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 Kemmsies and Mark Hall discuss the Fed's Interest Rate Hike and its ripple effects. Do we need a recession...
Frick and Frack discuss infrastructure spending and the impact on economic growth in Episode 16. For more information on North Point and The Kemmsies...
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Megatrends like Cryptocurrencies, Electric Vehicles and the hype it caused in the stock market....