Weekend Chartfest, 14-15 July, 2018

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Australia

Major City House Values over last 25 years

House Price growth – Major Cities

Population Increase and Dwelling Investment

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Population Growth

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

Real Dwelling Investment

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Residential Dwelling Pipeline

Australian Housing Loan Approvals

Australian Residential Commitments

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Housing Approvals

Dwellings Under Construction

Foreign Buyers in NSW

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Auction Clearances

GDP Drivers

Trade Balance – Goods & Services

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Gas – Australian Exports

Australian LNG – Volumes, Prices & Value

Asian LNG & Australian Import Proposals

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Iron Ore & Coal Exports

Australian Resources Exports

Australian Farm Production, Prices & Volumes

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Australian Agricultural Exports

Australian Sheep Exports

Australian Wool Export Destinations

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Australian Rainfall & Wheat Producing Regions

Enterprise Bargaining Agreement Outcomes

NAB Business – Employment & Profitability

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GST Distribution by State

Relative State GST Distribution over time

State Funding Sources

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Renewable Generation

United States & Americas

White House – Median Salaries

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Black Incomes – United States

White Earnings

Earnings by Ethnicity

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Labour Market & Productivity

Fed Funds Rate and Unemployment

San Fransisco House Prices

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Non-Financial Corporate Debt to GDP

US Deficit Funding

Sectoral Balances & GDP

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Tax Reforms, Reinvested Earnings & Dividends

Federal Corporate Tax Receipts

International Trade and State Exposure

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Daily Feelings

China & Asia

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China & India Inflation

East Asia Inflation

Asia Current Account Surplus by Country

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The Belt and Road Initiative

Bank of Japan and ETFs

China Net International Investment Position

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China Balance of Payments – Cumulative Flows

China Balance of Payments 2 – Another Angle

Chine Builders – Future Debt Servicing 

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China Financial Conditions

China – New Bank Loans & Social Financing

China Portfolio Flows

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China Exports – United States & Asia

Japan – JGB Yields

South Korea – GDP, BoK Rate, 3m Lead

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Europe

Europe – Lesser Rated Credit

Eurozone Nations – Gross Government Debt

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Eurozone – House Price Growth

Europe – Home Ownership – Selected Nations

Italians Banks – NPLs in comparison – Eurozone & Beyond

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Eurozone Unemployment

Europe – Major Trading Partners

Eurozone Services – Major Partners

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Germany – Industrial Production & GDP Growth

Germany – Net Foreign Asset Growth

Bundesbank Claims within Euro System

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Greece – Fiscal Balance

Netherlands – Tax Structure

Norway House Prices

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Russia Current Account

Russia Inflation

Europe – Russian Gas Dependence

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European Union – Births & Deaths 

Commodities

Copper Prices and Stocks

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Copper 2

Return of the Son of Copper

Uranium – Prices & Nuclear Power

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Cotton – Global Production, Consumption & Price

Sugar prices

China Beef Imports

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Corn Stocks

United States Oil Production

United States Soybean exports (Minus china)

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Capital Markets

Global Debt Binge…do not look down…

Global Debt…do not look down…

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

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

UST – The Choir

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Global 2s

Global 10s

Gold & USD

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USD 3m LIBOR/OIS

AUD Determinants

Bank Valuations

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China Yen

China Asset Growth

China Yen & Outflows

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Loans & Deposits – Selected Global Banks

Major Economy NPLs

Global Macro

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IMF GDP Forecasts

Central Bank GDP Forecasts

Inflation – Major Developed Economies

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Contributions to Global growth

Share of Global Exports – Major Economies

World Exports – Actuals & Orders

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US Products and EU Tariffs 

The Financialisation Era – Export Goods and GDP

Productivity – Major Western Economies

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NATO Defence Spending

OECD Electricity Production by Fuel Type

OECD Global Revenue Statistics

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OECD Labour Productivity

OECD Productivity since 2000

OECD Unemployment

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OECD Wages

Immigrants – Actual and Perceived, Selected Nations

Selected Nations – Services Exports 

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Global GDP over Centuries by Nation 

Spending by Decile, United States

Tax Arbitrage

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OECD Wages Slowdown

OECD – Wealth & Income Distribution

…and furthermore…

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Air Pollution

Carbohydrates

Gender Incomes

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UFO Sightings

Internet Leaders

Internet Users

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Mobile Broadband Subscribers

Unemployment Benefits

Socialism & Capitalism

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Wood & Coal

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