March notebook: AI rebrand + LNG demand
Hear from Neudata's head of research's on the hot trends in alternative data this month.
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The Signal, March 2024: Data-fuelled AI insights and GLP-1 drugs
This month’s alternative data insights include vendors’ research on the implementation of AI and deep dives into GLP-1 drug use. -
Navigating the data deluge: Monitoring India’s digital economy
India's digital economy is poised to reach $1tn by 2030. As a result, investors are keenly seeking new data sources to enhance their investment strategies and capitalise on opportunities. In this article, we take a look at the data landscape. -
Improving Japan GDP nowcasting with CO2 concentrations
Investors are increasingly interested in Japan’s macro environment, according to vendors at the Japan Alternative Data Expo 2024. This report reviews the first study using data from a Japanese greenhouse gas monitoring satellite to forecast GDP. -
Macro sentiment – alternative data sources
We summarise the alternative data sources that can help predict changes to monetary policy and whether central banks are hawkish or dovish. We also summarise other data sources that help track general macro sentiment and highlight the studies that find value in using sentiment data to forecast headline economic indicators. -
Is social media a catalyst for bank runs?
Social media was widely criticised for its role in the collapse of Silicon Valley bank in 2023. In this review, we summarise a paper that quantifies the role social media played in the turbulence faced by US regional banks. -
People moves, February 2024: Meradia, Babel Street, MetLife
A brief roundup of moves within the alt data world during the past month. -
The Signal, February 2024: Tourism, continued labour cooling and value shopping
This month's alternative data insights include layoffs and labour markets, the search for value and travel and tourism trends. -
10 unloved alternative datasets
In honour of Valentine’s Day, here are 10 datasets that deserve more love from investors. They may have failed to win the hearts of data buyers but we think they have some hidden qualities that make them worth another look. -
February notebook: Waterbourne flows + InMarket’s woes
Hear from Neudata's head of research's on the hot trends in alternative data this month.