Cures or crashes: Do clinical trial outcomes influence stock prices?
We explore a paper that analyses how clinical trial result announcements affect the stock prices of sponsoring companies.
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May fresh finds: Environmental + satellite data
This month, we spotlight ESG and satellite data sources tracking sustainability, tourism, real estate, and supply chains in new and unconventional ways. -
A primer on terminal providers
Financial terminals are essential for investors. Bloomberg leads, but challengers are gaining ground. This primer explores the landscape and what’s driving change. -
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.