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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In this episode, Mark Hall and Dr. Walter Kemmsies discuss Inflation Reduction Act (IRA) and the failure of a four year college degree and...
China’s debt to GDP ration is 297%. Some of the increase in debt is because of the belt and road initiative. They lent money...
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the possibility of recession in 2023. northpointdev.com kemmsiesgroup.com
