Geopolitical risk perceptions: The Russian economy
We review a study that creates news-based geopolitical risk indicators to quantify the impact that media sources have on the Russian economy.
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President Trump’s second term: The shifting regulatory landscape in the data space
The regulatory space is undergoing significant changes during President Trump's second term. Some of these changes will undoubtedly impact alternative data providers and buyers. This report outlines key developments across various regulatory agencies and their potential impact on the data market. -
How big is the alternative data market?
How big is the alternative data market, $1bn? $10bn? $100bn? It’s a question we hear often at Neudata. In this report, we dive into our own data to provide an answer - while also uncovering key trends shaping the numbers. -
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Edge from earnings calls: Tapping into economic trends through textual analysis
Semantic analysis of company earnings calls to predict stock price movements has long been a widely researched area in the world of alternative data. We explore whether textual analysis of earnings calls can help identify insights into broader economic trends in a volatile market. -
AI knowledge distillation: The key to DeepSeek’s refinement?
We highlight the findings and implications of a paper that outlines the launch of DeepSeek’s R1 model, which shook the AI industry in January 2025. -
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The Signal, February 2025: Super Bowl bets and DeepSeek’s funding impacts
This month’s alternative data insights include DeepSeek’s potential to disrupt VC’s funding rounds and trends in American sports betting. -
Global conflict tracking: Enhancing insights with alternative data
This report outlines datasets that can be used to track global conflicts and considers their impact on financial markets. For example, the worsening conflict in the Democratic Republic of Congo will likely impact global manufacturing due to its importance in global cobalt and copper production. We look at vendors across different data types, including satellite, geopolitical risk, news/event, shipping and trade. -
DeepSeek's AI shakes up the industry: Irony and implications
The AI world was rocked the last week of January when DeepSeek, a Chinese AI company, unveiled its new large language model that rivals ChatGPT's capabilities but was developed at a fraction of the cost. -
Card data: Solutions and shortcomings for the US grocery sector
We propose the transaction data panels best suited to tracking the US grocery sector. -
From patents to profit: Predicting stock market success
Tech giants continue to dominate the innovation landscape, securing the lion's share of patents issued in 2024. We review a paper that explores the relationship between tech company patent activities and stock market performance, going beyond traditional stock forecasting. The authors model the number of applications, the diversity of patent categories and their impact on stock price dynamics and volatility.