Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens.
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What to expect in 2023? Mark Hall and Dr. Walter Kemmsies discuss Ukraine/Russia and China. Speculation if the Feds will cut rates in the...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the importance of Developing Business Relationships.Excerpt, Mark Hall: A lot of what we do...
In this episode, Mark Hall and Dr. Walter Kemmsies did a recap for 2024. Excerpt: Mark:The economy's slowing down and everybody completely obsessed with...
