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
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A night at the charts - 15 October 2019
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A night at the charts - 14 October 2019
a little something for the evening
The chart fairy just had a chartgasm….
Cannabis stops dementia.
Hi friends. What news from the apocalypse?
Is this sh!t burning down yet or what?
Midnight. Where’s the weekend post?!?
It’s just 1 big prick tease.
Updating the $pamb0t to include youtube.
This is what you are looking for…
https://youtu.be/HbW-Bnm6Ipg?t=57s
Gluttonous chartfest, Harold is having a coronary waiting for WE post award.
Thanks Gunna. This weekly chartfest has become my favorite posts on MB
Look at the divergence between DR and Haiti.
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.
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.
Is this weekend links?
It’s a lot of scrolling to get here, homos.
Sorry. Homies.
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.
If you do do weekend links can we have some Norman Lindsay?
I’ll see what sort of artistic mood i am in.
I’m feeling a bit Jan Senbergs right at the moment
Here’s one for ya:
https://hk.news.appledaily.com/local/realtime/article/20180611/58302439
I thought we were talking about art Chinajim!?
I thought “they call me bruce” was a bit excessive with his comment on that article.
“Bruce Leeo
Drop few nuclear bombs onto China soil will bring world peace forever. Killing hundreds of millions of Chinese communists will serve that purpose. Tell your man Donald Trump to do just that.”
Thankyou for doing this Mr Gunnamatta, a very interesting overview as always
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.
A large chunk of USA was once a part of Mexico. So it is not quite “immigration” as such.
Crazy Commutes – Melbourne has $145 PW from Frankganistan. Yearly Met Ticket is $1683 or circa $33 PW. Now if it’s including the cost of personal security while nearby to the station.. fair enough. otherwise where did the other cost come from?
Also it shouldn’t take 1 hour by train from Frankston to the City centre.
Baby dies after waiting 2 hours in emergency:
https://www.theage.com.au/national/victoria/baby-dies-at-sunshine-hospital-after-two-hour-wait-in-emergency-20180613-p4zl89.html
We simply lack the infrastructure for even the current population – let alone an extra 400,000/year on top.
But reducing the level of immigration will deplete the hospital funding because we had chosen to spend our national income for bidding up house prices.
So don’t become sick in Straya.
Your posts make no sense.
I said 1980.
Actually the SP post makes perfect sense. We are so far down this insane road to hell there is no way back without getting burned. If you reduce immigration, then the whole Syd/Melb/Bris RE market comes to a standstill. Stamp Duty receipts disappear. Income tax crashes. The money available for hospitals (and a whole lot of other infrastructure) drops catastrophically. If we then borrow for the infrastructure, because of the unbalanced nature of the economy, it will have to be offshore borrowings, the A$ will take a bath, interest rates sky-rocket, he economy disappears down its own vortex. (or up its own…. take your pick.
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?
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
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!!!!
Thanks Gunna…Great list!
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.
Great effort – with exception of “Global Population Growth” – which is mere fiction…