Gunnamatta

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Weekend Links, 4-5 January, 2020

Golden Summer, Clarendon, John Olsen, 1983, Art Gallery of NSW   Macro & Markets These 6 charts compare the US and China economies in the second year of their trade war – CNBC Vietnam and Asia neighbors hungry for cheap coal – Nikkei Economic ‘Doom Loops’ Get Harder to Avoid in 2020s – Bloomberg Killing

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Links 2 January, 2020

The Flood in the Darling 1890, W.C. Piguenit, 1895, Art Gallery of NSW   Macro, Markets & Investing The Decade in Which Everything Was Great But Felt Terrible – The Atlantic US, China and Germany profit most from global free trade, says WTO – DW From opioid deaths to student debt: A view of the

270

New Years Day Links, 1 January 2020

Fire haze at Gerringong, Lloyd Rees, 1980, Art Gallery of NSW   Macro, Markets & Investing It’s more than a decade since the financial crisis. Where’s the recovery? – Guardian White House expecting agreement with China ‘within next week or so’ – Guardian The Decade of Debt: big deals, bigger risk – Reuters What’s wrong

157

Macrobusiness Links, 27 December, 2019

Summer in the You Beaut Country, John Olsen, 1962, National Gallery of Victoria   Macro & Markets China says it is in close touch with U.S. on trade deal signing ceremony – Reuters China treads warily on US trade deal text to keep other partners on side – SCMP Trump Won’t Be Able to Let

45

MacroBusiness Links – 23 December, 2019

Bushrangers, 1957-1963, Albert Tucker, Art Gallery of NSW   Markets & Macro Pensions and intra-generational equity: A proposed solution – VoxEU Economic causes of populism: Important, marginally important, or important on the margin – VoxEU Lessons from the China-US trade truce – Bruegel The WTO is dead: long live the WTO? – Bruegel Dollar Is

489

Weekend Links: December 21-22, 2019

Drought Skeleton, 1953, Sidney Nolan, Art Gallery of NSW   Asia & China Mysterious Bags of Cash Trigger Major Hong Kong Protest Arrests – Bloomberg Did Xi surrender to Trump? China struggles to silence chatter – Nikkei Asian Review China’s hidden debt risks economic ‘chain reaction’ – Nikkei Asian Review China’s tech companies have had

480

Weekend Links: 30 November – 1 December 2019

The arrival of implacable gifts, 1985, James Gleeson, Art Gallery of NSW     China – Asia ‘China spy’ spills secrets that rattle Taiwan and Hong Kong – Nikkei Asian Review China Financial Warning Signs Are Flashing Almost Everywhere – Bloomberg Sri Lanka’s new government wants to undo Hambantota port lease to Chinese venture –

62

A night at the charts – 14 October 2019

a little something for the evening banter…..   Australia major projects pipeline   Interbank Market Stress Australia – who likes to drive further   Tax Havens and revenues foregone     Household liabilities and GDP     US Overnight Repo rate     External debt to China   Hong Kong migration destinations     China

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Weekend Links: 24-25 August, 2019 – MacroBusiness

Superb and Solid, Howard Arkley, 1998, Art Gallery of NSW   Saturday Morning news….. Trump Says He Will Raise Existing Tariffs on Chinese Goods to 30% – NY Times Trump calls on U.S. firms to exit China as trade war escalates – Reuters Trump raises tariffs on US$250 billion of Chinese imports to 30 per

319

Weekend Links: 29-30 June 2019

Victor Rubin, Ward 369: An indicative cage, 1987, Art Gallery of NSW   Global Macro Western liberalism is obsolete, warns Putin, ahead of May meeting – Guardian G20: Europe tells US and China their trade war is harming global economy – SCMP G20 Osaka: as China, India and Russia draw close, has Trump overplayed his

10

Easter Chartfest 20 April, 2019

  Australia   Electricity Spot Prices 16 April, 2019   How much do Australians earn   Average kilometres travelled by State    Capacity utilisation & underemployment   Thermal Coal Exports   Australian Commodity Exports   Australian Pay Outcomes – Federal Enterprise Agreements   Australian Household Consumption – Discretionary & Essential   Australian Iron Ore Exports  

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Weekend Links, 30-31 March, 2019

The great rock: dusk, Lloyd Rees, 1977, Art Gallery of NSW     Macro, Markets & Investing U.S., China resume trade talks in Beijing after ‘productive working dinner’ – Reuters US economic adviser hints at partial lifting of China tariffs – Nikkei Asian Review Brazil’s Vale slashes iron ore sales estimate after dam burst –

7

MacroBusiness Chartfest 9-10 March, 2019

      Australia & New Zealand       Australia – Average Ages, Selected Jobs       Australia – Job Security       ANZ Job Advertisements       Australia – Federal Budget Cash Balance       Australia – Public Demand & GDP       Australia – Capex       Australia

10

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  

534

Weekend Links, 16-17 February 2019

Willunga Landscape, Horace Trenerry, 1947, Art Gallery of NSW   Macro & Markets Hedge Funds Play Tug-of-War With the Volatile Australian Dollar – Bloomberg One Weird Trick for Avoiding Bad Chinese Bonds – Bloomberg Brazilian mine tragedy will not be the last tailings dam disaster – Reuters, Home China’s coal imports surge, but prices tell

490

Weekend Links 2-3 February, 2019

Jitterbugs, 1945, Weaver Hawkins, Art Gallery of NSW   Markets Macro & Investing The Sorry State of the World Economy – Project-Syndicate, Basu Trump hails China trade talks progress and says he will meet Xi Jinping soon – Guardian China says Washington trade talks were ‘frank’ and made ‘important progress’ – SCMP Donald Trump hails

54

More Australia Day Weekend Links: 28 January 2019

The Flood of the Darling 1890, W.C. Piguenit, 1895, Art Gallery of NSW   Tomorrows links up a tad early due to 600 plus comments on the weekend links…..   Macro Markets & Investing The World Economy Just Can’t Escape Its Low-Growth, Low-Inflation Rut – NY Times The growing problem that could lead the world

26

Links 21 January 2019

  Macro & Markets The world favors immigration and working with other countries, WEF report claims – CNBC…a WEF report would… Why the Quants Aren’t Adding Up – Bloomberg China offers 6-year plan to boost US imports and erase imbalance – Nikkei Asian Review ‘Bear Market’ Is an Arbitrary Label, but Using It Can Hurt

558

Weekend Links 19-20 January, 2019

Short man with two dogs, Linda Marrinon, 1990, Art Gallery of NSW   Americas Trump Pulls U.S. Delegation Out of Davos Forum, Citing Shutdown – Bloomberg Shutdown clouds outlook for consumer-driven U.S. economic growth – Reuters Chinese ambassador Lu Shaye warns ‘back-stabbing’ Canada to stop rallying allies in row over detainees – SCMP Trump Vows

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New Years Links, 1 January 2019

Sunset in a Subduction Zone, James Gleeson, 1986, Art Gallery of NSW   Macro & Markets Trump Hails ‘Big Progress’ Towards China Trade Deal – Bloomberg El-Erian, Like Trump, Says Fed Would Benefit From ‘Better Feel’ – Bloomberg Chinese and US tech giants face growing political risks – Nikkei Asian Review Life Is Getting Harder

195

Links 28 December 2018

The Wasteland II, Jeffrey Smart, 1945, Art Gallery of NSW   Macro & Markets Not just China: why the global economy needs Beijing’s stimulus measures to boost growth – SCMP China says has made plans with U.S. for face-to-face trade meeting in January – Reuters This is not a time for investors to think long

173

Boxing Day Links December 26, 2018

Heat Haze, Dorrit Black, 1919, Art Gallery of NSW   Macro & Markets Oil plunges 6 percent as economic slowdown fears grip market – Reuters Dollar Exposed to Dysfunction and Paralysis in Washington – Bloomberg ‘The worst is yet to come’: Experts say a global bear market is just getting started – CNBC   Americas

562

Weekend Links, 3-4 November, 2018

Sheep Country, Burra, 1950, Douglas Dundas, Art Gallery of NSW   Markets and Macro Gold buying by central banks hits its highest level in almost three years – CNBC Trump says he and China’s Xi had good exchange on trade – Nikkei Asian Review Start-Ups Ask, ‘Are We Making Money for Saudi Arabia?’ – NY

9

MacroBusiness Chartfest 13-14 October, 2018

        Australia Australia Consumer Confidence         Australia – Housing Approvals not yet commenced         Australia Housing – Average Loan Size       ; Australia – Housing Prices by City         Australia – New Dwelling Completions         Australia – Dwelling

429

MacroBusiness Weekend Links 6-7 October, 2018

Crowd, Grace Cossington-Smith, 1922, National Gallery of Victoria   Global Macro As US turns up heat on China, trade war moves beyond tariffs to new battlefronts – SCMP China ‘spy chips’ rattle global data center supply chain – Nikkei Asia Review Surprising Truths About Trade Deficits – NY Times Soaring US dollar threatens trouble for

20

MacroBusiness Chartfest September 1-2, 2018

  Australia       Australia – Economic Policy Uncertainty   Sydney & Melbourne – Auction Clearances   Australian GDP   Coal Production & Consumption    Electricity Generation   Major LNG Plants   Implications of Tightening Lending Standards   Disposable Income by Decile   Loan Rejections   Public Satisfaction with the National Direction   Tobacco