Alternative Data Newsletter #159 – March 12th, 2020

Key Highlights

Eagle Alpha has been doing a lot of work on datasets that can be applied to the economic impact of Coronavirus on both a macro and company level. Our work shows there are many relevant datasets that can be used. We are hosting a Webinar on this tomorrow, Friday, March 13th. 

We are hosting a call for Eagle Alpha clients only at 10 am EST/2 pm GMT. Please register here

We are hosting a call for non-Eagle Alpha clients at 11 am EST/3 pm GMT. Please register here.

Eagle Alpha Conferences. Due to the global impact of Coronavirus Eagle Alpha plans to host our first alternative data conference from Sydney via videoconference. Attendance to the video conference will be extended to the whole APAC region. Due to the disruption, we are working on our agenda for the conference and we will inform those interested when it is available. We will also post the new agenda to the Eagle Alpha website. At a high level, the video conference will be a morning of presentations and speakers followed in the afternoon by a smaller focused session on data science.
Register Here

Quality Testing

Eagle Alpha’s Data Science team recently published a Jupyter notebook-based Data Quality report on a dataset that tracks human capital and employment information across 1000s of public and private companies.

Clients of Eagle Alpha’s Data Sourcing offering can access the report here.

Prioritization

With Alpha Capture, data vendors submit trade ideas or forward-looking use cases based on interesting insights from their datasets, which gives fund managers the first-ever opportunity to value alternative datasets and ascertain, at scale, the real potential for alpha. Email enquiries@eaglealpha.com to learn more.

Discovery

Airline traffic and capacity have become a major talking point in recent days. Investors are looking to measure the impact of Coronavirus on airline schedules, pricing and loadings. Eagle Alpha’s data sourcing team have three excellent datasets to recommend to clients. Please reach out.

Contact Us

Dashboards

There has been significant disruption in the oil patch this week with the news from OPEC about cutting oil prices. Examining the LinkUp Job Listings dashboard hosted on Eagle Edge we have observed that oil patch related employment in the Huston Texas and Midlands Texas areas have already been trending negative since Q32019.

Case Study

On March 12th Eagle Alpha published a case study on using satellite data from RS Metrics. Using satellite data RS Metrics measured the potential impact of the COVID-19 on production and inventory levels for copper and aluminium in China. This impacts many companies connected to the metals supply chain. The data can also be used to measure the potential impact on the Chinese economy. The data also showed that an inventory build of metals could lead to excess supply later in 2020.

Legal & Compliance

An article in the Financial Times on February 19th, 2020 highlighted a new proposal from the EU with regard to “big data” companies such as Google and Amazon. In the “European Strategy for Data” document from the European Commission said it was looking into “the need for legislative action” to push companies to share and pool data. The commission’s digital and competition chief Margrethe Vestager, said that areas such as the financial sector has to share data but Amazon does not have to share data, giving the impetus to force tech companies to open up their data.

Contact Us With Any Legal Questions

Alpha Workshops

  • March 26th: Workshop on IoT Data.
  • April 23rd: Workshop on Web Crawled Data.

Legal Webinars

  • March 24th: Alternative data in Latin America

Upcoming Events

Eagle Alpha’s Alternative Data Conferences: