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 chat with special guest Bill Glass, Legal Affairs Committee for the National Home Builders Association and Board Member. Mr....
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss winners and losers of the COVID pandemic, Trend Line and Quadratic Equation, Strong Dollar,...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the misconception of a recession, GDP contraction in the first three quarters and possible...
