Weekend Chartfest, November 24-25, 2018
Australia
Housing Finance

Australian house prices v the rest

Australian house prices to income v the rest

Sydney & Melbourne Auction Clearances

Employing Sectors

Consumer Confidence

Housing Sales and Stamp Duty Revenues

Department Store Sales Per Capita

Housing Wealth & Savings Ratio

House Prices & Jobs

Listings – Combined Capital Cities

What Australian Houses are Worth

Labour Costs

Australia & New Zealand – Wage Growth

Population Growth

Real GDP & Per Capita Household Income

Retail Sales & Dwelling prices

Retail Sales

Selected Super Fees on Small Accounts

Trade Balance

Unemployment & Participation

Real Average Earnings per Hour

Wage Growth by Employment Instrument

Wage Growth by Industry

Underemployment & Wages

Wellbeing – Strengths & Weaknesses

What Matters?

Doubling Population

Private sector Wages and Unemployment

Victoria – Underutilisation & Wages

China – Asia
China – African Swine Flu Outbreaks

Japan – BOJ Balance Sheet & Japan GDP

China Credit Growth

China Credit Growth 2

China – Share of World Imports & Exports

China Corn Production (recent, very large, revision)

China Current Account

China Current Account Composition

GDP Contribution and Employment by Sector of Production

China Trade by Country

China Growth Gauges

China Inflation

China Fixed Asset Investment

China – Investment Saving & Current Account to GDP – Final Consumption & Capital Formation to GDP

China – Manufacturing PMI & Exports – Current Account as % of GDP

China – Merchandise Trade Balance and vis USA

China – PPI, CPI & Interest Rates

China – Private Sector Credit to GDP

China – Retail Sales & FAI

Japan CPI

Japan 3Q 2018 GDP

Philippines Inflation

United States
The Trump Administration & New Regulation

U.S. Agricultural Productivity

U.S. Economy – various measures

Auto Sales

United States & Canada – labour participation & gender

Corporate Debt & Household Debt – Two Stories

United States – Recessions & Expansions

Employment outcomes by size of community

Household Energy usage

Equity Markets and Tax Receipts

Financial Conditions & Fiscal Policy

Government Borowing

Hires Quits & Layoffs

Merchandise Deficits over time

Milk Cows

Milk Cows – more or less

NFPs

Thanksgiving gasoline

Europe
ECB purchases of public sector bonds by nation

ECB QE and Portfolio Flows

Next Generation Broadband Access

Euro Butterfat & Milk

Target 2 Assets and Liabilities by Nation

The European diet by nation & the carbon emissions therein

Euro demand in the post GFC era

Euro GDP post the Lehman collapse
Euro Inflation

Euro NPLs

Euro Pensions to GDP

Germany Italy France Spain – Foreign Ownership of Debt

Germany – Core Inflation

Germany – CPI composition

Germany exports

Germany – GDP & the auto sector

Germany GDP composition

Euro households and Euro sovereign debt

Long Term Refinancing by nation

United Kingdom GDP

London & UK House Prices

Great Britain & the 1%

United Kingdom – Veracity Index

Commodities
Asian Metallurgical Coal Imports

Coking Coal per tonne

Thermal Coal

WTI & Brent

Major Oil Consumers

Oil Output – Saudi Arabia, United States & Russia

Iron Ore

Iron Ore 2

Seaborne Iron Ore Imports

Lithium use by product

Central Bank of Russia Gold Reserves (and does Russia have more ‘off book’?)

Capital Markets
Asset Classes & Positive Returns

BBB rated as % of Total Investment Grade

Bubbles

Cash is King

China & US 2Years

Defaults & Distress ratios

Developed Market Corporate Bonds

Emerging Market Risks

Federal Reserve rate and ‘neutral’

Federal Reserve Tightening Cycles

Nations & Debt Sustainability (oh really?)

Global Systemically Important Banks

China – US 1 Yr Spreads

Bid to Cover US 30s

Global Macro
Real GDP Growth, China, US, Europe, Japan

Unit Labor Cost – China, Indonesia, South Korea, Mexico

Billionaires in Asia Pacific

Exports – the biggest for every nation

Chinese FDI into EU

US Tariffs on China – who benefits most?

Confidence in Xi Jinping outside China

Share of Global Exports

Global Home Ownership

Global House Prices

Mobility & Inequality by nation

Rates of Poverty over time

Household Debt to Disposable Income – Australia, Canada, United States, United Kingdom

France & United States – Inequality & Fiscal Redistribution

Developed & Emerging Market Output Gaps

Developed World Incomes, GDP and Government Debt

Real GDP – China, U.S., Japan Europe

Real GDP Growth – China, U.S., Japan, Europe

Real Estate as Household Wealth – China & United States

School Performance & National Productivity?

Population Growth – major developed nations

China – United States Trade – 2017

United States Tariff Measures and responses

Wealth Inequality & 1984

World Exports

…and furthermore…
Mothers Earnings & Children

Estimated Global Nuclear Warheads

United States & Europe – Equipment Spend per military personnel (could not find same chart to current)

OECD Changes to life expectancy since 1970

Quality of Life Measures and impact of industrial revolution

Full Pay Maternity Leave – various nations

United States PhDs by Gender

What we should eat and what we produce
