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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Walter and Mark discuss the cargo ship that was stuck in the Suez Canal in March 2021. It brought up the question of how...
Mark and Walter talk industrial real estate. Vacancy rates are hovering around 1% mainly driven by the boom in e-commerce. $1 of e-commerce sales...
Mark Hall and Dr. Walter Kemmsies discuss labor force. Unemployment fell to 3.4 percent. 517,000 new hire was shocking. Do we have an immigration...