All picked up from Twitter or reading within the last week…
GLOBAL MARKETS & MACRO
Total Assets of Major Global Central Banks

2017 Best & Worst commodities

2017 Best & Worst Currencies

USD – GBP, EUR JPY

2017 Asset Returns

Global Bonds and Central Bank balances

Commodities v Equities

Global Bonds Outstanding

UST Yields over time – varying durations






US 10Yr – 2 Yr Spread (longer term)

Fixed Income 2017

Central Banks and Gold

S&P by Year

S&P Bulls & Bears

Global Copper production

UNITED STATES
Nations scaled to size as recipients of US economic aid

US indebtedness by State

US life expectancy and OECD 1960-2015

US Asset prices to GDP

North America Marijuana Use

Net Negative/Positive wealth by Age – United States

US New Home Sales and Recessions

US House prices to income – Major cities

US rents to income – Major cities

Case-Shiller…back to the peak

Shares of pre-tax income – United States

US Farm Production

US Trade Balance – Major Partners

US Equity concentration

US Dollar Index

US Household Balance

US Margins

US Money Supply (M2)

AUSTRALIA
MSCI Metals/World to AUD/USD

Australia – APRA Loans by category

Australian House Price Expectations

Full Time and Part Time Australia

Welfare as Household Income – Australia

Australian wages and gender June 2017

Australian Fossil Fuel companies not paying tax 2015-16
(information in diagram sourced from here http://www.abc.net.au/news/2017-12-07/corporate-tax-data-released-by-ato/9236878)

Australia Coffee & Cooking Chocolate imports

CHINA/ASIA
China Credit and Property

Japan Health Care Outlays to GDP

How China sees the South China Sea

EUROPE
UK Land & Building values

Russia Reserves

Happiness with their nation – Europe

…AND FURTHERMORE…
Life compared to 50 years ago

Pensioner Poverty

Starbucks Latte – Global Index

Guinness – Global Index

The Ghost of John D. Rockefeller

The Great Regression

Major Global Employers – 2017


Bitcoin and past bubbles

Offshore wealth as % of GDP (note 2007)

Effects of QE

Digital Revenue Oligopoly

Commodity impacts of electric vehicles
