With the establishment of the euro in the 1990s, speculation was abundant on how things would play out. In the last fews months we've seen that cheap credit for the Club Med countries came at a price, and now it's time to look at who will come out on top after the current economic crisis. There...
Before we get into this week's Outside the Box, let me give you a few pieces of data that came across my desk this morning, which will help set the stage for the OTB offering. Fitch (the ratings agency), in a downgrade of yet another 543 mortgage-backed securities of 2005-07 vintage, gives us the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
06-15-2009
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Filed under: Housing, Japan, GDP, Recession, Household Wealth, Global Economy, Germany, Europe, Employment, Will Hutton, Paul Krugman, Fitch
This week we look at the European bank markets through the eyes of my London partner Niels Jensen, head of Absolute Return Partners. I continue to believe that this is a brewing crisis which could have far more significant implications for the global economy than the Asian Crisis of 1998. In this week's...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-02-2009
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Filed under: Credit Crisis, GDP, Global Economy, Niels Jensen, Absolute Return Partners, Germany, Europe, European Banks, European Union, Austria, Public Debt
Have you done your Christmas shopping yet? Research shows that more of us are putting it off in expectations of better prices. In other words deflationary expectations! The prices I have seen while out shopping the past few weeks are simply amazing. I have to admit to have made a few purchases for some...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
12-22-2008
Filed under:
Filed under: Housing, Deflation, Japan, Consumer Spending, Consumer Price Index, Global Economy, Gold, Depression, Merrill Lynch, Germany, Barack Obama, David Rosenberg, Commercial Real Estate, Employment