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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Mark Hall and Dr. Walter Kemmsies discuss labor force. Unemployment fell to 3.4 percent. 517,000 new hire was shocking. Do we have an immigration...
Walter and Mark continue the discussion of the economy and the discrepancy of goods. For more information on North Point and The Kemmsies Group,...
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss clogged ports, structural shifts and distribution network as well as solutions to supply chain...