Going to put together a thread of real near time economic activity trackers please send me any you like. First up the harrowing open table data set you're likely familiar with (all restaurant reservation activity down 100% globally)
https://www.opentable.com/state-of-industry
https://www.opentable.com/state-of-industry
Next, the still discouraging homebase state of hourly work at US small businesses
https://joinhomebase.com/data/covid-19/
https://joinhomebase.com/data/covid-19/
If you squint, there are a few green shoots in the http://within.co ecommerce data
https://go.within.co/retail-pulse/
https://go.within.co/retail-pulse/
Things have improved in the Klaviyo survey, though not many recent updates to the chart, also mentions of supply chain issues.
https://www.klaviyo.com/covid-19-daily-ecommerce-insights
https://www.klaviyo.com/covid-19-daily-ecommerce-insights
Daily TSA air traffic passenger count, currently down 95%+
https://www.tsa.gov/coronavirus/passenger-throughput
https://www.tsa.gov/coronavirus/passenger-throughput
Google Mobility Reports https://www.google.com/covid19/mobility/
Citymapper mobility index
Seoul & HK leading the way is encouraging. St Petersburg after that is not.
https://citymapper.com/cmi
Seoul & HK leading the way is encouraging. St Petersburg after that is not.
https://citymapper.com/cmi
Traffic data from tom tom (ht @rob_cyran)
https://www.tomtom.com/en_gb/traffic-index/new-york-traffic/
https://www.tomtom.com/en_gb/traffic-index/new-york-traffic/
Here's that tomtom traffic data dumped into google sheets and aggregated by country (ht @mmtmatthew) https://docs.google.com/spreadsheets/d/1HhzJb-ECT1tNG6TIWIZO5rQ_Aj-h1LaiVwUGjuH08o4/edit?pli=1#gid=33885404
Weekly Economic Indicators ht @Peggy0lson
https://libertystreeteconomics.newyorkfed.org/2020/03/monitoring-real-activity-in-real-time-the-weekly-economic-index.html
Raw data here:
https://www.jimstock.org/
https://libertystreeteconomics.newyorkfed.org/2020/03/monitoring-real-activity-in-real-time-the-weekly-economic-index.html
Raw data here:
https://www.jimstock.org/
Running tracker of startup layoffs ht @tonicskies https://layoffs.fyi/tracker/
Thumbtack (kinda like angie's list) daily projects data (stole this from @modestproposal1 thread)
https://docs.google.com/spreadsheets/d/e/2PACX-1vSLW6qVKKs9-SpvFVki3ZRrsr8EWfLokMg5JGn6upbw1pg1krEkwgcxED3jfLE7dqSZ1WkS5zVlvjJg/pubhtml#
https://docs.google.com/spreadsheets/d/e/2PACX-1vSLW6qVKKs9-SpvFVki3ZRrsr8EWfLokMg5JGn6upbw1pg1krEkwgcxED3jfLE7dqSZ1WkS5zVlvjJg/pubhtml#
Consumer spending not down as much as it was in March according to facteus (also ht @FoolAllTheTime)
https://first.facteus.com/
https://first.facteus.com/
Morgan Stanley's compilation of real time consumer data shows second derivative firmly positive now though at still low yoy levels
Foursquare location data, getting back to normal for gas station traffic, QSRs, and above normal for home improvement stores.
Next few updates to this one should be very informative as states open up...
https://enterprise.foursquare.com/intersections/article/location-data-reveals-uptick-in-visitation-are-p/
Next few updates to this one should be very informative as states open up...
https://enterprise.foursquare.com/intersections/article/location-data-reveals-uptick-in-visitation-are-p/
Shopify partner shiphero shows realtime ecommerce data from 1,000 merchants and $2 billion in annual orders. Last week down slightly from the week before but up 48% vs 4 weeks ago.
https://data.shiphero.com/
https://data.shiphero.com/
Update to the Foursquare data focusing on Georgia
https://enterprise.foursquare.com/intersections/article/georgia-opens-for-business-consumers-turn-out-fo/
https://enterprise.foursquare.com/intersections/article/georgia-opens-for-business-consumers-turn-out-fo/
Moar traffic data
https://travel.geopath.io/
https://travel.geopath.io/
Consumer spending kinda flat-lining most recently according to 1010Data
https://1010data.exabel.com/covid-19/
https://1010data.exabel.com/covid-19/
Consumer spending, even with the $600 enhanced unemployment has kinda flatlined since June.
Seems we need to get the virus under control before spending improves more from here.
https://www.earnestresearch.com/insights/from-reopening-to-resurgence-part-two/
Seems we need to get the virus under control before spending improves more from here.
https://www.earnestresearch.com/insights/from-reopening-to-resurgence-part-two/
Panel with multiple real time activity indicators https://tracktherecovery.org/
Great thread collecting research on economic data around covid
h/t @aleksizy (originally saw it RT'd by him) https://twitter.com/athomasq/status/1309236128977956864
h/t @aleksizy (originally saw it RT'd by him) https://twitter.com/athomasq/status/1309236128977956864