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Interview

Measuring the Reopening of America

Goldman SachsHeath Terry, Liz
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  • The analysis intends to utilize novel data sets tracking time spent in parks, retail, grocery stores, workplaces, and homes to assess the impact of varying government reopening paces, with availability limited only by the duration of data access.
  • Video chat app usage is forecasted to flatten and subsequently decline as daily activities normalize.
  • Commuting patterns are expected to revert to pre-restriction habits, specifically including a return to visits at Starbucks.
  • High-frequency data is anticipated to serve as a predictive indicator for future corporate guidance and earnings calls.
  • Industrial data points are expected to reflect the reopening trend, though these signals are noted to be more delayed than consumer-facing data.