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Recently, Consumer Discretionary (CD) has been an interesting sector to analyze. Due to its non-essential nature, COVID’s impact on the sector cannot be denied. However, as it looks like we are turning a corner on the pandemic, CD seems to be undergoing shifts that make it worth taking a closer look. We can see from the S&P 500 index that Consumer Discretionary took a significant hit right after the onset of COVID, as one might expect. But since then CD has had a strong recovery.


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Consumer Edge Research

Consumer Edge Insight offers exclusive street-ready big-data products engineered for alpha generation by Data Science Teams & Portfolio Managers alike. CEI offers a number of alternative data products including CE Transact, our leading U.S. credit/debit card insight product (15M cards). CE Transact products provide aggregated revenue signal, deep fundamental cohort analysis and/or granular transaction-level data feeds with unparalleled metadata. Advantages: shortened latency (T+4), better panel representativeness (9M+ daily panel), and metadata integration such as demographics (at cardholder level). All data is cleaned with CEs Advanced Tagging System.

May 25, 2021 / Economy

Did the Colonial Pipeline Hack Take the Gas Out of Consumer Spending?

From Consumer Edge Research
When Colonial Pipeline was hit with a ransomware attack that forced it to shut down operations, millions of consumers on the East Coast were faced with long lines at gas stations and skyrocketing fuel prices. Although the press was awash in pictures of people hoarding gas in plastic shopping bags, how much impact did the shutdown really have?
May 24, 2021 / Economy

The Crypto Craze

From LinkUp
Crypto has been dominating headlines lately, from Dogecoin to Bitcoin the digital asset has become THE hot topic for news and media outlets. It’s not just media outlets that have latched on to the crypto craze, large institutions are also starting to explore the possibilities of this technology. Naturally we were curious as well, so in this post we use Linkup’s Raw dataset to take a look at who has job listings in this area.
May 21, 2021 / Real Estate, Economy

Did Mortgage Underwriting or Loan Applicants Change In 2020?

From CoreLogic
Three important factors in mortgage underwriting are debt-to-income (DTI) ratios, loan-to-value (LTV) ratios and credit scores. Over the course of the pandemic, we have seen a decrease in the average DTI and LTV as well as an increase in the average credit score of loan applicants. There are two possible reasons for this change: either the risk attributes of applicants have changed, or lenders’ credit underwriting standards have changed due to an uncertain economic outlook.
May 20, 2021 / Economy

COVID-19 Industry Tracker

From Second Measure
U.S. consumer spending has been altered by the coronavirus pandemic. Our data reveals that consumers are changing the way they pay for goods and services, with some industries seeing spending shift toward online purchases. Additionally, the pandemic has changed the types of purchases consumers are making, with stimulus recipients increasing their spending on big-ticket items.
May 20, 2021 / Economy

Wettest May on Record Holds Back Pub-going Punters

From Huq
Publicans hoping for packed beer gardens after reopening last month have found punters being held back by an uninvited guest – the rain – with geo-data revealing how one of the wettest late springs on record might have subdued the sector’s recovery. The number of people visiting pubs in England more than doubled from Friday 16 April to Thursday 22 April, from around 16% of the levels we saw in January 2020 to almost 35%.
May 19, 2021 / Economy

Limits on Gasoline Hoarding: Gas Can Shortages

From Viscacha Data
After Colonial Pipeline - the largest pipeline for refined oil in the U.S. - halted operations after being hacked on May 7, eastern U.S. states have faced the possibility of acute gasoline shortages. Although the pipeline was restarted last Wednesday May 12, many states are seeing lingering shortages. As of the morning of May 17, North Carolina, the state hit hardest, had almost 60 percent of its stations out of gas.
May 19, 2021 / Economy, Business

Off-Price Update

From Placer
While every sector has its doubters, off-price leaders were the focus of a high level of concern during COVID because of their reliance on physical locations. And while the ultimate success of the sector, especially relative to the wider apparel space, was hardly impossible to predict, the performances of top brands in the space were truly impressive. So where do things stand and how might these leaders progress deeper into 2021?
May 19, 2021 / Economy

Construction Starts Slip in April as Housing Cools

From Dodge Analytics
Total construction starts fell 2% in April to a seasonally adjusted annual rate of $853.5 billion, according to Dodge Data & Analytics. Single family construction posted a sizeable decline following months of strong activity, while nonresidential building and nonbuilding starts both gained. “The pullback in single family construction starts was inevitable after showing exceptional strength over the past year,” said Richard Branch, Chief Economist for Dodge Data & Analytics.
May 19, 2021 / Economy

Top Price Classes Lead the Multifamily Rebound

From ALN Apartment Data
The multifamily industry has been off to a hot start to 2021 after a challenging 2020. New deliveries through April were up considerably, but so was apartment demand. Robust demand has been a continuation from the recovery that began in Q3 2020, but the difference so far this year is the reappearance of rent growth.
May 18, 2021 / Economy, Business

Ready, Steady, Stay! Hotels a Hive of Activity Ahead of May 17th Re-opening

From Huq
Activity levels across the UK’s hotels, B&Bs and guest houses are showing a pre-emptive rise in traffic, with the presence of staff, workers (and a number of outdoor drinkers) behind a 35% rise in presence beginning April 12th. Analysis of when hotels have been busiest during the period since April 12th reveals that activity is highly concentrated in working hours, with up to 15% more attendance taking place between 9am and 5pm.
May 18, 2021 / Economy

Job Growth & The Economic Recovery

From CoreLogic
The U.S. shed more than 22 million jobs in March and April 2020 as the economy felt the full impact of the pandemic shutdown. These jobs have been coming back, and as of February 2021, the U.S. has recovered 58% of the jobs lost in 2020. However, the job recovery has been felt differently across the country with some states showing full recoveries and others lagging far behind.
May 18, 2021 / Economy

Do UK Restaurant Reopenings Register Revenue?

From Consumer Edge Research
With the first set of restaurants allowed to open for indoor dining in the UK May 17th, we are taking a look at how things have changed since outdoor dining opened on April 12. We examine shifts in popularity for different restaurant subindustries as well as how much momentum online ordering has been able to retain. These trends provide important insight into how the next few weeks may evolve as additional restrictions are lifted.
May 17, 2021 / Travel, Economy, Business

U.S. Market Recovery Monitor

From STR
The occupancy doldrums remained in place with U.S. occupancy falling to an eight-week low (56.7%) during 2-8 May 2021. Using STR’s total-room-inventory (TRI) methodology, which considers hotels that are temporarily closed, occupancy dropped to 54.2%. Demand, however, increased slightly and remained above 21 million as it has since mid-March. The decrease in occupancy was a result of increased hotel openings.
May 17, 2021 / Business, Economy

Are the Programmatic Buyers of the Pandemic Driving Spending?

From MediaRadar
At the beginning of the year, ad tech leaders were talking about what they expected from programmatic in 2021. A big part of the discussion was how programmatic would become central to the media planning process and how buyers would need to adopt a ‘test and learn’ mindset. Not only that, but IAB predicted that programmatic’s “meteoric rise” in ad spend would reach $98 billion and account for 68% of all digital advertising in the US.
May 17, 2021 / Economy, Business

Northern Towns Fastest to Return to Previous Commuting Patterns

From Huq
Towns and cities in the UK’s North East, North West and West Midlands show early signs of getting back to previous working patterns, with high-frequency geo-location data revealing a sharp rise in commuting practices during April as lockdown restrictions eased. The data measures the extent to which residents of UK towns and cities travel beyond their home environments on a frequent basis – a traditional commuting pattern.
May 14, 2021 / Investing, Economy, Business

Student Housing Transactions Picking Up After 2020 Dip

From RealPage
As with conventional multifamily transactions in 2020, student housing investment softened during the COVID-19 pandemic. However, investment activity is coming back to the sector. In total, some $5.8 billion worth of assets traded in the year-ending March 2021, according to Real Capital Analytics.
May 14, 2021 / Economy, Business

Placer Bytes: Walmart and Target

From Placer
In the biggest shock of the retail year (note the heavy sarcasm) both Walmart and Target are recovering well. Looking at year-over-year numbers in March and April shows Target visits skyrocketing to gains of 21.7% and 49.5% respectively in the two months. Walmart went from significant year-over-year declines to a March visit gap of just 0.4% and visit growth of 21.7% in April.
May 14, 2021 / Real Estate, Economy, Business

Standard Delinquency Measures Paint an Incomplete Picture of the Severity of Mortgage Distress

From CoreLogic
The latest loan performance data from CoreLogic shows that the nation’s mortgage delinquency rate in February 2021 was 5.7%, a small increase from January’s 5.6%. The delinquency rate calculates the number of loans in various stages of distress — 30-59 days past due, 60-89 days past due, 90+ days past due, and foreclosures — as a percentage of all first-lien mortgages in servicing.
May 13, 2021 / Real Estate, Economy

Slowdown in Apartment Construction Benefits Chicago’s Recovery

From RealPage
While Chicago’s apartment sector has taken a big hit compared many other U.S. markets during the pandemic, the first signals of progress are beginning to appear. Rents jumped 1.4% and occupancy climbed 0.4 points month-over-month in April, the third straight month of improvement for both metrics. With that progress, Chicago is in better shape than other gateway markets like Bay Area, New York, Seattle and Boston.
May 12, 2021 / Economy, Business

So You Majored In English. Can You Still Get A Job At Google?

From Revelio Labs
Big tech companies have long been considered highly attractive places to work. They pay well, offer top notch perks, and are full of talented people working on difficult technical problems. Being tech companies, most of their workforce is composed of jobs that require technical skills.