Boxing Day Chartfest: 26 December 2022
Australia
Mortgage Debt

Interstate Migration

Interstate Migration II

Interstate Migration III

Household Income and Consumption

Net Migration and Working Age Population

Consumer Confidence

CPI

CPI II

Current Account

Australian Couple Families – both parents working and husband only working

Household Savings

Home ownership by age

Housing Prices and Household debt

Housing Finance

Australia & Japan Value of Land as % of GDP

Natural Population Increase

New House sales

Productivity

Real GDP growth

Residential Vacancy rates

Temporary Visa Holders

Trade, Goods and Services

Trade Balance

Americas
US & Canada Population

Canada Health care wait times

Colombia – Balance of Payments

US Inflation

US Wages

US wages II

US wages III

US Alzheimer’s

US Battery Storage

US & Canada – disposable income and house prices

US Corn Exports

US GDP and Production Capacity

US electricity generation

US Net Farm Income

US Home build cancellations

US Home sales

US Household – children & home alone

US household net to GDP

US House Price Index – major metro

US New home Mortgages to Median household income

US mortgages on median priced home to median income

US services inflation & unemployment

US Jet fuel consumption

US Jobs

US Jobs by sector

US moving home

US participation rate – men and women

US inflation and real Fed funds rate

US services inflation

US wheat

US wind farms

Asia
Asia Energy source – northern summer 2022

Asia financial reserves

Asia financial reserves II

Asia financial reserves III

Bank of Japan 10s

China trade balance with Africa

China aluminium

China business confidence

China electricity – clean and coal

China – SOE’s and revenues

China credit

China current account

China cyber security market

China floor space and consumer confidence

China goods

China goods II

China new homes

China iron ore imports

China Korea Taiwan exports

China LNG tankers

China mortgage rates

China oil and gas imports

China passenger transportation

China power generation

China rapeseed imports

China real GDP

China real retail sales

China current account

China trade balance

China EVs

Japan BoP

Japan land prices

Kazakhstan Inflation

China state banks – net foreign assets

South Korea – exports to China

Vietnam electricity generation

China wealth share

China wealth share II

China semiconductors

Europe
Bundesbank Euro positioning

Car exports to Russia

EU energy prices

EU Nation Budget stance

EU incomes

EU incomes II

EU mortgage exposures

EU gas demand

EU gas cutbacks

EU energy shortage risk

EU housing cost

EU gas – Russia and LNG

EU LNG imports

EU manufacturing production

EU major state backed loans

Exports to Russia

Exports to Russia II

France electricity exports

France debt to GDP

Germany electricity

German Houses

Germany mortgages

Germany trade balance

Hungary inflation

Ireland GDP and household consumption

EU LNG import capacity

Germany nominal and real incomes

Poland inflation

Holland house prices

Russian budget

Russia current account

Russia car sales

Russia fertility

Russian oil

Russian oil – tankers carrying

Russia oil and gas revenues

Serbia inflation

Sweden GDP and consumption

Sweden Riksbank rate hiking cycles

UK business investment

UK debt problems

UK baseload electricity

UK household energy bills

UK train prices

UK Gilts and the Bank of England

UK house prices

UK house prices II

UK CPI

UK investment

UK fixed rate mortgages and the next few years

UK nurses and average earnings

Ukraine monthly balance of payments

UK real wages

UK strikes

EU energy consumption

Global Macro
OECD Tax to GDP

Angola & Nigeria Oil production

Average real wages G20

Car production

Central Banks and rate hikes

Central Banks and rate hikes II

Central banks and bullion

China – US freight rates and global inflation

Germany exports to China

Greenhouse Gas by region

Global core inflation

Effects of US financial shock – major economies

Advanced economy recession expectation

G7 economies

G7 inflation

OECD – energy spend on end use

Governance risks and mineral supplies

Africa – grants and official assistance to GDP

OECD consumption expenditure growth

Emerging G20 growth

BoE and US Fed assets

OECD potential growth

Europe energy shortage risk

OECD labour market tightness

Major global gas and electricity prices

OECD Growth projections

OECD variable rate mortgages

OECD inflation

OECD inflation II

OECD growth

OECD real wages

OECD pandemic school closures

OECD 60 hour weeks

Global Population

US recession expectation

Global renewable energy

Global renewable energy II

Africa renewable energy

Richest billionaires by nation

Tax to GDP

Global share of budget deficits

Capital Markets
Impact of FTX collapse

World debt servicing

Developing world default risk

ECB balance sheet

Emerging currency flows

Emerging market USD issues

Global liquidity and the S&P500

UST holders, major nations

UST holders, major nations II

Major Central Bank rates

Exposure to pension funds

Public debt

Expectations of the US Federal Reserve

Rate Hikes by major Central Banks

S&P 500 bear markets

Speculative positions major currencies

US 2-10s

USD appreciation factors

External Non US USD denominated debt

Worlds biggest Hedge funds

World Yield Curve…

Commodities
Crude 2022

Barley exports

Biofuels

Brent

Rapeseed/Canola Production

Clean energy metals

Coal Mining

Copper Concentrate smelting

Rigs drilling for oil and gas – United States

Electricity generation by source and region

Fossil Fuel and Clean Energy employment

EU and China LNG movement

EU LNG imports

EU electricity generation sources 2021-2022

Food inflation by nation

Global Petroleum liquids

Lentil stocks

Lithium

LNG and Fertilisers

Major LNG imports

Thermal Coal by Sea

Silver to Money

Sunflower seed production

Thermal Coal price

Thermal coal importers

Russia Ukraine war – selected commodity impacts

Australian coal producers

…and furthermore…
AI Research

Chocolate and Nobel Prizes

Sustainable Investing in the US

Big Finance and Fossil Fuels

Where our food originates

CO2 Fossil Fuel emissions by region

Greenhouse gas emissions and our food

Millionaire Migration

Pathways to net zero

Global population density

Reasons to sell

Smartphones and cameras

Smokers

Tech layoffs

Top Universities

Share of Ukraine refugees

Wellbeing drivers

Cost of World Cups
