Chartfest 2-3 July, 2022

Australia

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Austender Data  – Morrison Government era Outlays to Public Sector Labour Hire, Recruitment, Management ‘advisory’ companies

 

Asia

 

 

China Credit Demand

 

 

 

Americas

Canada Inflation

 

 

Absolute Income Gains – US

 

 

 

 

 

Europe

 

 

Czech Inflation

 

Irish Population Growth and Housing Stock increases by County

 

 

 

 

Euro Gas (is becoming profoundly important)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Ukrainian Refugee populations

 

 

Capital Markets

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commodities

 

 

 

 

 

SE Asia Commodities

 

 

 

 

Global Macro

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

…and furthermore…

 

 

 

 

 

Comments

  1. boomengineeringMEMBER

    Big number for men’s death by suicide. Some would have been close to death from those other causes.
    Voluntary euthanasia/suicide for me on my 120th birthday by swimming out to sea.

    • My wife has given me permission on my 114th birthday to entertain myself, at the brothel of my choosing, until my ticker gives out.
      Is that considered to be an exotic erotic way to top one’s self ?

    • cZ0mzqFILC8zoVHq

      Better to go peacefully, in your sleep; not screaming in terror like the passengers in your car . . .

      • boomengineeringMEMBER

        Any of the above, or anyway at all, is better than the feared nursing home.

        • I’m with you there, my mum ended her days in a nursing home, what a terrible way to go!
          Dementia with one stroke, two heart attacks and gangrene before her ticker finally stopped.
          I didn’t even visit for the last two months because I just couldn’t stand the place, well the real reason was that Mum had specifically asked me to “take care of things” if ever it came time to “take care of things”. Yet when the day came I lacked the courage and conviction to do the only thing that thing that Mum ever really asked me to do.
          I don’t intend to make the same mistake.

    • MathiasMEMBER

      I believe the aboriginals say, ” All our life is a story “. Might have to write a book on it someday.

  2. Muttafukaburrasaurus.MEMBER

    Thanks for the charts.
    Interesting divergence of state responses to stave off drowning in the toxic debt laterine.
    NSW- land tax
    VIC -sell roads
    QLD -up royalties from coal
    Which has messed itself after a brief touch of
    Recessionary foreplay?

  3. So south east Asia has more economic growth and less fear of Russia. It just must be a coincidence surely?

  4. PalimpsestMEMBER

    Funding for innovation has dropped. At a meeting this past week met a very competent young lady that had a well thought out renewable energy venture. All her funding was cut off a couple of months ago. Back working for a wage (despite election result).
    Biotech taking a downturn:
    https://www.dropbox.com/s/unbbcrtb2tfo3vx/GlobalBiotechMay22.png?dl=0

    Who knew that success could kill BTC? That the higher compute cost might make mining too expensive:
    https://www.dropbox.com/s/carbg7spmjqxxbl/BTCEnergy.png?dl=0

    And a small upturn in the historical chart is meant to be good news for holiday jobs. Back in my day almost anyone could get a summer job.
    https://www.dropbox.com/s/7s8nq3fwcgb0jmb/USTeenSummerJobs21.png?dl=0

    • PalimpsestMEMBER

      Re: the hypothesis that inventory demand will over correct – from WSJ:
      https://www.wsj.com/articles/micron-foretells-a-rough-chip-patch-ahead-11656691836?mod=hp_minor_pos20

      “But only Micron has quantified it so far. The company projected about $7.2 billion in revenue for the fourth quarter ending in August. That was 21% below what Wall Street had been expecting and will also mark the company’s first year-over-year decline in more than two years. Micron pointed to the weakening PC and smartphone markets as the main culprits for the bum outlook. ……….
      While growing use of cloud services keeps demand for data-center chips high, PCs and smartphones are two of the chip industry’s largest end markets. Micron’s share price fell nearly 3% by Friday’s close. Intel and Advanced Micro Devices, which still derive the majority of their revenue from PC processors, dropped 3% and 4% respectively. Wireless-device chipmakers Broadcom, Qualcomm, Qorvo and Skyworks also averaged 2% share-price declines by Friday’s close. Most of the aforementioned will be reporting results for the June quarter later this month. ………..
      That has a cost for others, though: Micron said Thursday that capital spending on production equipment for its fiscal year ending next August will now be lower than the current year. Chip-equipment makers Applied Materials, ASML, KLA and Lam Research saw their stocks sink an average of 6% by Friday’s close. Robert Maire of Semiconductor Advisors noted that “when chip companies catch a cold, the equipment companies get pneumonia.” “

  5. MathiasMEMBER

    Kworr … Chart pr0n … -devlish grin- … ibiddy ibiddy.

    We like our chart pr0n.

  6. Just gotta plonk this in here …

    ‘Cryptoqueen’ accused of $US4 billion OneCoin fraud added to FBI’s most-wanted list

    https://www.abc.net.au/news/2022-07-01/onecoin-cryptoqueen-ruja-ignatova-on-fbi-most-wanted-list/101199868

    Smells like the Free[tm] Banking Period… Tastes like the Free[tm] Banking Period… ZOMG … it is the Digital Frictionless Free[tm] Banking Period ….

    The best bit is the heavy PR Bernays ideological sauce of “freedoms and liberties” ringing in the utopia of ending poverty and riches for all in a reality governed by rational agents[tm] finding price in a completely deregulated market … You really have to be trying hard to make CBs and Financial centers look good in comparison …. wowzers …