Another collection gleaned from a week wading through Twitter, a load of media articles and research, with a lead off on the budget.
Australia’s 2017 Budget
The forecast incomings
The Balances & Assumptions
The voyage to a Budget Surplus…….
Mining Investment and Exports
Net debt forecasts and their evolution
AUSTRALIA BANKS & MACRO and NEW ZEALAND
Australian banks and their stupendous growth
CPI & House Prices (look familiar?)
The stresses they faced during the GFC
The estimated impact of the budget levy on the big 5
10 Year CPI (Creamed for Education, Health & Houses)
FIRB & Real Estate 2015-16
Australian Household Consumption Evolution
DFA Household Confidence
Interest only lending and Australian mortgages
DFA Australian mortgage stressed localities
Kiwi Population Ponzi
Aussie Bonds
Australian Foreign Investment change 2011-2016 (why Belgium, Luxembourg, Bermuda?)
Household Savings – past and projected (mortgages and non trade-able gouging?)
Return to budget surplus forecasts (and actuals)
Wage Price Index forecasts
CHINA
China Debt/GDP…..
China Shadow Banks Growth
Chinese 10Yr Yields
China CPI
China Credit Growth
Chinese Exports & Imports
China FAI
China Liquidity Support
China Short Term Rates 1
China Short Term Rates 2
China loans & deposits
China Offshore purchases
ASIA
Aging Impact on GDP – with and without migration
Japan Employment & Wages
Asian Bonds & QE
North Korea coal to China
AMERICAS
United States CPI
United States recession probability
United States retail sales
United States Health Insurance
US Changes in Infrastructure Spending by State 2000-2014
Prime working age Americans
US Auto sales and Loans
Changes in US CPI factors over time
EUROPE
House Prices on a tear – Netherlands
Primary Surplus Europe
Selected Euro Manufacturing
Industrial Production & New Manufacturing Orders PMI – France
Labour underutilisation – Eurozone
Re-Nationalising sentiment – United Kingdom
UK Income tax – top 1% and adults paying
Hiring & Firing in Greece
Implications of Soft and Hard Brexit
Sovereign debt – Spanish and Italian banks
UK FDI and financial services
UK income distribution (and the idea of raising taxes on those earning more than 80K is Marxism?)
Youth unemployment – Euro nations
COMMODITIES
Financialised Thermal Coal
Cocoa takes a kicking
Silver
Deepwater crude cost
Global Vegetable Oil
Global Wheat Production
Wheat stockpiles
Hazelnut Production
Liquid Fuels demand growth
New LNG projects by size and start date
Energy discoveries since 2015
Future production Oil & Gas US & Asia
OPEC Compliance
OPEC Production 1Q 2017
CAPITAL MARKETS
Bond market sentiment
Bond funds and Equities Funds since the GFC
Global Equity Volatility
The rise of the non-banks
Speculation in various asset classes
GLOBAL MACRO
Global Income Distribution
Growth Projection IMF
Effective Manufacturing Tariffs – Major Economies
China & US Manufacturing PMI
Chinese credit growth in relation to other recent credit crash phenomena…
China outbound investment 2005-2016
Corporate Leverage
Foreign Value Added to Exports 2011 (…and are we going backwards?)
Global Business Confidence
Evolving Forecasts – Global Growth
Household debt – Various Nations
Household Incomes US and EU 1991-2010
Middle Income Houses – US and selected EU
Household Income Growth since 1980 – selected developed nations
Per Capita Income at Working Age Population Peak – selected nations
Travel and Tourism reliance
Global GDP per square kilometre
…and Furthermore…
The cost of a ‘Cheap night out’ – various global cities….
Credit to GDP (14 developed world nations) since 1870
Doubling of GDP Per Capita – selected nations
Pharmaceutical spend 2014 – selected developed nations
Global Inequality
Poverty Reduction – selected developed nations
Global Income Distribution over time
GDP over time by region
Government School Spending % of GDP 2013
Greenhouse Emissions 1990-2015
Global Holiday Destinations by Visitors
Economies Larger than California
Low paying college majors in the US
Urban concentration
Social Housing – various nations
The Starbucks index
Mars exploration history
