Weekend Chartfest 16 – 17 June, 2018

Australia

Australia – change in 20% deposit for median priced dwelling, major cities 2008-2018

 

 

Australian mortgage rates

 

 

Australia – Credit impulse and house prices (1)

 

 

Australian lending growth and house prices (2)

 

 

Housing Finance, Annual Growth – Owner occupiers

 

 

Housing Finance, Annual Growth – specufestors

 

 

Housing Finance, First Home Buyers – Percent of lending

 

 

Crazy Commutes – Melbourne

 

 

Crazy Commutes – Sydney

 

 

Sydney House Price sales over time

 

 

Australia – Auction Clearances and house prices

 

 

Australia – employment growth

 

 

Australian Unemployment

 

 

Australian unemployment – various measures

 

 

Australia – Real Average Compensation per Employee

 

 

Australia – Wages growth

 

 

Australia – labour constraints and wages

 

 

Australian Real GDP – Contributing sectors

 

 

Australia – Consumption

 

 

Australia – Household Outlays

 

 

Australian Retail Spending by state

 

 

Australian Retail Sales growth and retailer size

 

 

Australian Goods and Services and underlying Government cash balance

 

 

Overseas borrowing in Foreign Currency by Australian Financial Institutions

 

 

China M1 and Australian Exports to China

 

Australian exports to China and Australian Inflation

 

 

Australia – Exploration Expenditure and metres drilled

 

 

Direct West Australian mining employment  

 

 

Australian gas generation by State

 

 

Queensland Gas Royalties

 

 

Australia – Renewable Energy

 

 

Australian electricity pricing in relation to European pricing 

 

 

Australian emissions intensity for new vehicles in relation to Europe

 

 

 

 

United States & Americas

 

GDP Per Capita, PPP – Dominican Republic & Haiti (they share the same island)

 

 

US Economic Expansions – Historical durations

 

US Budget Deficit – funding sources

 

 

United States – aggregate sales balance with the rest of the world

 

 

US Corporate Borrowing

 

 

US Household Balance

 

 

United States – Assets of Generations X & Y  

 

 

United States – Government Investment

 

 

United States – debt to income & savings

 

 

United States – Spending selected categories, 1972 and now

 

 

US Crude Oil Net Imports & US Production

 

United States – Gas production, selected States

 

 

 

 

United States Immigration sources over time

 

 

Innovation Adoption by US Households

 

 

United States – Iconic Jobs & salaries by State

 

 

United States – Retail jobs

 

 

United States – Suicide rate changes 1999-2016

 

 

 

 

China & Asia

Japan – Bank of Japan and Japan Government Bonds

 

China CPI & PPI

 

 

China CPI & PPI & Real Estate

 

 

 

 

China debt by sector

 

 

 

China Consumer Confidence and Retail Sales

 

 

China Industrial Output, Retail Sales & Urban Fixed Asset investment

 

 

China Credit

 

 

China & Eurozone – Nominal GDP

 

 

China Bonds – Interbank Yields

 

 

China SOE Employees

 

 

 

Europe

ECB Bond Purchases & National Issuance 

 

ECB Asset Purchases

 

 

Eurozone Industrial production  – Selected nations

 

 

Germany & Italy – Target Claims/Liabilities

 

 

 

Eurozone Unemployment

 

 

 

Italy and Eurozone – Total and Public debt

 

 

Eurozone – Mobile working age

 

 

Germany Unemployment

 

 

Greece CPI

 

 

Eurozone – Labour related Taxes

 

 

United Kingdom – Manufacturing

 

 

United Kingdom – AWE

 

 

 

Commodities

Gold Reserves – Major emerging nations

 

 

Lumber

 

 

Crude Prices 

 

 

Crude – Selected US Onshore production fields

 

 

Petroleum consumption

 

 

Vanilla

 

 

Global Corn – Days supply

 

 

 

Steel production – Major Nation(s)

 

 

 

Capital Markets

Public & Private Capital – Selected Developed Economies

 

 

 

Global Central Banks – Capital Market Impacts

 

Asset price Bubbles – Selected Historical

 

 

Corporate v Sovereign Risk

 

 

United States – Covenant Lite 

 

 

Deutsche Bank and Lehman Bros

 

 

Flattening Yield Curves

 

 

 

Global Sector Indebtedness

 

 

Implied Fed hikes 

 

 

 

Balance Sheets – Major Central banks

 

 

 

Emerging Market debt & currency

 

 

 

The USD and the rest

 

 

 

US Equities and the rest

 

 

US leveraged loans v High Yield Bonds

 

 

 

Technology in major global equity indices

 

 

Government Bonds – Who Buys?

 

 

Global Macro

ECB & Fed money market implied moves

 

 

Corporates and Sovereigns as debt drivers

 

Chinese FDI in the United States

 

 

Chinese Investment in the United States as percent of total outbound investment 

 

Core CPI – United States and Eurozone

 

 

 

The decline of public capital – selected nations

 

 

Selected Emerging markets – external deficits and oil

 

 

 

Emerging Markets – debt by sector

 

 

Emerging & Developed Markets

 

 

 

Citi economic data change by region

 

 

 

Intergenerational earnings and mobility – selected developed economies

 

 

Gold/Oktoberfest beer

 

 

 

Household debt – the Anglosphere

 

 

Markup Power – developed and emerging economies (maybe all that talk about competition was………)

 

 

 

Manufacturing Value Added – major manufacturers

 

 

Emerging Markets – Non Resident Portfolio Flows

 

 

 

Old Age Support Ration – Selected Nations 1980-2015 and 2015 – 2050

 

 

 

Pension related Expenditures – selected nations 2013-2060

 

 

 

National drivers of global growth – 2017 – 2019

 

 

Robot Installations – selected nations

 

 

Trump Tariffs – potential responses

 

 

Top 1% and Bottom 50% – Western Europe

 

 

 

Top 1% and Bottom 50% – United States

 

 

…and furthermore…

 

 

Air Pollution – the worst

 

 

 

Bandwidth usage – selected games and activities

 

 

 

Minutes per day – TV and internet

 

 

 

Plastic Bags being Banned

 

 

Plastic Waste – estimated blame apportionment

 

 

Global Population Growth

 

 

Dementia Risk Factors

 

Comments

  1. Thanks Gunna. This weekly chartfest has become my favorite posts on MB

    Look at the divergence between DR and Haiti.

    • Super Phoenix

      US suicide rates – the poor choice of baseline (1999 was in the middle of the dot.com boom) will make it look like suicide rates are skyrocketing everywhere. Still, it is interesting that Nevada is going backward….. Oh, I know!!! Casinos were suffering from the lack of punters back in 1999 because every punter was gambling in the dot.com bubble!!

      Wait, since when Spain became a rich country? Also what is wrong with Spain and Greece? The UE in these two countries are somehow much higher than that in Portugal, Iceland or Ireland. Divergent of the PIGS?

      The bubble trouble chart is interesting – except it is not clear what is plotted in the ordinate.

      The world population is still rising. The living standard of the global population is still rising. The energy consumption per capita is still rising. There is no way the world can cope without nuclear power – go SLX!!!

      • I was spammed with a pump for Toro yesterday…….. Currently thin & flat, with extra volume evident before their sortie.

      • St JacquesMEMBER

        Is Spain rich? Depends where you draw the cutoff. If Italy is “rich” then Spain, which has the same GDP per capita, is rich. Spain is much more developed than Greece, and its exports of manufactures is dwarfs its earnings from tourism. There is marked regional uneveness but not as extreme as Italy’s north-south divide. The still unemployment can be explained in large part (but not completely) by the collapse of the huge construction bubble. A very disproportionate percentage of the unemployed are immigrants who arrived in the RE bubble years. Note that Spain’s economy has been one of the OECD’s strongest the last three years.

  2. haroldusMEMBER

    Is this weekend links?

    It’s a lot of scrolling to get here, homos.

    Sorry. Homies.

    • GunnamattaMEMBER

      Sorry Gents it isnt weekend links but i dont know where weekend links is right now, and i am far too busy to do one myself right at this moment.

      I will do one circa 1000 on Saturday morning if one hasnt materialised by then.

  3. Great graphs once again.

    The immigration into USA graph is profound. Does it include illegal immigration as well?

    They had mass immigration from Mexico since 1980 just because Mexico is next door. Instead, they should have got immigrants from around the world.

    • Super Phoenix

      A large chunk of USA was once a part of Mexico. So it is not quite “immigration” as such.

  4. The Penske FileMEMBER

    Crazy Commutes – Melbourne has $145 PW from Frankganistan. Yearly Met Ticket is $1683 or circa $33 PW. Now if it’s including the cost of personal security while nearby to the station.. fair enough. otherwise where did the other cost come from?

    • Super Phoenix

      But reducing the level of immigration will deplete the hospital funding because we had chosen to spend our national income for bidding up house prices.

      So don’t become sick in Straya.

      • Actually the SP post makes perfect sense. We are so far down this insane road to hell there is no way back without getting burned. If you reduce immigration, then the whole Syd/Melb/Bris RE market comes to a standstill. Stamp Duty receipts disappear. Income tax crashes. The money available for hospitals (and a whole lot of other infrastructure) drops catastrophically. If we then borrow for the infrastructure, because of the unbalanced nature of the economy, it will have to be offshore borrowings, the A$ will take a bath, interest rates sky-rocket, he economy disappears down its own vortex. (or up its own…. take your pick.

  5. So 3rd chart in, for the first time it shows that house prices are declining before the credit impulse. Is this significant? If so, what does it signify?

    • GunnamattaMEMBER

      Our Banks, those paragons of dog eat dog capitalism, become risk averse when they dont think they are on a one way bet with house prices

  6. As interest rates declined US Household savings declined and debt increased????? How can this possibly be????
    It is a core belief at MB that lower interest rates mean households save more!!!!

  7. So Global X offloaded about 100k shares on Friday – they are still offloading regardless of the prices. Then I think SLX will stagnate around 20c if not lower until Global X is done with offloading.

    SLX is like a beautiful suitcase on sale at a price that is 20% less than the amount of cash stuffed inside the suitcase. The suitcase itself may or may not be worth a lot, but that is beside the point.

    Such a deal does not come around very often.

    I am quietly hoping that the suitcase itself is made of platinum.

  8. Great effort – with exception of “Global Population Growth” – which is mere fiction…