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

 

 

 

Gunnamatta

Business Journo in Russia and the Middle East. Anarcho-syndicalist, wine lover, poet, and general all round punter. Currently coming to terms with Australian morning TV and commercial network news.........

Comments

    • boomengineeringMEMBER

      What do you know about too much casein in the diet affecting Asperger’s. In my case as a bodybuilder/power lifter had 12 pints of milk (16 once) per day with pure casein to boot.

      • https://en.wikipedia.org/wiki/Casein

        I was also into bodybuilding and had all the supps including casein, and mixed my own amino acids into stuff.

        I did months of reading on and off all about diets and never came across anything about aspergers. The above wikipedia says there is little evidence for casein affecting apergers.

        I had no effect from the ton of diet and supp stuff i had other than gaining a fair bit of strength, but also gaining fat from excess calories. It would take me a lot of time/effort/dieting to lose the fat. I got sick of that cycle.

        Now i just do weight stuff if i have a thick steak or lump of chicken for tea (i do gym around 10pm), or cardio otherwise.

        Still get pretty pumped and buff without any supps or special diet at all, though i do more lighter reps in the 20ish range, and 100 wide-grip pullups (3 sets of 30-35).

      • It is a general theory that foods that cause inflammation also inflame the brain.

        I occasionally suffer from inflammation (including last few weeks) and notice it also affects my ability to think and socialise. I also notice something similar when I am in the earlier part of my weight training cycles when volumes is higher (more damage to muscles).

      • Going to do more weights tonight.
        Laying off the 3km treadmill runs for a few weeks until internally inflamed left foot gets better.

  1. This is worth thinking about. Saturday morning (we work saturday mornings until 2PM), I get in, see a MacroBusiness chartfest which I really enjoy. One of the boys rigs up something on the computer so that instead of our usual advertising coming through on the advertising flatscreen we are running an endless loop of random MacroBusinss chartfest charts, 5 seconds a pop.

    We have had maybe 80-90 people in. I reckon nearly every last one has commented to me on where I got the charts from – and all those Australian housing charts have people quite literally stop and watch for a few minutes at least. Amazing how many people stop and chat about it! An evrybody is really interested!