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
