MacroBusiness Chartfest September 1-2, 2018

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Australia

Australia – Economic Policy Uncertainty

 
Sydney & Melbourne – Auction Clearances

 
Australian GDP

 
Coal Production & Consumption 

 
Electricity Generation

 
Major LNG Plants

 
Implications of Tightening Lending Standards

 
Disposable Income by Decile

 
Loan Rejections

 
Public Satisfaction with the National Direction

 
Tobacco Price Inflation

 
Australian Thermal Coal Price

 
Australian & United States Consumer sentiment

 
Australian Wage Growth by Industry

 
Net Wealth by Decile

 
Petroleum Production & Consumption

 

United States & Americas

 
Foreign Ownership of US Debt

 
Mobile/Manufactured Homes as Percent of Total Housing

 
Automotive Manufacturing Hourly Earnings – North America

 
Highest Paying Jobs in the US

 
American Beers and the 5 Ultimate Producers

 
US Capex

 
US Cars – where they are made

 
United States – Coal Power Plant Retirements

 
US Brokerage Commissions

 
US Consumer Confidence

 
US Consumer Confidence & Labour Market Perception

 
US Debt by Age Group

 
US Primary Energy Source & Consumption

 
US Annualised Real GDP

 
Consumption of Post Tax Income

 
Major US Exports to China

 
Post Tax Income growth

 
Post Tax Income growth 2

 
Labour Market Participation & Opioid Use

 
US – Median Household Income

 
Pre Tax profits of US Multinationals

 
United States – Poverty & Incarceration

 
US Real Estate

 
Impact of Revoking NAFTA

 
US Real Estate – Chinese Buyers

 
US Staple Food Items – Prices 

 
US Steel Imports

 
US Student Debt

 
US Yield Curve & Recessions

 
US Unemployment

 
US Wages
 
Venezuela Money Supply

 

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Europe

 
Unemployment – Central Europe

 

Wages – Central Europe

 
Business Investment & Credit

 
Eurozone – Negotiated Wages

 
Eurozone – Negotiated Wages 2

 
Residential Investment – Selected Euro Nations

 
Euro Sovereign Ratings & 10Yrs

 
French Grape Harvest 2018

 
Germany Automobile Production & Manufacturing Sentiment

 
Germany – Budget Balance

 
Germany – Current Account

 
Germany – Renewable Energy

 
Germany – Fiscal Balance

 
Greece – Debt

 
Greece – Depression

 
Eurozone – Inequality

 
Ireland – Immigration

 
Italy – Capital Flows

 
Italy – Public Debt & Interest

 
Russia – Gold Reserves

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Russian Economy in Relation to Europe

 
Turkey – Inflation

 
Turkey & Russia – Consumer Prices

 
United Kingdom – Time Between Recessions

 

China & Asia

 
China – Bank Lending

 
China – Coal Consumption

 
China – Global Conflict Resolution Efforts

 
China – Economic Growth

 
China – GDP & Energy Consumption

 
China – Internet Users

 
China – Labour Force

 
China – Per Capita Consumption

 
Hong Kong – House Prices & Completions

 
Japan – CPI

 
South China Sea – Crude Oil Flows

 
South Korea – Goods & Services Exports

 

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Commodities

 
Steel & Copper – Shanghai Prices

 
Dalian Iron Ore v Copper

 
Coal Exporters

 
Commodities Per Se – Time to Buy?

 

Global Aluminium – China v Rest of World

 
Aluminium – 2018 Production by Region

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Japan – LNG Imports


 

China – LNG Imports

 

Australia – Natural Gas Consumption & Production

 
Steelmaking Capacity

 

Capital Markets

 
China – NPLs

 
Large US Based Multinationals – 2018 Debt Issuance

 
EM Debt to GDP Increases

 
EM Financing Needs

 
EM High Yield Corporate Debt Maturity Schedule

 
Selected EM – Reserves to Short Term Debt

 
Selected Euro 2Yrs

 
Globally Systemically Important Banks

 

Selected EM Debt Implosions – Last decade

 

US Non Financial Corporate Debt to GDP

 

Australian Dollar & Turkish Lira – the last 10 years

 

Selected EM Private Foreign Debt

 
South Africa – Fund Flows

 

Household & Corporate Debt to GDP – The Greatest Bubbles

 

Japan & US Yields

 

UST Spreads

Global Macro

OECD – Ageing

 

Housing Bubbles – China v Selected Historical International Bubbles

 

Cost of Fun – Global Comparison

 

Prime Age Employment Ratios – Major Economies

 

Emerging Markets & Metals

 

Emerging Markets & Global GDP

 

Event Risk radar – Next 6 Months

 
House Price Exuberance – Global Comparison (……..and I don’t think they have Australia right)

 
G12 Population Growth

 
Global Trade

 

Global Property & GDP

 
Household Debt to GDP – Selected International
 

Central Bank Liquidity

 

United States, United Kingdom, Australia – Income Growth

 

Global Tariffs

 

…and furthermore…

Average Air Quality – Selected Cities

 

Average paper Length in Major Economics Journals

 

Five Year Cancer Survival Rates – United States

 

Letter Distribution in Words – English

 

Thoughts About Cookies

 
Miss America Beauty Pageant Viewers

 
The Risks of Alcohol

 
Social Science Types

 
Americans and Easier to Raise

 

Why Hackers Hack

 

The Peleton and its Effect