http://www.investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Euro&orTags=0Search results matching tag 'Euro'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)http://www.investorsinsight.com/media/p/2940.aspxFri, 20 Feb 2009 15:12:53 GMT94e1e1ff-3922-415d-9584-19119299714b:2940JohnMauldin<p>It is not just the US that is in recession. The world is slowing down, and rapidly. This week we quickly survey the rest of the world, and then come back to the US. We follow up with the implications for corporate earnings worldwide, and specifically address my speculations about earnings forecasts for 2009. Let&#39;s start with some charts from my friend Simon Hunt, out of London. The following chart shows World Merchandise Export Values and World Industrial Production falling off a cliff. This is the worst such period since the end of World War II. And as the data we will examine next indicates, it is likely to get worse....<br /><br /></p>http://www.investorsinsight.com/media/p/1851.aspxThu, 19 Jun 2008 04:03:56 GMT94e1e1ff-3922-415d-9584-19119299714b:1851JohnMauldin<p>Today, we have to look at the unemployment numbers, and the connection between the credit crisis and the rise in oil of about $16 dollars a barrel in just two days! If there is still room, the dollar is certainly being pushed and pulled by central bankers, who are also worried about inflation. And I doubt we will have room to cover what is a very important rise in inflation in Asia. It is all connected....</p> <p>Read by Steve Marvel, 310-226-2897</p>http://www.investorsinsight.com/media/p/1824.aspxTue, 10 Jun 2008 16:44:58 GMT94e1e1ff-3922-415d-9584-19119299714b:1824JohnMauldin<p>Last week I wrote that we could see a drop in the price of oil as speculators seemed to be storing oil in very large tankers and &quot;slow steaming&quot; them to port in a bet that prices would rise. When everyone is on the same side of the trade, the time is right for a reversal. This is especially true when there is a large potential supply sitting on the sidelines.</p> <p>This week we briefly look at this prediction, and perhaps even more ominous problems for commodities in general, at least in the short run. The new turn our attention to the euro. It will make for an interesting letter.</p> <p>Read by Steve Marvel, 310-226-2897</p>