May notebook: Optimistic predictions + China restrictions
Hear from Neudata's head of research on the top trends in May.
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Trends in alternative macro data
The recent climate of economic uncertainty has sparked market volatility – creating opportunities for investors to benefit from macro strategies. As a result, many are increasingly turning to alternative data sources to get a timely gauge of market outcomes. In this report, we summarise the recent trends across macro datasets and the alternative sources that can help track the global economy. -
The Signal: India’s rising influence in global industries
Our May edition looks at India’s rising might within aviation and electronics and what this trend could mean for the country’s economy, based on data providers’ own findings. -
People moves, May 2023: Davidson Kempner, HERE Technologies, Cboe and more
Submit your promotions, job changes and open roles to press@neudata.co for inclusion in next week's newsletter. -
Gauging the CECL effect on consumer credit loans
Current expected credit loss (CECL) is an accounting standard introduced to mitigate banks’ potential losses. But some financial industry professionals believe that implementing this model could raise interest rates and reduce credit access to consumer loans. In light of these claims, we look at a study that assesses the CECL's effects on credit access and pricing. -
Is location data dead in the US?
Not really. We do see a substantial decline in the number of new datasets paired with an increase in discontinuations, however... -
Alternative data for the banking sector (Part I)
The collapse of Silicon Valley Bank in March 2023 has led to growing investor interest in alternative datasets that can track the banking sector. In this report, we highlight some of the publicly available sources as well datasets tracking deposits, loans and interest rates that can help gauge a bank’s health. -
Trending alternative datasets of 1Q23
With more than 2,000 full Scout reports and 5,000 additional datasets on the Neudata platform, it’s not easy keeping track of which datasets are trending and why. In this report, we highlight transactional, web and app tracking, automotive and location datasets that gained clients and triallists in 1Q23. -
US stock market spillover effects on the Chinese A-share market
We review a study that investigates the NYSE and NASDAQ composite indices' return and volatility spillover on Chinese A-share sector indices and broad market indices from 2010-2022. It shows the composition of an A-share index can influence its sensitivity to the spillover effect of a particular US index. And the spillover becomes more prominent during a weak market. -
Web-crawling ≠ web-scraping: understanding the lesser discussed extraction method
The terms web-crawling and web-scraping are often used synonymously in the alternative data space. However, they are two distinct methods of gathering data. Understanding the differences between them can inform how buyers diligence vendors that source data through crawling, scraping, or a combination of the two.