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

 

 

 

Gunnamatta

General all round punter

Latest posts by Gunnamatta (see all)

Comments

  1. The take from above is the EURO bank NPL
    ECB has been holding rates at zero
    The Q is when (not if) is the EURO going to blow sky high?
    I’d say 19/20

    • GunnamattaMEMBER

      And yea verily the ECB too would be chanting ‘do not look down’ with quite some gusto about now

  2. Paddy Finucane

    That chart on Australian Net Overseas Migration. Is it my eyes or does it appear that ‘permanent’ migration is actually quite small?

    On the others, there is a mighty collection there again G. I assume the cover pic is the same ‘don’t look down’ that the debt charts have as their rallying cry. Something that may interest you G is that there is increasing talk of a labour shortage here in Russia, and I can personally vouch for there being an acute shortage of Angliskii pissish redaktor types who know anything at all about Mother Russia, and as the CPI chart shows I dare say the RUB is bottoming out too.

    Thanks for the work involved in this. P

  3. Gunna, there’s room at the weekend for ‘Comment of the Week’ voted for by readers, then adjusted by a capricious anonymous judge.

    Thank you to whoever introduced ‘winnits’ to my vocabulary

    • Aah – Harodus – you’ve done it again! A text-book strike just like the Klingons hiding around Uranus 😛