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We use four measures of mobility using data from Google, Apple, TomTom, and Flight Radar. We track them across 50 countries. Here’s the high level summary:
- In DM, there is mobility levels are rising in most countries. Apple mobility points to increases in France, Italy, Spain, Sweden, Belgium, Austria, Norway, Ireland, Denmark, Finland, Portugal, Greece, Iceland, and Canada. On the other hand, mobility levels were unchanged in the US, UK, Japan, Germany, Netherlands, Switzerland, Australia, and New Zealand.
- Google largely agrees with those results. The exceptions are France, Spain, Belgium, Norway, Denmark, Portugal, and Greece.
- TomTom data points to improvements in Japan, Netherlands, Norway, Finland, Portugal. Slight drops were seen in Denmark and Australia. Other countries were largely unchanged.
- In EM, China is again close to 100% of baseline, rebounding after last week’s drop. According to Apple data, mobility levels are at or above baseline in Taiwan, Malaysia, Thailand, Hungary, Poland, Czech Republic, Russia, Turkey, UAE, and Israel. Google data, on the other hand, shows this is only Singapore, Hungary, Czech Republic, and Poland.
- We define normal/baseline levels as 13 Jan 2020 for Apple data and a median value of week days for 3 Jan – 6 Feb 2020 for Google data. TomTom baseline is the same day of last year.
- Lastly, for perspective, we also include time series of the Apple mobility data evolution.
Bilal Hafeez is the CEO and Editor of Macro Hive. He spent over twenty years doing research at big banks – JPMorgan, Deutsche Bank, and Nomura, where he had various “Global Head” roles and did FX, rates and cross-markets research.
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