So Google has these mobility reports now and you can see how mobility has changed for specific aspects. They compare to a baseline of that country (there's the time in the chart so u can see deterioration since early March).

India: -77% for retail; -65% for grocery; -57% parks
Indonesia 🇮🇩: -47% for retail & recreation; -27% for grocery & pharmacy; -52% for parks; -54% for transit; -15% for workplace
Malaysia 🇲🇾: -81% for retail & recreation; -58% for grocery & pharma; -68% parks; -83% transit stations; -52% workplace
Thailand 🇹🇭: -55% retail & recreation; -27% grocery & pharma; -54% parks; -61% transit stations & -21 workplaces
The Philippines 🇵🇭: -81% retail & recreation; -59% grocery & pharma & parks -59% & -82% transit and -54% workplaces
Vietnam 🇻🇳 lock-down hasn't started yet till 1 April & data already: -52% retail sales & recreation; -29% grocery & pharma; -33% parks; -49% transit stations; -20% workplaces
Singapore (before the circuit breaker or soft lock-down): -28% retail & recreation; -6% grocery & pharma; -12% parks; -40% transit stations; -15% workplace
Hong Kong 🇭🇰: -35% for retail & recreation; -7% for grocery & pharma; -43% for parks; -45% for transit stations; -24% workplaces
Taiwan 🇹🇼: -9% for retail & recreation; +3% for grocery; +17% for parks; -24% for transit station; -1% for workplaces.

I think we have a winner of mobility so far! 👏🏻👏🏻👏🏻
Yes, South Korea 🇰🇷 is like Taiwan but less good in terms of drop of retail sales but seems HEALTHY!

-19% retail sales & recreation
+11% grocery & pharma
+51% parks!!!
-17% transit stations
-16% work place

Yes, Taiwan is #1 in mobility by along shot & South Korea is #1 👏🏻👏🏻👏🏻
Japan 🇯🇵: -26% retail & recreation; -7% grocery & pharma; -25% parks; -41% transit stations; -9% workplaces
Australia: -45% retail sales; -19% grocery & pharma; -35% parks; -58% transit stations; -33% workplaces
Are you ready? This is the worst I've seen so far & confirms the cliff diving of the PMI.

Italy 🇮🇹: -94% for retail & recreation; -85% for grocery & pharma; -90% parks; -87% transit; -63% workplace

Basically very very limited mobility.
Spain 🇪🇸 is bad too & looks just like Italy:

-94% retail sales & recreation
-76% grocery & pharma
-89% parks
-88% transit stations
-64% work places
France 🇫🇷:

-88% retail sales & creation
-72% grocery & pharma
-82% parks
-87% transportation
-56% workplaces
Germany 🇩🇪:

-77% retail & recreation
-51% grocery & pharma
-49% parks
-68% transit
-39% workplaces
United Kingdom 🇬🇧

-85% retail & recreation
-46% grocery & pharma
-52% parks
-75% transit stations
-55% workplaces
United States 🇺🇸:

-47% retail & recreation
-22% grocery & pharma
-19% parks
-51% transit
-38% workplaces
Let's look at New York, roughly about ~40% of US total confirmed & deaths (confirmed a bit below & deaths above):

-62% retail & recreation
-32% grocery & pharma
-47% parks
-68% transit stations
-46% workplaces
California has 3.8% of coronavirus deaths of the US & most populous state & the economy is bigger than the UK:

-50 retail and recreation
-24% grocery & pharmacy
-38% parks
-54% transit stations
-39% workplaces
I have a few Brazilian followers so here's for you: Brazil 🇧🇷

-71% retail & recreation
-35% grocery & pharma
-70% parks
-62% transit stations
-34% workplaces
Are you ready??? Here we go, I inputted the data & compared across mobility different economies for end of March:

Best retail sales is of course Taiwan 🇹🇼& South Korea 🇰🇷 & Japan 🇯🇵 but note EVERYONE NEGATIVE

Worst for retail sales:: Spain, Italy, France, UK & the Philippines!
Note that USA retail sales & recreation is skewed towards the better half of the economies I chose (Asian & Western Europe) but still negative! No one is positive, even wonderful Taiwan and South Korea!
Parks & grocery mobility: Note something exceptional about Taiwan & South Korea, BOTH HAVE INCREASED!!!

So the Taiwanese & South Koreans are healthier!!! Meanwhile, mobility suppression severe in Italy, Spain, France, India and the Philippines for grocery!

Surprised about HK!
@fbermingham requested Ireland 🇮🇪 so here we go!!!:

-83% retail & recreation
-37% grocery & pharma
-59% parks
-78% transit stations
-52% workplaces

Will add Ireland to the sample to compare too!
Okay, adding Ireland to the mix 🤗 (any other request?):

Let's look at transit centers, this is important b/c it impacts transportation & hospitality business & the new is BAD:

No one is up, even wonderful South Korea & Taiwan & down double digits!

Worst: Spain, France, Italy!
What about workplaces????

South Korea moved down in the mobility rankings & Taiwan remains top followed by Japan & Singapore.

Workplaces mobility less impacted than others for worst economies like Spain, Italy, France and the UK!

USA is middle of the pack!
Are you ready??? I took an average of all the changes & I exclude parks and here are the rankings of BEST to WORST mobility change from base line (change in chart):

#1 Taiwan 🇹🇼 👏🏻
#2 South Korea 🇰🇷
#3 Japan 🇯🇵
#4 Singapore 🇸🇬
#5 Hong Kong 🇭🇰

Yay to the Asian tigers, esp TW! 👏🏻
The WORST change of mobility from the base line (excluding parks):

#1 Italy 🇮🇹
#2 Spain 🇪🇸
#3 France 🇫🇷
#4 The Philippines 🇵🇭
#5 Malaysia 🇲🇾

USA is pretty similar to Australia, pretty interesting🧐🤓 (no wonder I have a fondness for Australian, similar vibe of mobility policy).
Okay, someone requested Israel & the UAE & here they are in the average ranking ex parks:

Average mobility falls -50% for Israel & -49% for UAE.
Added Poland too! -61% & similar to Germany.
Bottom line:

Do what Taiwan did & very vigilant early on (started tracing & testing & shutting borders ASAP) to contain the spread of the virus & least disruptive to mobility & growth.

Alternative is hardcore suppression (Wuhan style) & very bad for mobility & growth (Italy).
Obvs since Taiwan & Asian economies that are vigilant like Vietnam, South Korea etc are the EXCEPTION, & NOT NORM (obvs thanks to the WHO misinformation in Jan & Feb 2020 too), we got rather SUPPRESSED mobility now as we have outbreaks. Western Europe is suppressing mobility most
Within the USA, New York got the most suppression of mobility. California is also doing it too to avoid an outbreak but hopefully CA will pivot towards the Taiwan model.

Taiwan & South Korean model is least disruptive to mobility & growth & so the US should try to get there.
PS: Someone asked for Nigeria & it's not bad! Better than Hong Kong in terms of mobility decline. Obvs I don't know anything about Nigeria so can't conclude anything (a lot of coverage in the FT Weekend this week though for fashion & whatnot).
I got request for Canada & since I do Canada I thought I should add Mexico, our southern neighbor!!!

Canada is -51% & Mexico is -33% for total average. Details for Canada included 👇🏻👇🏻
I got request for Canada & since I do Canada I thought I should add Mexico, our southern neighbor!!!Canada is -51% & Mexico is -33% for total average. Details for Canada included
I got request for Canada & since I do Canada I thought I should add Mexico, our southern neighbor!!!Canada is -51% & Mexico is -33% for total average. Details for Canada included
Here is Colombia! Mobility is among most restricted in the world at -74% total & retail sales mobility -86%
Here is Colombia! Mobility is among most restricted in the world at -74% total & retail sales mobility -86%
Here is Colombia! Mobility is among most restricted in the world at -74% total & retail sales mobility -86%
Okay, some of you asked about US data & details. Here is what I have done: I took the 10 states w/ the most deaths & then I showed the mobility decline in those states. The orange line shows the deaths & blue dot is the decline:

New York has 43% of deaths & mobility decline -52%
Retail & recreation mobility decline & share of total deaths. Very interesting, New York got 43% of USA deaths but mobility for retail & recreation is falling most for Georgia, which has 3% of deaths & 4% of confirmed.

You'd think New York would drop more!
Here is grocery mobility & deaths: again, New York is not the most! It's Massachusetts & Georgia!
Here is for transit, massive drop for Massachusetts. New York is dropping a lot but not the biggest!
It is in workplace that you see the most drop for NY but other states with fewer deaths are also dropping just as much.
Finally, here is another way to look at the distribution of confirmed & deaths in the USA: Very clear that New York & New Jersey are where the outbreaks are.

But also clear that mobility decline is not the most there but actually Massachusetts!!! How about that?
Someone asked for South Africa: here it is -67% in average mobility & details are -79% for retail & recreation; -60 for grocery & pharma & -80% for transit stations & -49% workplaces
Someone asked for South Africa: here it is -67% in average mobility & details are -79% for retail & recreation; -60 for grocery & pharma & -80% for transit stations & -49% workplaces
Someone asked for South Africa: here it is -67% in average mobility & details are -79% for retail & recreation; -60 for grocery & pharma & -80% for transit stations & -49% workplaces
Here is Poland 🇵🇱 per popular request:

-78% for retail sales & -59% for grocery; -59% for parks; -71% for transit; and -36% for workplace. And this is what it looks like taking an average ex parks: -61% & close to Germany's -59%
Here is Poland per popular request:-78% for retail sales & -59% for grocery; -59% for parks; -71% for transit; and -36% for workplace. And this is what it looks like taking an average ex parks: -61% & close to Germany's -59%
Here is Poland per popular request:-78% for retail sales & -59% for grocery; -59% for parks; -71% for transit; and -36% for workplace. And this is what it looks like taking an average ex parks: -61% & close to Germany's -59%
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