Richard Jerram
Richard Jerram
confident difficult economic lead less months outlook puzzle six
It is difficult to find any part of the economic puzzle that would lead you to be less confident about the full-year 2006 outlook than you were six months ago.
change claiming economic economy fact fiscal gone government market matter mere percent reason
The government still is claiming that the economy is okay. And if the economy's okay, then there's no reason to change it's fiscal stance. The mere fact that the market has gone down 10 percent doesn't really matter in economic terms.
economic export japan posting quite strong
It's quite encouraging that Japan is still posting strong export growth. This bodes well for the first-quarter economic outlook.
added assist avoiding economic might mistake reform
It might be that policy-led reform accelerates the process, but avoiding a mistake is all that is necessary. Any assist from economic reform would be an added bonus,
basis economic economy exports industrial months negative performance recent views
Overall, we feel that views on the economy have probably become excessively negative in recent months on the basis of the performance of two economic indicators: exports and industrial production.
early economic extended hand improvement prices property several stage
This is the early stage of a very extended economic expansion, and there are probably several more years of improvement to come. Property prices go hand in hand with that.
economic reform tough
He doesn't really have an economic reform policy. He's not really about to get tough in the economic sphere,
consistent economic point turning
In particular, inventories are at 15-year lows, which is not consistent with a turning point in the economic cycle.
basis economic employment faster growth improvement looking looks wages
I'm looking for faster growth on the basis that the improvement in employment and wages is going to continue, ... It looks as if just about everything that could go right is going right with the economic outlook.
america company fairly woke
We woke up and America was down pretty hard. Then we had a fairly big construction company go bust.
almost antithesis gives market negative serious
It would be very, very negative for the market if Koizumi gives Kamei a serious post, because Kamei has been almost the antithesis of Koizumi,
middle stage worse
The stage is set for things to at least not get worse from the middle of 2002,
consumer employment feeds improvement naturally signs stronger
The signs of an improvement in employment are very encouraging because that naturally feeds through to stronger incomes and consumer spending.
ability balance banks capital credit growth improve position rate role sheet
As the capital position of banks improves, so does their ability to take balance sheet risk, which should improve credit provision. The growth rate is slow, but is accelerating and should play a more constructive role in the economy.