66 ordspråk av Nariman Behravesh
Nariman Behravesh
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Rather than the doom and gloom we've been hearing, the consumer hasn't packed it in, and Christmas sales will be reasonably good.
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A strong economy and post-hurricane reconstruction boosted growth in November and could keep housing strong through early 2006.
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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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This is just more evidence that we have got pretty solid growth and very little inflation.
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The Fed seems to have engineered a soft landing.
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The economy is on a somewhat stronger growth trajectory.
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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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The losers were on the low end. Retailers like Wal-Mart had a pretty lackluster holiday shopping season because their customers were hit the hardest by the energy situation.
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The most pleasant surprise and remarkable development in 2005 has been the resilience of the US and Asian economies to record high oil prices.
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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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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.
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Perhaps the single best piece of economic news in 2005 was that record-high energy prices did not spill over into the rest of the economy. While the Fed can be relaxed about inflationary risks in the U.S. economy, its role is to preempt.
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We are in a much more competitive environment than we were 20 years ago.
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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.
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Record-high energy prices did not spill over into the rest of the economy.
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