Weekend Chartfest 23-24 June, 2018

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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….)

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March Quarter Residential Property

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Sydney 6x DTI

Australian Mortgage Payments as percentage of household income

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Inequality in Australia 

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Net Interstate Migration

Jobs Growth and Losses to May 2018

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Youth Underutilisation

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Household Gains and Losses over time

Wage sensitivity to underemployment

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United States & Americas

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Brazil Fiscal Balance

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United States Auto Sales

US Data and the USD

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US Industrial Production

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US Unemployment recessions and NAIRU

US Real Estate to GDP

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Major Exports of US States 

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Major Trade partners of US

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China & Asia

Asian Coal Imports

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Asian Coal and Gas prices

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Asian LNG Demand

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Bank of Israel & Inflation

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Chinese City Clusters

China Real Estate Prices

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Europe

EU Funding – Giving and Taking

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European Bank M&A

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European Union – People working from home

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

Male Life Expectancy in Russia

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Switzerland Inflation

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United Kingdom Median Income 

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United Kingdom Productivity growth

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US Treasuries and Gold held by Russia

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Commodities

Global LNG Imports

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Crude Oil – exploration to watch

Government take of crude profits – selected nations

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Global Crude – capacity to increase output

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US Crude exports to China

Global Barley production 

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Global Corn production

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Global Wheat production 

Global Corn Wheat and Barley production

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Global Gold mine reserves by country

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Largest global gold holdings 

Global Lithium & Australian production

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Thermal coal imports – selected Asian nations

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Capital Markets

Major CB assets

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Government debt servicing costs – selected nations

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Projections for Fed and ECB key rates…..

The Journey of selected EU 10s

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Inflation targets of selected global central banks

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Global non-financial corporate bonds by region

Russia US Treasury Holdings

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US Fixed Income Outstanding

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US & Australia – Short term funding

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Global Macro

African project debt financing 

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Chinese corporate profits from the US

Chinese FDI deals in US

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Global consumers manufacturers & equities

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Emerging Market debt environment

The G7 as a % of global GDP

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Inter Generational Income Mobility – selected nations

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Intergenerational earnings – selected nations

US Market sector concentration and growth

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Unemployment & Full Employment – selected developed economies

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Power generation – major sources

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

Top global exporters 2017

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United States – agricultural trade with China

US Exports and Imports vis China

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…and furthermore…

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The impact of tariffs as taught in textbooks

Interest in Crypto

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Libya fighting in relation to major oil & gas production facilities

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Population and CO2 emissions 

The Search engine monopoly

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