Weekend Chartfest: 4 – 5 August, 2018



Australia & New Zealand – Unemployment


Australia & New Zealand – Participation


Australia – Housing Credit & House Prices




Australia – House Prices to Median Income




Australia  – Mortgage broker Share of New Home Loans to 3Q 2017




Australia & Germany – Household Debt to  House Prices




Australia – Merchandise Exports by Destination




Australia – Merchandise Trade Balance by State




Australia – Retail Turnover




Australia  – Retail Turnover by Sector




Australia – Tradable and Non – Tradable Inflation




Australia – Underutilisation by Age group




Australia – Population Growth




New Zealand Migration to Victoria




Australian Mobile Operators – EBITDA & Capex




Chinese Airlines – Flights to Australia




United States – Americas


United States – Average Income Growth by Percentile between 1980 & 2014




United States – Inequality by State




United States – Life Changes for 25-34 Year Old Americans between 1977 & 2016




United States – Student Loan Balances by Demographic




United States – Personal Loans




United States – Precarious Employment




United States – Employment Gap & Term Spread 


United States – Median Sales price of New Housing (6m moving average)


United States – Mortgage Delinquency




United States – Real Estate Acquisitions & Sales by Chinese companies




United States – Sales of Homes to Chinese Buyers and Intent of Purchase




United States – Major Cities & Projected New Apartments 2018




United States – New Apartments in Major Metropolitan Areas




United States – Selected Trade Partners & Goods Balance




United States – Aircon Expenditure by Region




United States – Consumer Sentiment


United States – CPI & New Vehicles


United States – GDP


United States – Land Use




United States – Leveraged Loans




United States – Oil & Non-Oil Current Account


United States – National Origin of Light Vehicle Sales




Brazil – GDP Growth




Mexico – Automotive Products Exports & Currency




China – Asia


Beijing Real Estate


China Per Capita GDP & Poverty


China – Belt and Road Infrastructure


China Crayfish Production


China Credit Growth


China GDP – Contributions 


China – Structure of Demand


China – Cross Border M&A


China  – Provinces with larger economy than United Kingdom


Japan Government Bonds & Japanese Debt


Pakistan – Net Balance


Saudi Arabia – Oil & Gas Infrastructure


China – Xinjiang Arrests








Europe Corporate Taxes


Europe – Government Revenues to Economic Output


Europe – Taxes on Insurance Premiums


Europe – July 2018 Heatwave


Europe – Net Saving to GDP


Germany – Negotiated Wages


Italy – Wages


Spain – Retail Sales & Household Spending


The Greek Disaster


United Kingdom – Effects of post 2007 Monetary Policy


United Kingdom – Plant & Machinery Investment


United Kingdom – Household Income & Consumption


United Kingdom – Real Household Income Per Capita


Europe – Perception of Cultural Superiority








Real Agricultural Prices & Population


China Steel Output


Gazprom – Exports to Europe


Saudi Jet Fuel Exports




Global Coking Coal


Oil – Resource Depletion


US Crude exports – Volume changes 2016-2017




Global Energy Consumption by Source


Lithium-Ion Battery Recycling


Global Metals and Global GDP/Activity


Global Soybean Flows


Barley – World Production & Consumption


Barley – Global Balance


Global Sugar – Production & Consumption


Sugar – Global Balance




Global Wheat Balance


Wheat – Global Production & Consumption




Global Wine Production


Australian Wine Exports


Canola – Australian Exports to EU


Rapeseed – Global Balance




Rapeseed Global Production & Consumption




Sorghum – Global Balance




Sorghum Global Production & Consumption




Soybeans – Global Balance




Soybeans – Global Production & Consumption





Capital Markets





CCC Rated Yields


Finance System Dependence on China




United States Credit Outside the United States




Global Macro


Population Growth – G12




Agricultural Productivity


Global Agriculture – Total Factor Productivity


Carmaker profits – Regional Contribution


Trade Dependence on China


GDP Per Capita – Selected Nations


Emerging Market Domestic Petrol Prices since Jan 2016


Global Environmental Technology Patents




Facebook New Users




Financial Priorities – Selected Nations




German Car Sales in China




Major OECD – Current Account, Budget Balance, Interest Rates, Currency




Major OECD Wealth Distribution




OECD – Household Wealth & Outright Home Ownership




OECD – Mean & Median Net Wealth




OECD – Changes in Mean & Median Net Wealth, Wealth Inequality 2006 – 2015




Selected Nations – Actual and Perceptions of Migrant Unemployment




Selected Developed World Policy Gap & Current Accounts (note Australia)




South Africa GDP




OECD – Wealth Composition of Richest 20% of Households




OECD – Wealth Composition of Poorest 20% of Households




WTO Member Disputes 1995 – 2017





…and Furthermore…





On GDP…..





Generational Sacrifices





Global Migrant Flows





Male & female earnings Post the First Child





SmartPhone Addiction

Latest posts by Gunnamatta (see all)


  1. Gunna good work again: How about that chart on real agricultural prices since 1900
    In the business MAN from snowy river I said farming has been in decline for40 years
    So according to the chart index,40 years ago, the index was say 130, it is now 60.
    There is the issue for farmers. (and no consideration of the increasing severity of droughts)
    So is this $1billion pork barrel gift to farmers to prop up the LNP ???, barnacle??
    BTW where is the Snowy hydro,if 90% odd of NSW is in drought what is going on with the dam levels down there.
    Another pork fiasco
    Like drunken sailors, when this money runs out many will marvel at the stupidity of all.

    • GunnamattaMEMBER

      Morning Wiley,

      I agree that farmers have been looking at sliding prices for a long time, but the canola rapeseed chart to me suggests that if they can get their crop out then the local yellow fields around Geelong might be handy little earners indeed this year.

      For mine there were two charts stand right out (like dog nuts)

      One the Immigration chart with Australia off in lala land when it comes to numbers, and the other the take of the economic pie by the US 1% set (and indeed the global 1% would be much the same)……the Australia cities real estate to median income chart is worth examination too – Phil Soos (from memory) was tweeting that one about.

      The immigrant flows chart right down the bottom also puts Australias immigration issue into a slightly different context

    • I can verify through my life experience that as a child often crossing the Dalgety river to visit my grandparents that each year the river steadily reduced from a well flowing one for the region, to lower & lower till it was just a sand bed by my late teens. It was due to keeping more water in Jindabyne dam for longer & they starved the river to near death for decades. It’s changed now due to lobbying & there’s a quota that’s agreed to be released to keep the river alive, but it’s still not got the flow I remember. I’ve never looked at rainfall data, but I think it’s safe to say a notable part of it’s due to lower snow/rain fall.

      I also remember a (secret) high powered meeting with all stakeholders being held in the early 90’s regarding what to do Once the snow stops – & Summer themes in Jindabyne became a thing. Snow has varied since then with some lean & some big bumper years & again I haven’t bothered to look for data to confirm any trend.

      Whenever I’ve been outback I’ve been awed on how they manage on they very limited carrying capacity they actually have – wafer thin compared to the Monaro, & even thinner compared to the Bega Valley, but then these relatively more lush area’s don’t compare to places in say NZ for carrying capacity.

      I’ve been to Exmouth a few times over the years & I’ve never seen it looking anything much more than the usual outback barren (to my eye). But right now they have more grass than they can handle – fat cows in the outback! So they have good & bad years too – it does come back, & quickly without flooding amounts of rain.

      You’re right to be concerned Wiley & maybe there has to be some kind of determination for what’s a write off, what’s marginal, & what’s supportable over the long term? Personally I’d like to see a root & branch review of every tentacle coming in & out of our taxation/subsidy system to see just what is appropriate for each sector, corporate, individual, any way they can cut it. Slice it, dice it & really get some transparency & a plan together, instead of herding mangy alley cats that look shadowy. I have a suspicion like in the automotive industry that there’s bigger sucubus’s out there. MB’s pointed out a few over the years……

  2. Household debt to income chart. What are the Germans doing with their wealth? I remember in the mid-90s news reports that Australians were the highest investors (per capita?) in the stock market. My how times and tax incentives (50% CGT discount) have changed.
    I’m open to silly answers to this question too, it’s Saturday, get creative.

  3. Apartment constitution numbers are interesting. 50k new units in sydney is more than combine number for5 largest US cities with population of 70m and population growth of 1m. And the construction rate of 1000 per 100000 in Sydney is 7 times bigger than SF and silicon valley.
    And people say here prices are high because of shortage

    • A shortage of decent housing has been a key factor in high prices. This shortage has built up over several decades. Your figures only look at the most recent year and hence are worthless for that reason.
      Also you refer to 50k units. Units are not decent houses compared to previous generations and existing community standards.
      Get real and acknowledge the shortage.

  4. Great work – love the farming slant, and some of those commodity graphs worth a second look too….

  5. So domain.com August 4 auction results out a bit earlier than usual on Saturday evening. The webpage looks a bit different as well. Given a bit of a makeover.

    Headline clearance rate 57%. That seems up a bit.

    But wait a minute. Something is missing this week……. The number of auctions reported.

    So total auctions = 378
    Reported auctions were 194. This means only slightly more than half the total were reported. Much lower than usual percentage reported – and presumably the reason this crucial figure has been removed from the data this week.
    Clearance rate of this paltry 194 was 57%.

    Just imagine how disastrous things would be if the total 378 were included.

  6. Wow, I had no idea that Weyerhaeuser controlled so much land in the US. I also didn’t know that it converted to a REIT in 2010 and therefore no longer has to pay any federal income tax.

    Also, if anyone wants to follow up on the “wage gap” chart, I’ve read the study and you can find it here. Well worth a look.


    It’s not a “gender wage gap” it’s a “motherhood income penalty” caused by mothers having to devote time to raising kids that they must then subtract from time spent working a career. The primary gap is between mothers and everyone else (including other women who don’t have kids).