Weekend Chartfest, November 24-25, 2018

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Australia

Housing Finance

Australian house prices v the rest

Australian house prices to income v the rest

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Sydney & Melbourne Auction Clearances

Employing Sectors

Consumer Confidence

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Housing Sales and Stamp Duty Revenues

Department Store Sales Per Capita

Housing Wealth & Savings Ratio

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House Prices & Jobs

Listings – Combined Capital Cities

What Australian Houses are Worth

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Labour Costs

Australia & New Zealand – Wage Growth

Population Growth

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Real GDP & Per Capita Household Income

Retail Sales & Dwelling prices

Retail Sales

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Selected Super Fees on Small Accounts

Trade Balance

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Unemployment & Participation

Real Average Earnings per Hour

Wage Growth by Employment Instrument

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Wage Growth by Industry

Underemployment & Wages

Wellbeing – Strengths & Weaknesses

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What Matters?

Doubling Population

Private sector Wages and Unemployment

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Victoria – Underutilisation & Wages

China – Asia

China – African Swine Flu Outbreaks

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Japan – BOJ Balance Sheet & Japan GDP

China Credit Growth 

China Credit Growth 2

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China – Share of World Imports & Exports

China Corn Production (recent, very large, revision)

China Current Account

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China Current Account Composition

GDP Contribution and Employment by Sector of Production

China Trade by Country

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China Growth Gauges

China Inflation

China Fixed Asset Investment

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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

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China – PPI, CPI & Interest Rates

China – Private Sector Credit to GDP

China – Retail Sales & FAI

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Japan CPI

Japan 3Q 2018 GDP

Philippines Inflation

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United States

The Trump Administration & New Regulation

U.S. Agricultural Productivity

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U.S. Economy – various measures

Auto Sales

United States & Canada – labour participation & gender

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Corporate Debt & Household Debt – Two Stories

United States – Recessions & Expansions

Employment outcomes by size of community

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Household Energy usage

Equity Markets and Tax Receipts

Financial Conditions & Fiscal Policy

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Government Borowing

Hires Quits & Layoffs

Merchandise Deficits over time

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Milk Cows

Milk Cows – more or less

NFPs

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Thanksgiving gasoline

Europe

ECB purchases of public sector bonds by nation

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ECB QE and Portfolio Flows

Next Generation Broadband Access

Euro Butterfat & Milk

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Target 2 Assets and Liabilities by Nation

The European diet by nation & the carbon emissions therein 

Euro demand in the post GFC era

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Euro GDP post the Lehman collapse

Euro Inflation

Euro NPLs

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Euro Pensions to GDP

Germany Italy France Spain – Foreign Ownership of Debt

Germany – Core Inflation

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Germany – CPI composition

Germany exports

Germany – GDP & the auto sector

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Germany GDP composition

Euro households and Euro sovereign debt

Long Term Refinancing by nation

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United Kingdom GDP

London & UK House Prices

Great Britain & the 1%

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United Kingdom – Veracity Index

Commodities

Asian Metallurgical Coal Imports

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Coking Coal per tonne

Thermal Coal

WTI & Brent

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Major Oil Consumers

Oil Output – Saudi Arabia, United States & Russia

Iron Ore

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Iron Ore 2

Seaborne Iron Ore Imports

Lithium use by product

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

Capital Markets

Asset Classes & Positive Returns

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BBB rated as % of Total Investment Grade

Bubbles

Cash is King

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China & US 2Years

Defaults & Distress ratios

Developed Market Corporate Bonds

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Emerging Market Risks

Federal Reserve rate and ‘neutral’ 

Federal Reserve Tightening Cycles

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Nations & Debt Sustainability (oh really?)

Global Systemically Important Banks

China – US 1 Yr Spreads

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Bid to Cover US 30s

Global Macro

Real GDP Growth, China, US, Europe, Japan

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

Billionaires in Asia Pacific

Exports – the biggest for every nation

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Chinese FDI into EU

US Tariffs on China – who benefits most?

Confidence in Xi Jinping outside China

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Share of Global Exports

Global Home Ownership

Global House Prices

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Mobility & Inequality by nation

Rates of Poverty over time

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

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France & United States – Inequality & Fiscal Redistribution

Developed & Emerging Market Output Gaps

Developed World Incomes, GDP and Government Debt

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Real GDP – China, U.S., Japan Europe

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

Real Estate as Household Wealth – China & United States

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School Performance & National Productivity?

Population Growth – major developed nations

China – United States Trade – 2017

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United States Tariff Measures and responses 

Wealth Inequality & 1984

World Exports

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…and furthermore…

Mothers Earnings & Children

Estimated Global Nuclear Warheads 

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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

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Full Pay Maternity Leave – various nations

United States PhDs by Gender

What we should eat and what we produce

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