ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 44 (8:08 in length), Dr. Kuehl talks about the company Evergrande and the situation with that firm in China and how significant it is from a global perspective.

• Who is Evergrande? What does this company do? Why is it in the news?
• How bad is the current situation?
• Are these suits usually successful?
• Others at risk because of Evergrande’s current situation?
• How bad is the U.S. debt? How does it compare to China’s and Japan’s?
• Coal and the Chinese: An update
• Short-term and long-term repercussions?

ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 43 (7:22 in length), Dr. Kuehl talks about all things anti-dumping suits and how China factors into the industrial PVF equation going forward.

• Tariff talk
• Inside how anti-dumping suits work
• Are these suits usually successful?
• Where does China factor into the import/export game when it comes to the industrial PVF industry going forward?
• Latest news coming out of China.
• China’s adjustment with its manufacturing facilities
• Latest on steel. Walking a tightrope.

ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 42 (9:04 in length), Dr. Kuehl talks about all things industrial, and then the discussion turns to the possibility of a recession (big or small? You have to listen for the answer).

• Automotive talk and the current situation with silicone chips.
• Are cars flying off car dealer lots?
• Aerospace talk.
• Capital investments. Are companies investing in themselves? Where is the majority of Cap X going to?
• Current situation with oil rig count and what that means?
• Latest on steel and copper.
• Purchasing Managers Index is around 60. Is that a good thing?
• Are we headed toward another recession?

ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 41 (8:32 in length), Dr. Kuehl talks about the current landscape in commercial construction.

• Disparity between residential and commercial construction growth right now. How bad is it?
• Castle Group: What is the big deal about company office access cards pertinent to this situation?
• Are people going back to working in the office? Nope.
• Can we quantify how damaging the lockdowns were business-wise?
• No shoes, no shirt, no service. The significance of this right now
• If you are building a warehouse, how long is it taking to get a steel truss?
• When will commercial construction improve? The news ain’t great.

ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 40 (7:46 in length), Dr. Kuehl talks about the current import/export shipping troubles and also provides an oil and gas sector update.

• Why hauling empty containers is a problem.
• How COVID-19 has greatly altered shipments into ports.
• Where does the price of steel fit into this discussion?
• When will the shipping situation return to normal times?
• The No. 1 driver right now when it comes to oil prices (hint, it’s in this very sentence)?
• Mexico and its link to current oil and gas prices.
• What’s the short-term oil and gas outlook heading into 2022?

ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 39 (10:02 in length), Dr. Kuehl talks about the current purchasing atmosphere and buying extra products/materials out of fear. When will things return to normal? Plus:

• Why the supply chain continues to be a mess.
• Where does inflation figure into this problem?
• Three ways to bring this ‘hoarding’ under control, including the big role producers will play.
• Why the industry forecast for the remainder of the year is changing.
• How lower are predictions for the remainder of 2021?
• What sectors could be hit the worst with the resent COVID-19 resurgence?

ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 38 (6:05 in length), Dr. Kuehl talks about the current raw material shortage and when supply will catch up with demand.

• When will the raw material shortage end?
• Why does this shortage seem so much worse than in previous years?
• Why hasn’t demand decreased despite rising costs and longer lead times?
• Has COVID changed consumer expectations?
• How will the recent COVID resurgence impact the situation?
• When will supply catch up with demand?

ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 37 (8:04 in length), Dr. Kuehl talks about the current residential housing situation and what that might look like a few months down the road.

• Where does residential housing fall into the lively rankings when it comes to U.S. economy components?
• What typically drives the residential housing market? (Hint: One-word answer). What drives the high-end residential housing market?
• Why is the housing market so important to the economy?
• Will we see a housing bubble burst on a national scale anytime soon?
• What parts of the country are hot spots?
• Latest lumber and raw materials updates
• Why millennials are the big wild card in this equation?
• Dr. Kuehl’s residential housing predictions going forward. What two things should you be watching for?

ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 36 (5:37 in length), Dr. Kuehl talks about the current infrastructure situation in the United States and where things stand on this subject in Washington.

• Why has this topic become a political hot potato?
• How bad is the current U.S. infrastructure? American Society of Civil Engineers can tell you.
• Are entities such as airports and ports in play here?
• Why transportation companies are telling trucks to avoid certain areas?
• Where does dial-up internet play into this?
• Why infrastructure problems are like falling dominos.
• Dr. Kuehl’s prediction on this moving forward.

ASA Chief Economist Dr. Chris Kuehl is back with his weekly “Keeping it Real with Dr. Kuehl” economic update podcast. In Episode 35 (8:01 in length), Dr. Kuehl talks about just how bad the U.S. national debt is and shares some insights on the recent stimulus packages.

• What percentage of the U.S. GDP is national debt?
• What are zombie companies and why are they part of the problem?
• 80 percent of the U.S. federal budget is consumed by five items.
• How did recent stimulus packages factor into the national debt situation?
• Was the 2021 stimulus package a good thing or not so good?
• What can be done to correct this problem?
• What happens if another recession occurs?