Weekend Chartfest 23-24 June, 2018

Australia

 

The in the pocket impact of Pauline’s sellout tax cuts (…..and the payoff is?)

 

Total Housing Finance & House Prices (and if the banks are lending less then….)

 

 

March Quarter Residential Property

 

 

Sydney 6x DTI

 

 

 

Australian Mortgage Payments as percentage of household income

 

 

Inequality in Australia 

 

 

Net Interstate Migration

 

 

Jobs Growth and Losses to May 2018

 

 

Youth Underutilisation

 

 

Household Gains and Losses over time

 

 

Wage sensitivity to underemployment

 

 

United States & Americas

Brazil Fiscal Balance

 

 

United States Auto Sales

 

 

US Data and the USD

 

 

US Industrial Production

 

 

US Unemployment recessions and NAIRU

 

 

US Real Estate to GDP

 

 

Major Exports of US States 

 

 

Major Trade partners of US

 

China & Asia

 

Asian Coal Imports

 

 

Asian Coal and Gas prices

 

 

Asian LNG Demand

 

Bank of Israel & Inflation

 

 

Chinese City Clusters

 

 

China Real Estate Prices

 

 

Europe

 

EU Funding – Giving and Taking

 

 

European Bank M&A

 

 

European Union – People working from home

 

 

EU job changes 1997 – 2017 …..the demise of the middle skilled

 

 

Male Life Expectancy in Russia

 

Switzerland Inflation

 

 

United Kingdom Median Income 

 

 

United Kingdom Productivity growth

 

 

US Treasuries and Gold held by Russia

Commodities

 

Global LNG Imports

 

 

Crude Oil – exploration to watch

 

 

Government take of crude profits – selected nations

 

 

Global Crude – capacity to increase output

 

 

US Crude exports to China

 

 

Global Barley production 

 

 

Global Corn production

 

 

Global Wheat production 

 

 

Global Corn Wheat and Barley production

 

 

Global Gold mine reserves by country

 

 

Largest global gold holdings 

 

 

Global Lithium & Australian production

 

 

Thermal coal imports – selected Asian nations

 

 

Capital Markets

 

Major CB assets

 

 

Government debt servicing costs – selected nations

 

 

Projections for Fed and ECB key rates…..

 

 

The Journey of selected EU 10s

 

 

Inflation targets of selected global central banks

 

 

Global non-financial corporate bonds by region

 

 

Russia US Treasury Holdings

 

 

US Fixed Income Outstanding

 

 

US & Australia – Short term funding

Global Macro

 

African project debt financing 

 

 

Chinese corporate profits from the US

 

 

Chinese FDI deals in US

 

 

Global consumers manufacturers & equities

 

 

Emerging Market debt environment

 

 

The G7 as a % of global GDP

 

 

Inter Generational Income Mobility – selected nations

 

 

Intergenerational earnings – selected nations

 

 

US Market sector concentration and growth

 

 

Unemployment & Full Employment – selected developed economies

 

Power generation – major sources

 

 

Pre-Tax corporate profits as Percentage of employee compensation – selected nations 

 

 

Top global exporters 2017

United States – agricultural trade with China

 

 

US Exports and Imports vis China

…and furthermore…

 

The impact of tariffs as taught in textbooks

 

Interest in Crypto

 

Libya fighting in relation to major oil & gas production facilities

 

 

Population and CO2 emissions 

 

The Search engine monopoly

Comments

  1. A similar state map for Australia would read:

    QLD: 3 quarters of a FAll
    NSW: Property oh – well – that’s FAll I guess.
    ACT: Organic BS, with FA inclusions
    VIC: Property, well – FA too.
    SA: Oh – I thought those guys were in the dark by now, so who knows?
    WA: Someone go and poke them with a stick – if they’re still warm, we might harvest their organs – useful in death and so on
    NT: Ahmmm… CU in the NT I guess – we gotta find them first.
    TAS: I thought we cut those guys loose long time ago.

  2. Thanks, Gunna.

    See? The surging global population and rising living standards lead to growing global energy demand. There is no way the renewables can cover them all, let alone replace the existing capacities. The fundamentals for SLX remains rock solid.

    I just need to buy British American Tobacco and Philip Morris to diversify my risks that are sitting at their respective multi-year support levels of $50 and $80 (which look strong).

    • The fundamentals for SLX remains rock solid

      True, but the fundamentals for the A9X are even more solid.

      I just need to buy British American Tobacco and Philip Morris to diversify my risks
      I might diversify the risk with an XY GT, but Bob Morris would probably not like it.

      • Super Phoenix

        Well, SLX will be in trouble if uranium does not have a future. If IQE fails to commercialize the translucent technology on top of an uranium-free world then SLX will be in BIG trouble.

        Can it happen? Of course, it can. But will it?

  3. TailorTrashMEMBER

    No wonder the US is getting worried about Made in China 2025 ………that chart showing the biggest exports from 15 out of 50 states are aeroplanes………soon all to be reduced to South Dakota …distillery dregs ………