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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What to expect in 2023? Mark Hall and Dr. Walter Kemmsies discuss Ukraine/Russia and China. Speculation if the Feds will cut rates in the...
Dr. Walter Kemmsies and Mark Hall talk again about the ongoing shipping crisis. With a mad rush to get goods in to meet the...
In the first episode of Season 2, Mark and Walter discuss details of the Infrastructure Bill. Walter also unpacks how we define infrastructure based...