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 seems like we're (hopefully) getting out of the pandemic ... so what will be our new normal? Walter and Mark discuss what new...
You and I talked about this a few years ago. One of the videos about the slowing population growth rate. And I was lucky...
In this episode Dr. Walter and Mark Hall discuss E-Commerce trends. Are E-Commerce sales increasing or decreasing? For more information on North Point and...