Weekend Chartfest June 30 – July 1, 2018






Australian dollar and yield differential RBA and US Federal Reserve


BBSW 2018




Australian Short Term Funding 2017 onwards




Funding Costs (BBSW) and Mortgage Rates




Australian interest rate hikes – potential implications for $500k mortgage




Australian Household Debt




Budget projections for Stamp Duty Revenues




RBA Cash Rate and Australian CPI




Affordability and Multiple Income Households 




Housing Credit and Household Wealth




Australia – unemployed and vacant jobs




Australia and United States – labour underutilisation




Australia – Financial Derivatives




Renewables and coal costs and Australian electricity





United States & Americas




United States – Household Net Worth and Nominal GDP




United States – Balance of Payments




United States – Real Exports and Trade Weighted $




United States – Import Prices and Trade Weighted $




United States – Nominal GDP and Interest Rates




Foreign Owned US Debt and US10s








United States – savings




United States – Income and Wealth Growth (bottom 50% are no better off now than circa 1970…)




United States – New Car Registrations




United States – Imports of Cars and Car parts, major partners




United States – company size and employment growth




United States Labor Market




United States – New RE millionaires




United States – Guns & People




United States Parental Life Changes 1965 – 2016




Argentina Balance of Payments




Venezuela Crude




China & Asia


China Household Consumption & Savings




China rising Household indebtedness – comparison with G7




Shanghai Composite and China Manufacturing PMI




China Hang Seng – corporates at lows


China – Shadow Banking (and how it works) 


China easing – 4 different metrics 




China – Corn Stocks 


China – CNY 




China Imports – Semiconductors and oil




Japan Unemployment



Europe & United Kingdom


Government debt to GDP – Germany Greece Spain Italy




Eurozone 10yr Sovereigns YTD




United Kingdom and Eurozone GDP




United Kingdom regional economies GDP per Head and GVA




German Sentiment and Expectations




Eurozone TLTRO




United Kingdom – Consumer Spending




United Kingdom – Health Spending




United Kingdom – Investment Sentiment




United Kingdom – Public Sector Borrowing 1




United Kingdom – Public Sector Borrowing 2




United Kingdom – Retail






The Global Coal Trade




Global Crude – Demand drivers




Crude Oil – Price and Production




Crude – sources of suply




Base Metals – 2018 volatility




Aluminium 2018




Iron Ore Supply 1




Iron Ore Supply 2




Steelmaking Costs




CBOT Corn …look out below




CBOT Soybeans




Major Crops – Average Annual growth rates since 1960








Global Sugar Consumption




Global Wheat Production




Wheat exporters




China Beef Imports




Gold – spot and future




Gold Coverage




Capital Markets




Global Debt




Equity and Debt to Global GDP




Global Yields




What is a flattening Yield Curve you ask?




Yield Curve Inversions and Recessions




Developed Market Yield Curves




DM Maturities




Loans and Junk Bonds




Debt Servicing – Various Developed Nations




Debt – Emerging Markets or China?




Bahrain CDS ….ice on the back of the neck




Moody’s corporate bonds – Grades since late 1990s




China International Reserves – China/Japan UST holdings




EM Currencies v USD since start 2017




US and Euro Large Caps












Value and Growth – What is now telling us?




S&P 500 and VIX




Global Macro


Foreign Born Percentage of Population – OECD




United States and G7 Tariffs




Global over 60s




Health Spending




Workers doing 60 hour weeks




Catastrophes and Insurance




Political Risks – Selected EM & DMs




Major Global Cities – Purchasing Power




US Based remittances 




House Price Gains 2013 – 2017 – various global cities




Major Global House Prices to Income




Global Trust in Business and Government




US China Trade Imbalance 




People without access to bank accounts




OECD – Work – Life Balances




…and furthermore…


Cognitive Bias




Plastic Surgery searches – US States




The World’s Major Brands




The World’s Major Religions




The Demise of the RomCom




Spend an Extra Hour in Bed

Latest posts by Gunnamatta (see all)


  1. Paddy Finucane

    Greetings from a very fast track kind of day in StP G. That is an epic set of charts.

    Could I assume from that you think Australian

    Businesses reliant on discretionary spend
    States reliant on Stamp Duty receipts
    Probably banks
    and coal powered electricity

    …..are under pressure?

    • GunnamattaMEMBER

      Its the middle of winter here in Geetroit Padster.

      Just the thought of the Stp P or Moscba track has me almost weeping. Half the charts do too

      • With the collapse of the theme parks up here, in 1 case literally, you can now add Surftroit, to Geetroit, Broadmeadows, and anywhere in South Australia.

      • JR: had a few weeks off for a holiday,which turned into a working holiday, which turned into working away from home, which turned into arriving back believing a change is as good as a holiday. its not.
        So now Im looking forward to a proper holiday.

    • yeborskyMEMBER

      Just walked through Stockland Village shopping centre near home in Balgowlah.
      Gone – Kikki.k (fancy stationery), Eminence IT ( good range of tech & electronics), an upmarket beauty salon (name forgotten) and Lorna Jane (hopefully we’ve hit peak active-wear and women will once again start wearing decent clothes instead of tights). A lot here is the discretionary stuff that’s first to slow. I wouldn’t want to be a retailer today.

      • Gunna has a chart on the value of company branding
        in the source document you will find the top 500 global brands
        have a look at the increase in value of the top say 10 brands over last year
        and the now emergence of chinese property developers in the top say 200
        given that assessing the value of a companys brand is mostly myth based and given that any sort of valuation of a chinese property developers brand is also myth, huge shake up coming
        BTW Amazon is no 1 not Apple.
        the no1 brand for straya was telstra ??? Share price going through the floor.???

  2. Love the “Budget projections for Stamp Duty Revenues”
    Between scoMos wildly optimistic growth assumptions and these lies Federal and state budgets are a work of fiction.

  3. One chart that stood out for me was the one showing trust in business and government around the world. The results for China are interesting in that both gov and business scored highly, in fact the Chinese according to this survey have the highest trust in their government in all countries included in the report, and the second highest trust in business. I’m not saying the results are incorrect however I would love to know how the question was worded in Chinese. I’m just pointing out that they are not what most would expect, especially when you consider the general lack of trust in China, and one Chinese solution which is daigou. China is a complex place and often can not be reliably reduced to a data point. Anyway the high levels of trust in the government is something to keep in mind when you consider citizen support for various gov initiatives, esp foreign policy.

    • GunnamattaMEMBER

      I had a broadly similar issue with the same chart. Russian based.

      I know from experience that a lot of people might say they ‘trust the government’ but only insofar as they trust people in government to behave a certain way, and also they tend to view ‘the government’ as also including lots of ‘bureacrats’ who will invariably have their hand out anytime anyone needs something from them. So they sort of trust ‘the government’ to deliver a service for a price.

      …….also there is the not insignificant factor in Russia that ‘business’ is not trusted often because it is assets which were stolen (one way or another) from the public purse to begin with and is headed by a spectacularly rapacious and socially uncaring oligarchy.

      From that inasupicious macro view they wuould also observe that every last smaller business person (yes they do exist) no matter how square and honest they are, is invariably working with a ‘roof’ (the Russian is ‘Krysha’ – which they all are) which provides protection (including from bureaucrats sometimes) and you can sort of see why they prefer big government to smooth out all the smaller smaller issues rather than believe in every man for himself sort of stuff.

      • Interesting. Thanks!

        The thing is with the Chinese with regard to some aspects of governance, they really do trust the government, and rightly so, with other aspects, not so much, (I’ve had some really in depth discussions with Chinese about this) so it is the breaking of that down which is what you really want to know, but of course I’m not sure if those questions can be asked or if they would get honest answers if they were asked.

      • Agree with Popcod.
        The images and understanding of China, its people, its government and how the place works is sorely lacking around MB. For us, having lived super-comfortably for the last 70 years, and not exposed to China, it is very difficult/impossible to get a grip on.
        The China I have seen and the image of China portrayed by MB are totally different animals.