deficit this year will be worse than last year. A number of the improvements in May were temporary.
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There is beginning to be evidence that high energy prices are starting to spill over into the rest of the economy.
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When India was the new trend, companies had a gold-rush mentality. Now companies are taking a more mature, sober attitude.
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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.
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Record-high energy prices did not spill over into the rest of the economy.
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I think that whole line of reasoning is overdone.
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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.