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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An article in the WSJ recently talked about inflation being at 4% right now, is that a tipping point for the stock market? Mark...
The threat or the worry over recession has been the theme or a sub-theme for the last year. At the same time the stock...
In episode 17, Mark and Walter talk manufacturing mega trends and the desire to reduce the carbon footprint while adding to the bottom line....