Weekend Chartfest, 14-15 July, 2018
Australia
Major City House Values over last 25 years

House Price growth – Major Cities

Population Increase and Dwelling Investment

Population Growth

Net Overseas Migration by Visa – From July 5 Presentation made in Wollongong by Alexandra Heath

Real Dwelling Investment

Residential Dwelling Pipeline

Australian Housing Loan Approvals

Australian Residential Commitments

Housing Approvals

Dwellings Under Construction

Foreign Buyers in NSW

Auction Clearances

GDP Drivers

Trade Balance – Goods & Services

Gas – Australian Exports

Australian LNG – Volumes, Prices & Value

Asian LNG & Australian Import Proposals

Iron Ore & Coal Exports

Australian Resources Exports

Australian Farm Production, Prices & Volumes

Australian Agricultural Exports

Australian Sheep Exports

Australian Wool Export Destinations

Australian Rainfall & Wheat Producing Regions

Enterprise Bargaining Agreement Outcomes

NAB Business – Employment & Profitability

GST Distribution by State

Relative State GST Distribution over time

State Funding Sources

Renewable Generation

United States & Americas
White House – Median Salaries

Black Incomes – United States

White Earnings

Earnings by Ethnicity

Labour Market & Productivity

Fed Funds Rate and Unemployment

San Fransisco House Prices

Non-Financial Corporate Debt to GDP

US Deficit Funding

Sectoral Balances & GDP

Tax Reforms, Reinvested Earnings & Dividends

Federal Corporate Tax Receipts

International Trade and State Exposure

Daily Feelings

China & Asia
China & India Inflation

East Asia Inflation

Asia Current Account Surplus by Country

The Belt and Road Initiative

Bank of Japan and ETFs

China Net International Investment Position

China Balance of Payments – Cumulative Flows

China Balance of Payments 2 – Another Angle

Chine Builders – Future Debt Servicing

China Financial Conditions

China – New Bank Loans & Social Financing

China Portfolio Flows

China Exports – United States & Asia

Japan – JGB Yields

South Korea – GDP, BoK Rate, 3m Lead

Europe
Europe – Lesser Rated Credit

Eurozone Nations – Gross Government Debt

Eurozone – House Price Growth 
Europe – Home Ownership – Selected Nations

Italians Banks – NPLs in comparison – Eurozone & Beyond

Eurozone Unemployment

Europe – Major Trading Partners

Eurozone Services – Major Partners

Germany – Industrial Production & GDP Growth

Germany – Net Foreign Asset Growth

Bundesbank Claims within Euro System

Greece – Fiscal Balance

Netherlands – Tax Structure

Norway House Prices

Russia Current Account

Russia Inflation

Europe – Russian Gas Dependence

European Union – Births & Deaths

Commodities
Copper Prices and Stocks

Copper 2

Return of the Son of Copper

Uranium – Prices & Nuclear Power

Cotton – Global Production, Consumption & Price

Sugar prices

China Beef Imports

Corn Stocks

United States Oil Production

United States Soybean exports (Minus china)

Capital Markets
Global Debt Binge…do not look down…

Global Debt…do not look down…

Global Debt to EBITDA…..do not look down….

Investment Grade v The Rest – Fixed Income….do not look down…

UST – The Choir

Global 2s

Global 10s

Gold & USD

USD 3m LIBOR/OIS

AUD Determinants

Bank Valuations

China Yen

China Asset Growth

China Yen & Outflows

Loans & Deposits – Selected Global Banks

Major Economy NPLs

Global Macro
IMF GDP Forecasts

Central Bank GDP Forecasts

Inflation – Major Developed Economies

Contributions to Global growth

Share of Global Exports – Major Economies

World Exports – Actuals & Orders

US Products and EU Tariffs

The Financialisation Era – Export Goods and GDP

Productivity – Major Western Economies

NATO Defence Spending

OECD Electricity Production by Fuel Type

OECD Global Revenue Statistics

OECD Labour Productivity

OECD Productivity since 2000

OECD Unemployment

OECD Wages

Immigrants – Actual and Perceived, Selected Nations

Selected Nations – Services Exports

Global GDP over Centuries by Nation

Spending by Decile, United States

Tax Arbitrage

OECD Wages Slowdown

OECD – Wealth & Income Distribution

…and furthermore…
Air Pollution

Carbohydrates

Gender Incomes

UFO Sightings

Internet Leaders

Internet Users

Mobile Broadband Subscribers

Unemployment Benefits

Socialism & Capitalism

Wood & Coal
