“The European Union borders and the Schengen borders will be closed”

It’s becoming pretty clear, at least to us,  that the world is going to look much different on the other side of this crisis.  Diminished global supply chains and more nationalism.  Slower growth and higher inflation. The speed and trajectory will depend on the outcome of the November presidential election. Macron’s full address for those … More “The European Union borders and the Schengen borders will be closed”

Tracking China’s Recovery With Alternative Data

Using YoY percentages to gauge economic activity, the Feb 26 median of intracity travel among China's 50 largest cities was down 33% from 2019, and down 43% from 2020 pre-LNY. pic.twitter.com/A9T7ZdOA3i — Exante Data (@ExanteData) February 27, 2020 Alternative data is increasingly being used as a way to get an edge on financial and commodity … More Tracking China’s Recovery With Alternative Data

Korea’s Exports Grow 5.3 pct In First Week Of Year, Led By Semis

South Korean exports, a main leading indicator of global manufacturing conditions,  especially the electronics sector, showed marked improvement in the first ten days of January. South Korea’s Customs Service reported on Monday that exports rose 5.3 percent in the first 10 days of January, mainly the result of growing shipments of semiconductors. Exports of semiconductors … More Korea’s Exports Grow 5.3 pct In First Week Of Year, Led By Semis