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 and Dr. Walter Kemmsies did a recap for 2024. Excerpt: Mark:The economy's slowing down and everybody completely obsessed with...
Mark and Walter discuss online retail sales. The US currently has 12% online retail and is projected to double that by the year 2030....
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the state of the ports in the US. In August 2020, Top 10 port...
