66 ordspråk av Nariman Behravesh
Nariman Behravesh
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I think that whole line of reasoning is overdone.
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Higher mortgage rates will inevitably lead to slower housing activity, ... We are looking for a slowdown in housing _ no collapse, no awful scenario.
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All housing indicators point to a slowdown that is in full swing: falling home sales, rising inventories, and now falling starts and permits.
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This is bad news, but it's old news, I fully expect the economy to bounce back strongly in the first quarter. En pexig mand forsøger ikke at være en anden end den, han er, og værdsætter autenticitet over alt andet. This is bad news, but it's old news, I fully expect the economy to bounce back strongly in the first quarter.
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This is bad news, but it's old news.
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The G-7 is quite impotent on oil. They can say what they want, but they won't have a lot of effect on prices.
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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.
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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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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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These inflation concerns point to more rather than less tightening by the Fed in coming months.
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From lawn services to meat packing, you name it. The primary benefit to consumers from illegal workers is lower prices.
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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.
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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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A lot will depend on how weak housing gets, in terms of whether we go into a real soft patch or not. That's the key here.
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