The RV market in the US looks like it may have found a new client base during the pandemic. As reported by the New York Times, companies like Cruise America, the largest RV rental company in the US, typically count on overseas visitors for about 40% of their bookings. The majority of these...
With COVID cases rising again in Southern and Western states, the Washington Post reported that many hospitals are under renewed strain, with beds being filled to capacity.
In order to measure the true number of hospital admissions, we have developed an algorithm that can track overnight stays...
For our fourth post in our summer series, we switch to what we would broadly term essential retailers. Big box stores such as CostCo and Sam's Club were early winners in the pandemic era as many of us stocked up in preparation for an anticipated period of lock-down.
Below, a chart for Costco...
In this second post based on data from our summer webinar, we reviewed the sectors at the heart of the tourism industry - hotels, restaurants and casinos.
We had previously analyzed hotel foot traffic in multiple states. You can read our full analysis in a previous blog post here. Just to recap,...
Last week we hosted a webinar where we dug into some key data to help understand and predict trends for the travel and tourism sectors as we head into the summer.
Since Europe was locked down earlier than North America, it has also started opening up sooner. As a comparison, we looked first at...
In the past week, many states have started to see a resurgence in the number of COVID cases. In response to the need for more accurate data to monitor the pressure being placed on hospitals around the country, we have significantly enhanced our data on hospital admission.
Our data is now more...
As one of the sectors hit hardest by the pandemic, hotels, resorts and leisure facilities are hoping that the summer may offer a recovery in the form of reduced case numbers and fewer cancelled vacations. A critical period for the industry, a bounce back in July and August could help mitigate some...
Earlier this week we shared our global Sector Tracker that analyzes recovery trends by highlighting the sector with most week-over-week growth in each country. Last week, in the US, it was the transportation sector the had seen the biggest uptick in activity, based on our analysis of foot traffic...
Those of us based in the US and particularly in hard-hit states like New York have been keeping a close eye both on news about reopening our states, and on infection rate data across the country, to help us understand what the coming months may look like.
Around the world, countries are very...
Building on previous posts from Advan Research and Eigen10 Advisors using anonymized cell phone movement over time to analyze the impact of Covid-19 on various real estate property segments, this week we explore the different experiences metro areas have had returning to the office. The market...
With a decrease in social distancing measures across most states, and markets reaching record highs, the past couple of weeks had felt like a tentative breakthrough after months of lockdown and uncertainty.
Yet news from the Fed today that they would hold rates steady for the foreseeable future...