New Years Chartfest, 2 January 2018

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All picked up from Twitter or reading within the last week…

GLOBAL MARKETS & MACRO

Total Assets of Major Global Central Banks

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2017 Best & Worst commodities

2017 Best & Worst Currencies

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USD – GBP, EUR JPY

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2017 Asset Returns

Global Bonds and Central Bank balances

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Commodities v Equities

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Global Bonds Outstanding

UST Yields over time – varying durations 

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US 10Yr – 2 Yr Spread (longer term)

Fixed Income 2017

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Central Banks and Gold

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S&P by Year

S&P Bulls & Bears

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Global Copper production

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UNITED STATES

Nations scaled to size as recipients of US economic aid

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US indebtedness by State

US life expectancy and OECD 1960-2015

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US Asset prices to GDP

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North America Marijuana Use

Net Negative/Positive wealth by Age – United States

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US New Home Sales and Recessions

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US House prices to income – Major cities

US rents to income – Major cities

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Case-Shiller…back to the peak

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Shares of pre-tax income – United States

US Farm Production

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US Trade Balance – Major Partners

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US Equity concentration

US Dollar Index

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US Household Balance

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US Margins

US Money Supply (M2)

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AUSTRALIA

MSCI Metals/World to AUD/USD

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Australia – APRA Loans by category

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Australian House Price Expectations

Full Time and Part Time Australia

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Welfare as Household Income – Australia

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Australian wages and gender June 2017

Australian Fossil Fuel companies not paying tax 2015-16

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(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

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CHINA/ASIA

China Credit and Property

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Japan Health Care Outlays to GDP 

How China sees the South China Sea

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EUROPE

UK Land & Building values

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Russia Reserves 

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Happiness with their nation – Europe

…AND FURTHERMORE…

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Life compared to 50 years ago

Pensioner Poverty

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Starbucks Latte – Global Index

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Guinness – Global Index

The Ghost of John D. Rockefeller 

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The Great Regression

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Major Global Employers – 2017

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Bitcoin and past bubbles

Offshore wealth as % of GDP (note 2007)

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Effects of QE 

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Digital Revenue Oligopoly

Commodity impacts of electric vehicles

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