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 today's episode, Dr. Walter and Mark Hall discuss the reliability and limitations of electrical vehicles. northpointdev.com kemmsiesgroup.com
The Feds' incredible interest rate error caused a recession in the consumer goods industry. Cost to ship a container from China dropped below the...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the misconception of a recession, GDP contraction in the first three quarters and possible...
