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 of the economy

Budget 2018 – benefits over time. A great budget for the rich to just sit and wait for the money to start flowing to them.

Budget 2018 – top 20% and beneficiaries. A great budget for the rich to just sit and wait for the money to start flowing to them.

Budget 2018 – the relief that never really relieves

RBA rate hike expectations – endlessly receding Tanguy horizon

Housing Finance and Prices

Housing commitments

Iron ore supply in China

UNITED STATES

United States – Total Consumer Debt

United States – teenage labour participation

United States – labour participation 1990 onwards

United States – Initial Jobless 2005 – 2018

United States – income growth

United States – Private sector yields and industrial production

United States – Recession probability since 1986

United States – Economic recovery durations

United States Stimulus and Unemployment

United States – Household equity exposure

Jobless adjusted for age

Age of US housing stock

EUROPE

Irish contribution to Eurozone exports

Greece Unemployment

CAPITAL MARKETS

Global private sector debt creation (and just how private is anything in China?)

Major Global Central Bank positioning over time

Emerging Market currencies April-May 2018

Argentine Peso – Look out below

Turkish Lira

US Treasuries – Flatten that curve baby

10 Year yields

United States – Germany 10 year spread

United States Corporate Debt maturity profile

Emerging Market US dollar denominated debt maturity profile

Foreign Currency debt to GDP – selected nations

LIBOR – OIS Spread

Buybacks and the S&P500

GLOBAL MACRO

Selected nations population growth – post 2008

Global Economic Momentum

Global Central Bank balances

The scale of the global pension dilemma

The Global Working Poor

Africa – GDP per capita by country 2016

OECD and selected others – Industrial Production and Momentum

Energy related carbon dioxide emissions

Interest rates over the really long term