9 new charts on everything macro - part 2

Japan's deficit, Russian ruble, global debt, property price, GDP, and bank's balance sheet

You can find part 1 here.

Japanese government is running at a deficit for however long I can remember, similar to the US government.

Which country has been accumulating more government debt over time? All of them, but Japan stands out the most.

The other part of the debt pile is from households, such as mortgages and credit cards. China sees the highest increase in this metric.

What’s the latest with inflation globally? We need to see more greens and tiles, and less blues, purples, pinks and reds.

I do not wish to live in Hong Kong, or Sydney when I see this chart. Anything above 5 is considered ‘very unaffordable’.

One for the pub quiz: name the order of country size by GDP. See how many you will get.

The history of the Russian Ruble. Almost a sufficient teach-in on global politics.

Speaking of history, in this video we showed the biggest companies in the world each year since 2000. What’s the takeaway? There’s no constant winner.

When I was an analyst, a bank’s balance sheet always gave me nightmares to analyze. Looking at it again, it still does! But I hope this viz at least makes it a bit simpler.

That’s enough macro musings this week. See you next week. Good weekend all!

Truman

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