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Goldman's Top 100 Charts Of 2013 - Part 1

Tyler Durden's picture


We present the first half of Goldman's 100 best charts for 2013.  As compilation creator Hugo Scott-Gall notes, "they reflect the interweaving links between key investment themes, and the implications of these for companies, sectors and countries. They include the widening disparity in relative energy costs, the rising cost of growth in emerging markets, the increasing ubiquity of technology in most sectors, the disruptive technologies that are changing how things are made and consumed, the growing influence of governments, and also, the twin challenges of fewer jobs and longer lives." Among the core themes is the flow of people, goods, ideas and capital around the world. "There are common threads that run through these ideas including the potency of innovation that can disrupt business models and blur sector boundaries, falling rents to labour, and the broadly disinflationary consequences of many of these themes."

And now, without further ado, we present the shape of the global economy which is ever-changing...


The US is set to enjoy a rising energy price advantage…


…relative to Europe…


…and the rest of the world


Can energy efficiency be a part of the solution?


China’s evolution has broad implications for the world...


China’s changing needs are evident in what it has been buying around the world


What has this meant for global trade?


With demand for foreign investment in China falling, capital needs to find new homes


Consumer behaviour is changing too... both the young and the old


Learned differences?


The job market takes time to adapt


The globalisation of labor


East to West


More in part two....


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Fri, 12/13/2013 - 15:30 | Link to Comment ParkAveFlasher
ParkAveFlasher's picture

Will Yellen hit ctrl-P with pinky+pinky or will Yellen hit crtl-P with pointer+pointer?

Fri, 12/13/2013 - 15:55 | Link to Comment nope-1004
nope-1004's picture

Where is the chart showing bonus received as a percent of white-collar fraud?  Sorry... my eyes aren't good these days.

Interesting to see Gold and Silver notably missing from the "What commodities China needs" chart.  Of course, that's because gold and silver are.......... industrial commodities used in technology and solar panels?



Fri, 12/13/2013 - 16:44 | Link to Comment BKbroiler
BKbroiler's picture

and where in the US is gas 50 cents? am I missing something in that Bloomberg chart?

Mon, 12/16/2013 - 00:27 | Link to Comment draghithebearslayer
draghithebearslayer's picture

It's got to be per liter instead of per gallon. Average gas price in US is something like 3.2$/gal, which roughly translates to 0.85$/l, and as you can see in the bloomberg chart the US isn't colored in the lightest shade(50 cents).

Another evidence that it isn't per gallon: Here in South Korea, where I'm temporarily staying, gas prices at the pumps are 1850KRW/liter. 1050KRW = 1USD, so it's 1.76$/l. There are 3.785 liters in a gallon, so it's about 6.67$/gal. Such figure isn't even in the range of values described by the chart.

Fri, 12/13/2013 - 15:32 | Link to Comment Trimmed Hedge
Trimmed Hedge's picture

Translation: India & China are kicking our asses!

Of course, that's also where all the jobs are at, so, you know...

Fri, 12/13/2013 - 15:46 | Link to Comment Oldwood
Oldwood's picture

And we could kick their asses if we would work at a competitive wage, regulation and taxation...but we won't cause our government believes we are entitled to moar, so they subsidize us with debt. Its called servitude...or debt slavery, but its better to be a slave living in delusion than living free in reality, right? You recon that the blue pill actually tastes better than the red one?

Fri, 12/13/2013 - 15:33 | Link to Comment kralizec
kralizec's picture

Are those really trade routes in the one map or lines of who will be invading whom once the flare goes up?

Fri, 12/13/2013 - 15:48 | Link to Comment q99x2
q99x2's picture

When the enemy of 7 billion people gives you charts you best throw them away.

Fri, 12/13/2013 - 15:51 | Link to Comment ebworthen
ebworthen's picture

CO2 emissions in the US at 1995 levels = 25 million fewer people driving to a job!

Fri, 12/13/2013 - 15:59 | Link to Comment Sufiy
Sufiy's picture

Peter Degraaf: Here Is How You Will Know If The Gold Bull Market Has Ended

Peter Degraaf presents very interesting set of charts in his big picture view at the Gold market. With JPMorgan chasing Bicoin success in the bubble exercise top Russian Sberbank is talking about its own version of the Crypto-Currency. Banks would like to control any currency in circulation and you have another 42 to chose from right now. Once this brave experiment with "Gold 2.0" - distraction of 99% from the real values ends in tears, Gold will remind everybody about its qualities and why China is buying so much Gold this year.

Fri, 12/13/2013 - 16:11 | Link to Comment dariomilano
dariomilano's picture

for goldman there are two russia

Fri, 12/13/2013 - 16:55 | Link to Comment rosiescenario
rosiescenario's picture

Those recent pollution photos coming out of China indicate that they are about to drown in their own waste.....I might suggest that pollution control equipment might be the next big thing for them....

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