Archive | August, 2020

Post-Covid19 Economic Recovery Tracker

Since the onset of Covid-19, there has been a lot of research (and release) of alternative (non traditional) high-frequency data to measure the extent of the economic collapse brought on by coronavirus lockdowns, as well as to measure the post-lockdown economic recovery. Think of Google, Apple and SafeGraph geolocation data to track movement of people […]

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Global Business Mobility remains in decline

Global Business Mobility, defined as GDP-weighted Google geolocation data of workplace less residential mobility for the 24 largest economies in the world, representing over two-thirds of global GDP, remains in decline despite a recent uptick: When excluding USA from the data, the situation appears even worse, as depicted by the second chart above showing steeper […]

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  RECESSIONALERT, SAT 25 SEPT : THERE ARE 1 x MACRO-ECONOMIC AND 4 x PRO ALERTS