Just an experiment/for something different – A load of charts and diagrams collected over the last week or two from either twitter, business articles or research just grouped together under general themes
AUSTRALIAN REAL ESTATE
Australian Capital City rents…..(what is happening in Hobart?)
Individuals claiming rental net profit and loss by age 2014/2015
Total Values Net Rental Profit/Loss
Percent claiming net rent profit/loss
Housing Credit Growth
LVR > 90%
Home loan rates and RBA rates 2014 to now
Projected Revenues Stamp duty/Land tax
AUSTRALIAN MACRO
Australian credit by sector
12 month credit growth
Quarterly CPI
Australian employment growth by state in year to March 2017
Shop employment
Employment participation by Education
Retirement Income fears
State and local government revenue sources
The Yield spread and the AUD
The road to Basel III for Australian banks
NORTH AMERICA
The probability of 3 more hikes from the US Federal Reserve this year
US Fiscal policy contribution to GDP
US essential/non-essential inflation
US blue collar hours worked and wages growth
US wages growth
US domestic non financial sector borrowing
US effective funds rate minus CPI
US debt and credit
Canada and US home prices
US Passive investment growth
Fannie Mae Freddie Mac – back in the black
Credit cards defaults in the US
US Earning more than their parents by year of birth
Health spending concentration in the US economy
EUROPE
Real effective exchange rates – EU
EU Current accounts
Long Term refinancing in Eurosystem – selected nations
Putin’s successes and failures according to Russians
UK Debt and Credit
UK House prices
CHINA
China GDP and Monetary policy
China and the global credit pulse
CAPITAL MARKETS
Central Bank Balances and Equities
Global Exchange Traded Product growth by region since 2003
COMMODITIES
Oil breakevens
Iron Ore
Iron ore coming on line
Base metals
GLOBAL MACRO
Private debt/GDP – developed nations
Top 1% economic take over time
Manufacturing employment – US, Japan & EU
Home ownership prospects for future generations
Global imbalances
World’s largest companies
Protection measures – major trading nations
OECD Health spending (public and private)…..(the US is not a model we wish to emulate 1)….
Private Health Insurance dependence – High Income OECD…..(the US is not a model we wish to emulate 2)….
Global population growth
…AND FURTHERMORE…
The use of Ad blocking software
Journalist freedoms
Malaria deaths
Oil tanker spills
Progress on poverty
