Coronavirus

Tracking China’s Recovery With Alternative Data

by Jonathan Custer

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 …

Continue Reading

Electronics Manufacturers Face Delays In Product Shipments

by Jonathan Custer

The IPC is reporting that electronic manufacturers could face up to five-week delays in product shipments due to the supply chain shock caused by the coronavirus.  Shipping delays from China and other countries are already having a negative impact. The IPC said 65% of manufacturers report their suppliers expect an average of a three-week delay.  …

Continue Reading