Chartfest 23-24 February 2019

 

AUSTRALIA

 

5 Eyes Part Time Employment

 

Australia CPI

Housing Wealth and Consumption

Residential Rents

NSW & Vic, wages & unemployment

 

Australian coal export destinations

 

Australian Commodity Exports

 

Australian House Prices

 

Australian Housing Finance

 

Australian Renewable Energy

 

Australian Services & Manufacturing

 

Australian Short Term Arrivals

 

Australia Trade Balance

 

RBA & Unemployment

 

Market Pricing & the RBA

 

Australian Real Estate Prices and Mortgage Rates

 

ASIA & CHINA

 

Asian Banking Growth

 

China Demographics

 

China Bad Loans

China Government Corporate Bond Spreads

China Home Prices

 

China New Loans

 

China Population

China Property Prices and Real Estate Credit

 

China Trade Balance

 

Japan Exports

 

South Korea Unemployment

 

Turkey Balance of Payments

 

UNITED STATES & AMERICAS

 

US Fed – Balance Sheet & Who is Buying

 

United States – Net Interest to GDP

 

United States – Private Debt

 

United States Corporates – Profits & Taxes

 

US Pharmaceuticals & Medicines Trade Balance …to be sure, to be sure…

 

United States – Most & Least Trusted Professions

 

United States – Childless Women by Age

 

United States – Pre Tax Profits by Employee in selected locations

 

United States – Pre Tax Profits by Employee & Taxation Domicile

 

United States – CPI

 

United States – Bachelor Degree at 22, 23, & 24 by Gender

 

 

United States – College Graduation by Gender

 

US FDI – Reinvested or Dividends

 

US Fed – Balance Sheet & Assets

 

United States – Federal Health Spend

 

United States – Top Income Tax Rate

 

United States – Jobless Claims 

 

United States – Unemployed and Openings

 

United States – Non Farm Payrolls

 

United States – Problem Banks

 

United States – Retail Sales

 

Venezuela – GDP Collapse with Historical GDP Collapses

 

EUROPE

 

Europe – Debt to GDP, Selected Nations

 

ECB – Net Interest Income from its QE Portfolio

 

Eurozone – GDP & Composite PMI

 

Real GDP – Major Euro Nations

 

Europe – Government Debt to GDP

 

Europe – Selected Industrial Production

 

Europe – Option Implied Inflation Probabilities

 

Eurozone – Negotiated Wages

 

Eurozone – Car Registrations

 

Eurozone – National Fiscal Settings

 

France – 2018-19 Budget, Household Income & Gillets Jaunes

 

France – Unemployment 

 

Germany – Real GDP

 

Germany – Manufacturing & Services PMI

 

Italy & Eurozone – Real GDP

 

Italy – GDP

 

Italy – Germany 10 Yr Spread

 

Sweden – Policy Rate and Core Inflation

 

Russia – Policy Rate and Inflation

 

Switzerland – Trade Balance

United Kingdom – GDP & PMI

 

CAPITAL MARKETS

 

Australian 10s

 

International Monetary System – Major Currencies

 

DJIA – 1937 & 2018

 

Major Global Bad Loan Ratios

 

Global Debt

 

Japan 30s

 

Global Negative Yielding Debt

 

OECD Sovereign Borrowing

 

Major Global Central Banks – QE Holdings

 

United States – Loans & Debt Securities

 

UST Yield Curve 

 

COMMODITIES

 

Copper

 

Asian refineries

 

China GDP & Oil, LNG Imports and Refined Products Exports

 

China Iron Ore Imports

Copper Global Growth and Output

 

Gold 

 

Crude Imports

 

Coal – Newcastle Prices & Exports to China

 

Palladium

 

Gasoline Margins

 

Thermal Coal & LNG

 

Thermal Coal & LNG Supply

 

World Gold Holdings

 

GLOBAL MACRO

 

Baltic Dry

 

Global Budget Positioning 

 

Global Central Bank GDP Outlooks

 

Emerging World Real Interest Rates

 

Labour Productivity – Selected OECD

 

The Potential Implications of a US – China Trade deal

 

…AND FURTHERMORE…

 

Amazon Profits & Tax Payments

 

El Nino – La Nina

 

Energy Source Materials

 

US Ethanol to China Sans Tariff

 

Gender and Ad Testing

 

CO2 Emissions – Up and Down 2017

 

Inherited Wealth by Continent

 

Distance from Maccas – United States

 

Major Bunker Ports

 

Mass of Living Things

 

Median Age by Continent

 

Ozone

Perception of Transgender Rights

 

…and a Sunday morning Video…..

 

Australia – A Coming Financial Crisis?

(H/T Stomper)

Got emailed this this morning, a very good doco

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

  1. Can I ask where the ‘Wealth Effects by Consumption Category’ chart came from, and is it saying that as house prices go up the people selling them are more likely to buy an expensive car?

    Also that last chart, is that telling us that the rest of the world doesnt have year long debates about recognising LGBT rights? – I didnt have a problem with making sure or LGBT crowd had whatever rights they like, but thought 18 months of parliament time a bit excessive.

    • @Mechanic

      The wealth effects chart was doing the rounds on twitter last week. It was brought out by Alexandra Heath of the RBA at a presentation (not sure where). You got some expensive cars going cheap?

    • Not to demure from their plight it’s important to them, but it wasn’t about LBGT….. they were just the next minority champing to be stirred up & used as a sideshow distraction so larger problems could be kept out of the spotlight for as long as possible.

  2. Australia has problems in all directions.
    The Iron Ore price and demand may be the next to take a dip