Gunnamatta

8

Weekend Chartfest 26-27 May, 2018

Australia   Australian Housing – Where headed 1   Australian Housing – Where headed 2   Melbourne and Sydney Auction Clearance rates   Australia – House prices and the RBA   Australian Consumer Confidence   Budget Tax exemption vehicles   Australia – International Student Visas   Australia Productivity & Income   Australia – Public Sector Construction

35

Weekend Chartfest 19-20 May 2018

Australia   Budget Estimates and their revision – great chart from Saul Eslake   Australia Hours worked – total hours and average hours per person   Australia – Employment Growth, health, construction and the rest   Australian Employment Growth – monthly change   Australian Employment – labour market   Wages and employment Wages growth – waiting

23

Macrobusiness Chartfest 12 May, 2018

AUSTRALIA Australian Federal Government Balances since Federation – note the 50s & 60s, our government is looking to debt load and dissipate with population ponzi again. Australian government debt to GDP – we have driven it higher to bloat property prices and trash our education sector, while exporting the non-mining or agriculture external facing sectors

23

MB Radio: Australia’s hidden normal comes out

  Ahead of the May budget Gunnamatta spoke with Leith van Onselen and David Llewellyn-Smith about the economic outlook and the unfolding Australian economic narrative.  In a wide ranging discussion Leith and David cover Australia’s reliance on commodity exports and the implication a subsiding global commodity market has for this dependence, as well as the potential

310

MacroBusiness Weekend Links 14-15 April, 2018

Morning of the Dust Storm, 1960, Daryl Lindsay, National Gallery of Victoria Macro, Markets & Investing US and China told trade war will trash growth and jobs – Telegraph US-China trade war offers Beijing a historic opportunity to forge a new global order – SCMP China and US in backstage talks to avoid trade war, says

163

Supplementary Easter Links April 1-2, 2018

An Easter Holiday, John D. Moore, 1925, Art Gallery of NSW   Markets, Macro & Investing These Trade Jabs Don’t Mean War. Yet. – Bloomberg Chinese steel mills’ April ferrochrome tender prices plunge: sources – Platts Microsoft, Facebook and the Bursting of Bubbles: Is the Collapse of the Market (finally) Nigh? – Medium Low risk

49

MB Radio: The meaning of immigration

Ahead of the ABC’s planned 4 Corners report on a ‘Big Australia’ and discussion about Australian immigration planned for Q&A, Gunnamatta spoke with Leith van Onselen about Australia’s immigration backdrop and the significant ramp up of immigration numbers which occurred in 2006, as well as recent calls for immigration levels to be reduced.  In a

304

MacroBusiness Weekend links 20-21 January, 2018

Loading the Jinker, W Lister Lister, 1914 Art Gallery of NSW   Asia China pads GDP with spending boost before party congress – Nikkei Asian Review China’s economy grew 6.9 per cent in 2017, eclipsing official targets but doubts remain – ABC China asked Marriott to shut down its website. The company complied. – Washington

308

Macrobusiness Weekend Links, 13-14 January 2018

The Intruder, Albert Tucker, 1964, Art Gallery of New South Wales   Macro, Markets & Investing Brent oil blasts through $70 as Iran showdown looms – Telegraph Visa and Dynamics Unveil the World’s First Wallet Card – DFA What’s $27 Billion to Wall Street? An Alarming Drop in Revenue – NY Times China Sets New

277

Weekend Links 6-7 January 2018

Tree of Life, John Coburn, 1965, Art Gallery of NSW Macro Markets & Investing Can The Fed Really Boost Bond Yields? – RealInvestmentAdvice China has become the new Japan, as nation eschews coal for natural gas in its war on air pollution – SCMP Why Low Inflation Is No Surprise – Project-Syndicate DeLong ‘Melt-up’ coinage

22

New Years Chartfest, 2 January 2018

All picked up from Twitter or reading within the last week… GLOBAL MARKETS & MACRO Total Assets of Major Global Central Banks 2017 Best & Worst commodities 2017 Best & Worst Currencies USD – GBP, EUR JPY 2017 Asset Returns Global Bonds and Central Bank balances Commodities v Equities Global Bonds Outstanding   UST Yields

91

New Years Links, 1 January 2018

    The artist’s fairy floss sold on the merry-go-round of life (sucker dealer): sucker dealer and the righteous anus, 1991, Dale Frank, National Gallery of Victoria   China China Offers Tax Incentives to Persuade U.S. Companies to Stay – NY Times China puts US$15,000 annual personal cap on overseas bank card withdrawals – SCMP

156

Links 28 December, 2017

Australian Beach Pattern, Charles Meere, 1940, Art Gallery of NSW   Markets, Macro & Investing Bitcoin bubble inflates again after pre-Christmas rout – Guardian China bourses behind Asia’s lead in global IPO boom – Nikkei Asian Review Copper Rallies to Three-Year High as China Plant Halts Output – Bloomberg Commodities Are ‘Screaming to Be Bought’

32

Boxing Day Chartfest, 26 December 2017

Libor – is there something up? 3 months UST  10 year UST US 10/2Yr to copper/gold US Income growth since 1980 Euro share inheritances Corporate Tax Rates     Currencies funding Bitcoin   Australian Auction Clearance Rates Reselling at a loss – Australia   Slum dwellers in Asia The growing global middle class     Australia’s

82

Christmas Day links, 25 December 2017

An early taste for literature, Charles Conder, 1888, Art Gallery of Ballarat Macro, Markets & Investing United Nations agrees more sanctions on North Korea, but is the world running out of options? – SCMP China, US can drive global growth despite policy differences, deputy finance minister says – SCMP LNG spot prices hit 3-year high

328

Weekend Links, September 2-3, 2017

Spring Moon, John Aland, 1967, Art Gallery of NSW   China China sees new world order with oil benchmark backed by gold – Nikkei Asian Review ‘We must send our best to the front line’: Xi Jinping goes all out to rid China of poverty in three years – SCMP China bans new deposit certificates,

287

Weekend links 26-27 August 2017

Lagoon, Wimmera, 1943, Sidney Nolan, National Gallery of Victoria …..will do more as I get time…..   Macro & Markets Yellen: Financial rules have made economy stronger, changes should be ‘modest’ – Nikkei Asian Review ECB’s Draghi says protectionism threatens global growth – Nikkei Asian Review Emerging nations pivot toward monetary easing – Nikkei Asian

253

Weekend Links 8-9 July, 2017

‘Open Cut, Muswellbrook’ Weaver Hawkins, 1955 National Gallery of Victoria China Beijing seen lending Chinese yuan a huge helping hand – Nikkei Asian Review China widens investor access as bond trading link with Hong Kong launches – Guardian China is focusing on the wrong things to fix its economy, says economist – CNBC China’s cooling

48

MB Radio: Immigration gluttony. Can the Aussie economy be force fed?

In the wake of the 2017 Federal Budget and with prices for Australia’s major commodity exporting slumping Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the Australian economy and its key drivers and outlook.  In a wide ranging discussion they cover the role that immigration is currently playing in sustaining Australia’s current economic

289

Weekend Links 27-28 May, 2017

Surrealist Landscape, Peter Purves Smith, 1938, National Gallery of Victoria   China Regulator urges China banks to save ailing companies – FT.com The Boosterism Behind China’s Silk Road Story– Bloomberg China’s Addiction to Debt Now Threatens Its Growth – NY Times PBOC plans to adjust yuan fixing methodology as Fed interest rate rise looms –

25

MB Radio: Game of Mates

Upon the release of the new book ‘Game of Mates’ he has co authored with Paul Frijters about grey corruption and insider networks across a range of Australian economic sectors, Gunnamatta spoke with Cameron Murray about corruption, vested interest influence on political decisionmaking and resistance to public accountability and reform.  In a wide ranging discussion

29

Sunday Chartfest May 14, 2017

Another collection gleaned from a week wading through Twitter, a load of media articles and research, with a lead off on the budget.  Australia’s 2017 Budget   The forecast incomings   The Balances & Assumptions   The voyage to a Budget Surplus…….   Mining Investment and Exports   Net debt forecasts and their evolution  

42

Sunday Chartfest May 7, 2017

Just an experiment/for something different – A load of charts and diagrams collected over the last week or two from either twitter, business articles or research just grouped together under general themes   AUSTRALIAN REAL ESTATE Australian Capital City rents…..(what is happening in Hobart?)   Individuals claiming rental net profit and loss by age 2014/2015

36

MB Radio: Rort of the Elites

Just weeks out from the 2017 Federal budget Gunnamatta spoke with David Llewellyn Smith and Leith van Onselen about the economic backdrop framing budget decisions, as well as the dynamics of Australia’s key commodity exports and the implications this has for the economic outlook, employment, incomes growth and the housing market.  With the federal government and

264

Weekend Links 25-26 March, 2017

Cocking an ear, John Brack, 1948, National Gallery of Victoria   China China mortgage rules tightened to curb people divorcing to qualify to buy second homes – SCMP UnionPay bars Chinese buyers from swiping for Hong Kong property – SCMP China must urgently tackle soaring corporate debts, says OECD – SCMP China ‘drawing up rules

318

Weekend Links 18-19 March 2017

South seas icon No.21: Totem Mountain with brassy sky, Shay Docking, 1972-73, National Gallery of Victoria   China Chinese banks halt mortgage lending after reaching 1st quarter quota on new loans: report – SCMP Chart of the day: Shanghai steel rebar surprises – SCMP China private equity deal values cratered in 2016, but that’s not

19

Links 28 February 2017

Macro, Markets & Investing Coal Industry Casts Itself as a Clean Energy Player – NY Times Copper’s Price Surge Won’t End Soon – Bloomberg Rising policy uncertainty driving slowdown in global trade: World Bank – Business Times Against the tide: The return of the euro? – Euromoney Zinc rally may have further to run as

11

Links February 24, 2017

Macro, Markets & Investing The Trump ‘bubble’ skeptics are getting louder, but when — or if — it pops is anyone’s guess – Financial Post Preparation underway for Donald Trump, Xi Jinping to meet at G20 summit in July, sources say – SCMP OPEC searching for proof oil output cuts working – SCMP Federal Reserve minutes