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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It's not just Evergrande who just blew up, but the number two and number three, they've also all crashed and burned. Then when you...
Mark Hall and Dr. Walter Kemmsies discuss the difference between World Trade and Globalization. northpointdev.com kemmsiesgroup.com
2024 is still going to be very volatile. The Houthi attack in the Red Sea isn't going to be solved in the next few...
