May notebook: Earnest drama + tariff trauma
If we were to pick a common theme for the past month, it would be tariffs.
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The Signal, May 2025: Tariff panic buys, AI talent movement, and global consumer sentiment
This month’s alternative data insights include US consumers stockpiling to avoid tariffs, the fiercely competitive market for AI talent, and global consumer gloom. -
Predicting trade policy with alternative data
Trump’s trade policies, including tariffs, have generated some economic turbulence. This report explores data trends to guide investors through market uncertainty. -
Nowcasting industrial performance using alternative data
Industrial production indices are often released with significant time lags. In this paper, we explore how a nowcasting model using mobility and energy demand data can precede these estimates and offer greater accuracy. -
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Accounting for the ‘ick’ factor in data compliance
We explore the 'ick' factor of clickstream data. -
Sensitive data, serious stakes: What the DOJ’s new data rule means for your data supply chain
The DOJ's Final Rule on bulk sensitive US data anyone buying alternative data. We explore where the new lines are drawn and what it means for their sourcing, compliance, and risk management. -
Picking clicks: The evolution of clickstream data
With web traffic (or clickstream) remaining one of the best-adopted alternative data types, we revisit the ecosystem in 2025. -
People Moves: Jump, FactSet and Affinity Solutions
In this month’s roundup, FiscalNote builds out its product leadership team, FactSet hires a new head of investor relations and Crunchbase continues to recruit for its rebrand. -
Consumer Edge set to acquire Earnest Analytics
In a market-moving development, Consumer Edge announced that it has agreed to acquire Earnest Analytics, with the deal expected to clear by the end of the month. -
Navigating China's healthcare market with localised data insights
China’s fast-growing, policy-driven healthcare market demands agile, local data. We explore key providers enabling smarter investments in this unique ecosystem.