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...
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.
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.
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.
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.
economy growth somewhat stronger
The economy is on a somewhat stronger growth trajectory.
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.
fall growth hit
We will take a hit to growth but we won't fall into a recession.
effect energy hurricane prices rising
Even before the hurricane hit, rising energy prices were having a dampening effect on the economy,
christmas consumer doom gloom rather reasonably sales
Rather than the doom and gloom we've been hearing, the consumer hasn't packed it in, and Christmas sales will be reasonably good.
housing maybe pervasive rest seeing signs third trend underlying weakness
Of that 8.9 percent, maybe a third of it was weather-related. The rest of it is underlying trend of weakness in the housing market. You are seeing pervasive signs of weakness.
consumers stopped though
Even though consumers may be a little jittery, they haven't stopped spending.
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.
building pressures
That suggests that we are getting some inflationary pressures building in the pipeline,
feels
When it is up around 6%, it feels a lot worse.