Where to begin? As of March 11th, the world has been officially diagnosed with a pandemic and is now standing on the brink of a global recession. Here follows Neudata’s attempt to guide our clients through the most pertain alternative data products: from China’s recovery, to macro-level economic insights, supply chain analysis, healthcare and tourism sectors, and, finally, epidemiological data on the virus itself.

In times of uncertainty, indicators that measure economic activity and sentiment can commonly diverge, and the financial behaviours of businesses and consumers can be inconsistent with their economic expectations. In this report, we explore alternative data sources that we believe give a clearer picture of macroeconomic outcomes. We illustrate these examples in the context of Brexit and the global financial crisis – which highlight the difference that financial uncertainty and political uncertainty have on the macroeconomy.