Boxing Day Chartfest: 26 December 2022

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Australia

Mortgage Debt

Interstate Migration

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Interstate Migration II

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Interstate Migration III

Household Income and Consumption

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Net Migration and Working Age Population

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Consumer Confidence

CPI

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CPI II

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Current Account

Australian Couple Families – both parents working and husband only working

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Household Savings

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Home ownership by age

Housing Prices and Household debt

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Housing Finance

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Australia & Japan Value of Land as % of GDP

Natural Population Increase

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New House sales

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Productivity

Real GDP growth

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Residential Vacancy rates

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Temporary Visa Holders

Trade, Goods and Services

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Trade Balance

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Americas

US & Canada Population

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Canada Health care wait times

Colombia – Balance of Payments

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US Inflation

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US Wages

US wages II

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US wages III

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US Alzheimer’s

US Battery Storage

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US & Canada – disposable income and house prices

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US Corn Exports

US GDP and Production Capacity

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US electricity generation

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US Net Farm Income

US Home build cancellations 

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US Home sales

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US Household – children & home alone

US household net to GDP

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US House Price Index – major metro

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US New home Mortgages to Median household income 

US mortgages on median priced home to median income

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US services inflation & unemployment

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US Jet fuel consumption

US Jobs

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US Jobs by sector

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US moving home

US participation rate – men and women

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US inflation and real Fed funds rate

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US services inflation

US wheat

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US wind farms

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Asia 

Asia Energy source – northern summer 2022

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Asia financial reserves

Asia financial reserves II

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Asia financial reserves III

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Bank of Japan 10s

China trade balance with Africa

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China aluminium

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China business confidence

China electricity – clean and coal

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China – SOE’s and revenues

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China credit

China current account

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China cyber security market

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China floor space and consumer confidence

China goods

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China goods II

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China new homes

China iron ore imports

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China Korea Taiwan exports

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China LNG tankers

China mortgage rates

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China oil and gas imports

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China passenger transportation

China power generation

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China rapeseed imports

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China real GDP

China real retail sales

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China current account

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China trade balance

China EVs

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Japan BoP

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Japan land prices

Kazakhstan Inflation

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China state banks – net foreign assets

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South Korea – exports to China

Vietnam electricity generation

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China wealth share

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China wealth share II

China semiconductors

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Europe

Bundesbank Euro positioning

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Car exports to Russia 

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EU energy prices

EU Nation Budget stance

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EU incomes

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EU incomes II

EU mortgage exposures

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EU gas demand

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EU gas cutbacks

EU energy shortage risk

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EU housing cost

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EU gas – Russia and LNG

EU LNG imports

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EU manufacturing production

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EU major state backed loans

Exports to Russia

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Exports to Russia II

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France electricity exports

France debt to GDP

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Germany electricity

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German Houses

Germany mortgages

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Germany trade balance

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Hungary inflation

Ireland GDP and household consumption

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EU LNG import capacity

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Germany nominal and real incomes

Poland inflation

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Holland house prices

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Russian budget

Russia current account

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Russia car sales

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Russia fertility

Russian oil

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Russian oil – tankers carrying

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Russia oil and gas revenues

Serbia inflation

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Sweden GDP and consumption

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Sweden Riksbank rate hiking cycles 

UK business investment

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UK debt problems

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UK baseload electricity

UK household energy bills

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UK train prices

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UK Gilts and the Bank of England

UK house prices

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UK house prices II

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UK CPI

UK investment

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UK fixed rate mortgages and the next few years

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UK nurses and average earnings

Ukraine monthly balance of payments

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UK real wages

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UK strikes

EU energy consumption

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Global Macro

OECD Tax to GDP

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Angola & Nigeria Oil production

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Average real wages G20

Car production

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Central Banks and rate hikes

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Central Banks and rate hikes II

Central banks and bullion

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China – US freight rates and global inflation

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Germany exports to China

Greenhouse Gas by region

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Global core inflation

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Effects of US financial shock – major economies

Advanced economy recession expectation

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G7 economies

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G7 inflation

OECD – energy spend on end use

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Governance risks and mineral supplies

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Africa – grants and official assistance to GDP

OECD consumption expenditure growth

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Emerging G20 growth

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BoE and US Fed assets

OECD potential growth

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Europe energy shortage risk

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OECD labour market tightness

Major global gas and electricity prices

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OECD Growth projections

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OECD variable rate mortgages

OECD inflation

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OECD inflation II

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OECD growth

OECD real wages

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OECD pandemic school closures

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OECD 60 hour weeks

Global Population

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US recession expectation

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Global renewable energy 

Global renewable energy II

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Africa renewable energy

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Richest billionaires by nation

Tax to GDP

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Global share of budget deficits

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Capital Markets

Impact of FTX collapse

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World debt servicing

Developing world default risk

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ECB balance sheet

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Emerging currency flows

Emerging market USD issues

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Global liquidity and the S&P500

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UST holders, major nations

UST holders, major nations II

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Major Central Bank rates

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Exposure to pension funds

Public debt

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Expectations of the US Federal Reserve

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Rate Hikes by major Central Banks

S&P 500 bear markets

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Speculative positions major currencies

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US 2-10s

USD appreciation factors

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External Non US USD denominated debt

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Worlds biggest Hedge funds

World Yield Curve…

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Commodities

Crude 2022

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Barley exports 

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Biofuels

Brent 

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Rapeseed/Canola Production

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Clean energy metals

Coal Mining

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Copper Concentrate smelting

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Rigs drilling for oil and gas – United States

Electricity generation by source and region

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Fossil Fuel and Clean Energy employment

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EU and China LNG movement

EU LNG imports 

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EU electricity generation sources 2021-2022

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Food inflation by nation

Global Petroleum liquids

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Lentil stocks

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Lithium

LNG and Fertilisers

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Major LNG imports

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Thermal Coal by Sea

Silver to Money

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Sunflower seed production

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Thermal Coal price

Thermal coal importers

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Russia Ukraine war – selected commodity impacts

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Australian coal producers

…and furthermore…

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AI Research

Chocolate and Nobel Prizes

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Sustainable Investing in the US

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Big Finance and Fossil Fuels

Where our food originates

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CO2 Fossil Fuel emissions by region

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Greenhouse gas emissions and our food

Millionaire Migration

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Pathways to net zero

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Global population density

Reasons to sell

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Smartphones and cameras

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Smokers

Tech layoffs

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Top Universities

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Share of Ukraine refugees

Wellbeing drivers

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Cost of World Cups

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