Weekend Chartfest: 4 – 5 August, 2018

Australasia

 

 
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

 

 

 

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

 

 

 

Commodities

 

 

 

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

 

 
RMB to USD

 

 
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

Gunnamatta

General all round punter

Latest posts by Gunnamatta (see all)

Comments

  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.

    https://www.henrikkleven.com/uploads/3/7/3/1/37310663/kleven-landais-sogaard_nber-w24219_jan2018.pdf

    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).