by Paul Lengemann, BullsnBears Economist | Jul 9, 2018 | alerts, archive, Markets/Economy
The week is starting off with difficult issues rearing their ugly heads. Just when President Donald Trump is starting his European trip, the UK, Trump’s first stop, is entering into a political crisis over Brexit. There is a good possibility that the May government...
by Paul Lengemann, BullsnBears Economist | Jul 6, 2018 | alerts, archive, Markets/Economy, Tariffs
Friday July 6, 2018, was D-Day for the tariffs. Â They are now official. So far the US economy looks pretty good according to the June jobs report. Â Â Unemployment is at 4% (up slightly from the 3.8% level reached in May) and, importantly, the labor participation rate...
by Paul Lengemann, BullsnBears Economist | Jul 5, 2018 | alerts, archive, Markets/Economy
There are several themes playing out in the international game of brinksmanship. There is the sad game of the English political establishment trying to come up with a Brexit plan that will be least painful. Unfortunately, that effort is certain to end in failure....
by Paul Lengemann, BullsnBears Economist | Jul 2, 2018 | alerts, archive, Markets/Economy
The landslide victory of Andrés Manuel López Obrador as Mexico’s new president is a big deal. He is an ardent leftist and a firebrand orator. His victory signals a shift in Mexico’s politics and signals a shift in global politics. It is a shift to the Left after years...
by Paul Lengemann, BullsnBears Economist | Jun 30, 2018 | alerts, archive, Markets/Economy
Fears of rising protectionism seem to weigh heavily on the markets. Not surprisingly Equity funds suffered their second-largest outflows ever in the week ended June 28, as reported by Bank of America Merrill Lynch. This underscored the week’s downward slope of the...
