Chartfest: 1 August 2021

Americas – US

Central America Unemployment

US Dollar and US Twin Deficits

Fed Fund Futures

 

S&P Sectors and Industries – July 2021

 

US Population Demographics

 

US Employment & Earnings by Sector 2019 – 2020

US 15 Year Fixed Rate Mortgages

US Core Capex

US Carbon Capture Projects

 

US Coal Mines

 

US Community Solar

 

US Consumer Rates/Corporate Bonds

 

US CPI factors

 

US Employment by Industry

 

US Equity Market Owners

 

US Firearm Homicides

 

US GDP – out of recessions

US GDP (real) post WW2

 

US Federal Debt and Costs

 

US Home Prices & Inflation

 

US Home Insecurity

US Illegal Immigration

US Wealth by income quintile

US Incomes and Inflation – 2021

US  Inflation Expectations

 

US Jobs postings – Covid era

 

US Life Expectancy at birth

US Margin debt/disposable income

 

US mortality – 2014-2018

US Office Utilisation

 

US Private debt

US Public Investment

 

US Renewables

 

US working age retirements

US Wages by sector

 

US Racial Diversity

 

 

GLOBAL MACRO

 

Military in Africa (non African)

 

Aggregate debt – major global

 

Major global electricity consumption and Bitcoin generation

Carbon Footprint – Imports and Exports

 

Carbon Intensity Region and Source

 

Suez Canal Tonnage

 

China & US – Bigger Trade Partner, 2000 & 2020

 

 

 

Clean Energy Minerals Suppliers

 

Container Shipping Rates

 

Corporate Tax Rates – Major Global

 

Corporate Tax Rates – Major Global 2

 

GDP Per Person – Selected African

 

China v US v EU – Dominant trading partner

 

China – US – Japan – Share of Global Manufacturing

 

World Trade and Industrial Production (the apogee of NeoLiberalism)

 

Global House Prices

Labour Productivity

Lending to Wealthiest – US

 

Monetary Zones

 

Major Global Interest Expenses to GDP 

 

Output Gaps – Selected Global

 

Phantom FDI

 

Most Indebted

 

Public Property

 

Selected Real House Prices

 

Container Shipping

 

Wealth of top 0.00001%

 

Global Covid Vaccine doses

 

Wealth Inequality

 

World Power Generation

 

Youth Unemployment – Major Global

 

ASIA – CHINA

 

Taiwan Exports

 

India – Monthly Trade

 

India Selected Measures

 

China – Firm Ownership

 

China – Steel Output

 

China – Domestic Coal Prices

 

China – Net Copper Imports

 

China Gold Imports & Exports

 

China Hog Prices

 

China Pork Imports and Hog Prices

 

China Meat Imports

 

Asia – China Forex Reserves

 

Evergrande Shares

 

Evergrande Debt

 

Cherry Blossom Dates – Japan

 

Asia – Emissions targets

 

Asia Coal Imports

 

Afghanistan Opium

 

 

 

Asia and New Technologies

 

EUROPE – UK

 

ECB QE & EU Government Debt

 

Extra EU Exports

 

EU Household debt

 

EU Climate & Transport

 

EU Demographics

 

EU – Brexit

 

EU Public Service Costs

 

Eurozone Inflation

 

France Inflation

 

Germany Jobs

 

Germany 10s Real Yields

 

Germany CPI

 

Germany CPI2

 

Germany – Negative Rates

 

Germany New Jobs

 

Luxembourg Multinationals

 

Maastricht 12 – Interest Rates and Debt

 

Russia National Welfare Fund

 

Russian Firms – Environmental trust

 

House Prices – Selected Euro

 

UK Interest Rates

 

AUSTRALIA – OCEANIA

Effective Tax Implications of Pension Assets

 

Australia – Major Commodity Export Forecasts

 

Great Barrier Reef – Coral Death

 

Australia – Taxes on Incomes and Companies

 

 

 

New Zealand – Net Immigration

 

Australia – Dwelling Approvals

 

Australia Electricity Generation

 

Australia Domestic Gas Prices

 

 

Australia Mortgage Sizes

 

Australia Housing Pipeline

 

 

Australian Land Values

 

 

Australia Low Emissions Projects

 

Australia – Dwelling Construction and Population Growth

 

Australia – Covid Vaccine Enthusiasm

 

Australia Unemployment Welfare

 

RBA – Wages Forecasts…..0/10 for a decade

CAPITAL MARKETS

 

Debt Markets

 

Big 3 Central Bank Security Purchases

 

Major Global Central Banks Government Security Purchases and Rates

 

US Fed Buys

 

Global Bonds – Public and Corporate

 

Global Bonds – Government

 

Selected Government Yields July 2021

 

Government Debt to GDP

 

 

Net Dollar Positioning

 

Central Bank Balances and GDP

 

Cash Payments and Banknotes – UK

 

S&P 500 by sector over time

UK Gilt Maturity

 

US 10s Real

 

US Dollar as Global Reserve

 

Junk Bonds and CPI

 

US M2 and Inflation

 

 

FOMC Trading – US Fed

 

COMMODITIES

 

Base Metals

 

Carbon Tax implications – selected ores and metals

 

 

Copper Output

 

Crude Reservoirs

 

National Crude Reserves

 

Energy Transition Related Metals

 

Oil and Natural Gas – Big 3 Producers – US, Russia, Saudi Arabia

 

 

Oil Gas & Coal

 

Refining Margins

 

US LNG Exports

 

…and furthermore…

 

Covid19 Searches

 

Unmapped Sea Floor

 

Cannabis Legislation

 

Global Jewish Population

 

The end of Internal Combustion Engines

 

Human Energy Evolution

 

Cousin Marriages by Percentage 

 

 

Automotive Energy Transmission 

 

 

Financial Bubble Peaks

 

Grape Harvests in Beaune

 

A Summer Day in Greenland

 

Ciggies and Lung Cancer

 

 

 

Celtic Languages

 

Car Colours and Production Years

 

 

Comments

  1. reusachtigeMEMBER

    If only that Gunnamatta bloke was still around. He used to have some half decent charts!

    • The far right moron luvvy hijack club

      His mortal body was encased in quartz after that article he wrote about stranded Australians, when his employers became aware that someone in their midst was commenting on things in such a way as to create consternation in the public domain. He will free himself for the day of reckoning, leading the mists of time itself.

      It is said his spirit walks the halls of power, silently passing wind at meetings and press conferences, and wreaking a playful havoc with autocues and documentation, and the image files of emails and mobile phones. When Prime Minister Morrison’s prompter failed in the Thursday Presser Ms Berejiklian proposed a mass incantation to guard against him.

      • Its interesting you note that. There are definite reports that the individual reportedly mowing the lawns for a Mrs Melania Trump is Australian and ‘works in mysterious ways’ and that she has already informed the Donald that ‘size may not be everything, but it shouldnt be discounted where it is obvious either.’

      • People were keeping their face masks on to go to meetings with the PM, on good authority that he has trouble holding it in when nervous or disappointed. Go Gunna!

  2. TailorTrashMEMBER

    When a chap goes to deep cover best we don’t comment too much on where he might be …..all very hush hush you see ……let him do his work quietly ….very necessary for the right functioning of things

    Righto…….as you were ….
    M

  3. I made it about half way before it got too depressing

    Of all the problems we could have overreacted to , we chose the boomer remover?

    Why

  4. Wow, thats the biggest chart pack I have ever seen man. Thank you!

    Theres a lot to think about there. But can someone please tell me.

    Is that chart 8 from the bottom ‘Cousin marriages’ saying that more than half the marriages in Pakistan, Afghanistan, Yemen and two places in Africa I cant even identify without an atlas are between cousins?

  5. Who needs nuclear weapons when you can kill the population by releasing a virus and leave the worlds wealth intact.

    • The Travelling Phantom

      ➕100 they are very informative with huge diversity.
      Diversity is our knowledge strength

  6. Great charts, thanks. The most pertinent one of course being the BP statistical Review of global energy, as without energy (or without the year-on-year increasing energy we’ve enjoyed for the last 150 years), in particular FFs, none of the other charts would present the way they do – but interesting that this chart shows oil, coal and gas all turning down about now, which is what other reports have also indicated – that FFs have peaked, or oil and coal have.

    So 2022 may be the first year in which the world actually uses less FFs, which would be a first for at least 150 years.

    We live in interesting times. I wonder if the relevance of this has really sunk in with the PTB as it would seem to indicate that the world’s addiction to growth may be curtailed going forward…..

    Even the cousin-marrying chart may change as more people are forced to stay put as we head on back to the middle ages….