MacroBusiness Chartfest 13-14 October, 2018

 

 

 

 

Australia

Australia Consumer Confidence

 

 

 

 

Australia – Housing Approvals not yet commenced

 

 

 

 

Australia Housing – Average Loan Size

 

 

 

;

Australia – Housing Prices by City

 

 

 

 

Australia – New Dwelling Completions

 

 

 

 

Australia – Dwelling Price to Household Income

 

 

 

 

Australia – Household Wealth and Savings

 

 

 

 

Australia – Housing Finance

 

 

 

 

Australia – distribution of investor housing debt (2015-2016)

 

 

 

 

Australia – Interest Only Lending

 

 

 

 

Australia – Mortgage Stress

 

 

 

 

Australia – Housing Loans Arrears

 

 

 

 

Australia – Investment & Interest Only Loans

 

 

 

 

Victoria – Housing Price Growth

 

 

 

 

Victoria – Unit Approvals

 

 

 

 

Melbourne – Employment Growth by Local Government Area

 

 

 

 

Australian Bulk Commodities and the Trade Balance

 

 

 

 

Australia – LNG Exports

 

 

 

 

Australia – Resources and Energy Exports

 

 

 

 

Australia – Total Greenhouse Gas Emissions

 

 

 

 

Australia – Greenhouse Gas Emissions 2

 

 

 

 

Australia – Gender Gaps

 

 

 

 

Australia – Gross Debt to GDP

 

 

 

 

China – Asia

 

 

 

 

China’s Estimated United States Portfolio

 

 

 

 

China – Balance of Payments

 

 

 

 

China – Financial Assets

 

 

 

 

China – Bond Inflows

 

 

 

 

China – Credit Impulse

 

 

 

 

China – Current Account

 

 

 

 

China – Economic Vulnerability to a US Trade War by Province

 

 

 

 

China – Banks RRR and Monetary Base

 

 

 

 

China – US Tariffs – Chinese & Multinational Companies

 

 

 

 

Turkey – Consumer Prices

 

 

 

 

Americas

 

 

 

 
United States – Inflation

 

 

 

 

United States – Bond Inflows and Current Account

 

 

 

 

United States – Bond Inflows and Current Account 2

 

 

 

 

United States – Securities held by Foreigners

 

 

 

 

United States – Current Account decomposed by Region

 

 

 

 

United States – Export contributors

 

 

 

 

United States – Goods Contributions

 

 

 

 

United States – Household financial Assets to Disposable Income

 

 

 

 

United States – Major Interest Rates

 

 

 

United States – Interest Rates & Monetary Policy

 

 

 

 

United States – Total System Leverage

 

 

 

 

United States – Bank Leverage

 

 

 

 

United States – Federal Reserve Liabilities

 

 

 

 

United States – NFP and Unemployment

 

 

 

 

United States – Regional Income Variations

 

 

 

 

United States – Minimum Wages by State

 

 

 

 

United States – Share of Population on Food Stamps by State

 

 

 

 

United States – Income Growth by Decile

 

 

 

 

United States – Components of Income Growth

 

 

 

 

United States – Unemployment

 

 

 

 

United States – Wages & House Prices

 

 

 

 

United States – Spending by Generation

 

 

 

 

United States – The Fab Four Wage Indicators

 

 

 

 

United States – Consolidation of Defence contractors

 

 

 

 

United States – Technology Take up

 

 

 

 

United States – Trust in Information Sources

 

 

 

 

United States – Public Opinion on Marijuana Legalisation

 

 

 

 

Vancouver – Single Family Home Sales

 

 

 

 

Europe

 

 

 

 

 

ECB Balance Sheet

 

 

 

 

Europe – Air Pollution

 

 

 

 

Europe – CO2 Emissions from Passenger Vehicles

 

 

 

 

Eurozone – Core Inflation

 

 

 

 

France – Presidential Approval Descent Trajectories

 

 

 

 

Germany – House PE Ratios by major City 

 

 

 

 

Irish Economic Activity

 

 

 

 

Italian Government Bonds

 

 

 

 

Italian Public Debt

 

 

 

 

Italian 5Yr Default Risk

 

 

 

 

Italian Debt Maturity Horizon

 

 

 

 

Italian Public Deficit

 

 

 

 

Russian US Treasury Holdings

 

 

 

 

Russian use of USD

 

 

 

 

United Kingdom GDP Makeup

 

 

 

 

United Kingdom – Interest Rates 

 

 

 

 

United Kingdom – Average Earnings & Growth

 

 

 

 

Capital Markets

 

 

 

 

 

China – US 10 Yr Spread

 

 

 

 

Balance Sheet Vulnerabilities

 

 

 

 

Banking Exposure to Non Financial Sector

 

 

 

 

Bank Loan to Deposits – Selected Global

 

 

 

 

EM Currencies

 

 

 

 

The evolution of the Major United States Banks

 

 

 

 

Foreign UST Purchases & USD Reserve Growth

 

 

 

 

Negative Yielding Fixed Income

 

 

 

 

The UST Takeoff

 

 

 

 

New Cryptos

 

 

 

 

UST Real Rates

 

 

 

 

The World of Government Debt as a Percentage of GDP

 

 

 

 

3 Month UST to Average 3m United Kingdom, Germany

 

 

 

 

USD/CNY & US-China 1Yr Spread

 

 

 

 

US 10s

 

 

 

 

United States Corporate Debt

 

 

 

 

Commodities

 

 

 

 

Asian Coking Coal Imports

 

 

 

 

European Potato Futures

 

 

 

 

Exchange Copper Stocks

 

 

 

 

Final Energy Demand Composition

 

 

 

 

Copper Supply Demand Outlook

 

 

 

 

Global Oil Production

 

 

 

 

US Oil Production

 

 

 

 

Iran Crude Production

 

 

 

 

Iran Oil Customers

 

 

 

 

Iron Ore Index

 

 

 

 

LNG production

 

 

 

 

Metals & Global Demand with Trade Tensions 

 

 

 

 

Silver Fabrication in Solar

 

 

 

 

Global Macro

 

 

 

 

 

Average Tariffs – Major Economies 2015

 

 

 

 

US & China Manufacturing PMIs

 

 

 

 

Credit to Non Financials – Selected economies

 

 

 

 

Current Account and $10Bbl price rise – Selected Nations

 

 

 

 

Excess Private Debt by Region – 2007 & 2016

 

 

 

 

Exposure to China

 

 

 

 

Quantitative Easing & Backing Vocals

 

 

 

 

Global Manufacturing

 

 

 

 

Global Central Bank Outlook

 

 

 

 

Public Sector Balances

 

 

 

 

Is it Gold or is it Yuan?

 

 

 

 

The Longer they Expand…….

 

 

 

 

Macroprudential Adoption

 

 

OECD House Price Valuations

 

 

 

 

Real Domestic housing Prices – 1900 – 2017…..and its gold, gold, gold for Australia

 

 

 

 

Australia & United States – Labour Market comparison

 

 

 

 

Renewables and Energy Consumption

 

 

 

 

Renewable capacity growth

 

 

 

 

China Abrupt Adjustment Spillovers

 

 

 

 

Trade Flows

 

 

 

 

Protectionism

 

 

 

 

USD denominated debt – Selected Nations

 

 

 

 

England – Out of Pocket childcare Costs – Selected Nations

 

 

 

 

Selected Global – Government Debt to GDP change between 2006 & 2018

 

 

 

 

…and furthermore…

 

 

 

 

Saving CO2

 

 

 

 

Scope for Curbing Emissions …..Buckleys?…..

 

 

 

 

Scope for Effective Anthropogenic Warming Response…Buckleys?…

 

 

 

 

Crypto Offerings

 

 

 

 

Earthquakes

 

 

 

 

Time for El Nino

 

 

 

 

The Limits of GDP

 

 

 

 

Academic Success – The Genetics & the Wealth

 

 

 

 

Causes of Child Death

 

 

 

 

Fast Internet…or not… 

 

 

 

 

Life Expectancy

 

 

 

 

3 kinds of music – most popular words

 

 

 

 

Rating the Strength of Words

 

 

 

 

United States – Kangaroo Ownership Legality

 

Comments

  1. That saving c02 graph is awesome. I might stick it above the office recycling bin to bring a disccussion on about population growth.

  2. Incredible chart pack. Regarding the 500,000 deaths per year from cars in the EU, it is worth remembering that PM 2.5 particulates kill around 3x as many people as road accidents in Australia, yet little is done about the dirty diesels.

    • Not questioning that diesels are dirty, but how do they know? (that PM 2.5 particulates kill 3x as many people as car accidents). Never heard of that on anyone’s death certificate.
      Now I think about it, death by car accident must be pretty rare too.

  3. Thanks for all the charts, they are unbelievable! The house prices one – gold for Australia – is a gem

    I notice that you do them sometimes and not others – is there a routine? The only reason I caught this today is by chance

  4. TailorTrashMEMBER

    Always love your charts Gunna ……..that second last one on the strength of words is interesting …..no mention of ……amaaaazing ……or is that particularly irritating word only used in Straya ……and always said in a nasal tone to describe some totally inane event …….totally amaaaazing !………guess Strayan bogans are easily amaaazed …..

    • I remember when “incredible” used to mean that something is not credible or it is difficult to believe, a term with negative connotations.

      I blame Sunrise for ruining that word.