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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Dr. Walter and Mark Hall discuss inflation and break down the current landscape and markers to look for. They discuss the difference in producers...
Mark Hall and Dr. Walter Kemmsies discuss 5G. What does it mean for businesses? How will it filter throughout the economy? For more information...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss what is DeepSeek and how it shifted the balance of the A.I. arms race...