Gunnamatta

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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

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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

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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

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Weekend Chartfest: 4 – 5 August, 2018

Australasia     Australia & New Zealand – Unemployment     Australia & New Zealand – Participation     Australia – Housing Credit & House Prices       Australia – House Prices to Median Income       Australia  – Mortgage broker Share of New Home Loans to 3Q 2017       Australia

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Weekend Chartfest: 28-29 July 2018

Australia       Australia – Dwelling Prices – Expected v Actuals     Australia – Graduate Visas     Australia – Core Inflation     Australia & New Zealand House Prices and Global Equities     Australia – Employment Growth     Australia -Underlying CPI     Australia – Unemployment & Participation    

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Weekend Chartfest 21-22 July, 2018

      Australia       If the Next 25 Years are like the last 25       The Descent from the RE Peak       Sydney & Melbourne, Prices and Time on Market       Sydney Auction Clearance Rates       Mortgage Rates       Regional Australia Proportional

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Weekend Chartfest, 14-15 July, 2018

Australia       Major City House Values over last 25 years       House Price growth – Major Cities       Population Increase and Dwelling Investment       Population Growth       Net Overseas Migration by Visa – From July 5 Presentation made in Wollongong by Alexandra Heath    

13

Weekend Chartfest 7-8 July, 2018

Australia       Australian Gas       Australia Money Growth & Credit       Australia Building Approvals       Australia Dwelling Price to Household Income &  Interest Rates       Australia Temporary Migrants       Australia Underemployment & Wages       Victoria Real Compensation per Employee    

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Weekend Chartfest June 30 – July 1, 2018

  Australia       Australian dollar and yield differential RBA and US Federal Reserve     BBSW 2018       Australian Short Term Funding 2017 onwards       Funding Costs (BBSW) and Mortgage Rates       Australian interest rate hikes – potential implications for $500k mortgage       Australian Household

449

Weekend Links June 30-July 1, 2018

Vertigo, 1986, Magda Matweijew, National Gallery of Victoria   Macro & Markets Trade and investment between China and the US must be based on reciprocity – SCMP EU cuts migration deal after marathon talks, differences remain – Reuters Global market power and its macroeconomic implications – VoxEU Dollar Squeeze Coming? Watch Asia’s Politicians – Bloomberg

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Weekend Links 23-24 June 2018

The Shooting of Wild Dogs, Clifton Pugh, 1958, National Gallery of Victoria   Macro &  Markets  Currency strategist expects China’s central bank to intervene as yuan weakens for seventh day – SCMP US-China dispute goes beyond trade: it’s about technology and fair competition – SCMP Indonesia’s growing thirst for coffee drains premium bean supplies –

10

Weekend Chartfest 23-24 June, 2018

Australia   The in the pocket impact of Pauline’s sellout tax cuts (…..and the payoff is?)   Total Housing Finance & House Prices (and if the banks are lending less then….)     March Quarter Residential Property     Sydney 6x DTI       Australian Mortgage Payments as percentage of household income    

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Weekend Links 16-17 June, 2018

All night joint, Frank Andrew, 1946, Art Gallery of NSW I will load more later but I need to run kids around first – G   Global Macro, Markets & Investing Trump announces $50bn in China tariffs, escalating possibility of trade war – Guardian Here’s How a Trade War Between the U.S. and China Could

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Weekend Chartfest 16 – 17 June, 2018

Australia Australia – change in 20% deposit for median priced dwelling, major cities 2008-2018     Australian mortgage rates     Australia – Credit impulse and house prices (1)     Australian lending growth and house prices (2)     Housing Finance, Annual Growth – Owner occupiers     Housing Finance, Annual Growth – specufestors

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Queens Birthday Weekend Chartfest 9-11 June, 2018

Australia   Australia – selected growth metrics   Australia – retail sales   Australian Trade Balance   Company Earnings & Wages   Non farm compensation    Effect of Governments personal tax cuts over time   Effect of Governments personal tax cuts over time 2   Sydney – Melbourne Auction Clearances   Distribution of Melbourne house sales

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Weekend Chartfest 2 – 3 June, 2018

Australia   Australia – temporary visas   Declines in 457 visa numbers   Australian National Minimum Wage Increases   Australia – Average and Median Incomes   Australia – Capex   Australia – Capex by State   Australia – changes in dwelling values   Australia – share of dwellings by price growth   Australia – Sydney

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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

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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

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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

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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

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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

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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

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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

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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