Independent Strategy

GlobalFollowing the Covid recovery with big data

We’ve been honing high-frequency indicators to follow the pace of recovery in major economies from the depths of the Covid pandemic lockdowns. Our indicators, entitled mobility and economic activity indexes, measure the level of activity against the pre-pandemic level using the Google Mobility Indices and the Dallas Fed’s Mobility Engagement measure. We adjust these to obtain a smoothed and comparable index of near-time activity.

Tags

ADP (6) Agriculturals (1) Asia crisis (1) Asset Allocation (1) Australia (2) Autos (1) Bank of Japan (1) Big Data (1) BoJ (1) Bonds (6) Brazil (1) Brexit (5) Canada (1) Capital Goods (2) Central Bank (8) Challenger (1) China (18) Claims (1) Climate change (2) Commodities (1) Copper (1) Coronavirus (4) Corporate Bonds (1) Corporate Debt (2) Covid (1) Covid-19 (5) CPI (7) Credit (36) Current Account (1) Debt (2) Debt Crisis (4) Democracy (4) Demographics (9) Disruptive Technologies (4) Durable Goods (1) Earnings (1) ECB (9) Elections (2) Emerging Markets (4) Employment (8) Equities (1) Euro (3) Eurogroup (1) Europe (2) Eurozone (19) Exports (2) Factory Orders (6) Federal Reserve (7) Fixed Income (2) France (1) FX (2) GDP (11) Germany (15) Globalisation (8) Global Pandemic (2) Gold (2) Google Mobility (1) HICP (1) Hong Kong (1) Housing (4) IFO (3) Income (1) India (1) Industrial Production (9) Inflation (22) Interest Rates (11) Investment (5) IP (9) Iran (4) Ireland (1) ISM (2) Italy (6) Japan (5) Jobless Claims (1) Korea (3) Labour Market (9) Liquidity (8) Manufacturing (3) Monetary Policy (18) Money (4) Money Market (1) Money Supply (11) Myanmar (1) New Monetarism (6) New Zealand (1) Oil (6) Payrolls (9) PCE (2) PMI (1) PMIs (1) Politics (9) Populism (6) Portugal (1) PPI (4) Production (1) Productivity (2) Profits (1) QE (5) Real Estate (1) Retail Sales (10) Russia (2) Services (3) Services PMI (1) Sovereign Bonds (2) Sovereign Debt (4) Spain (4) Sterling (1) Sweden (2) Technials (1) Technicals (60) TICS (1) Total Social Financing (5) Trade (10) TSF (4) Turkey (1) UK (18) Ukraine (1) Unemployment (6) US (35) USD (9) Vietnam (1) Wages (12)

In the Media