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Ready? Here is the latest Google Mobility from best to worst for Asia, USA, and Europe versus the base line (before Covid-19).
Took an average of retail, grocery, transit & workplace for overall mobility that has economic implication. Also shows retail sales alone.
Who's best?
Took an average of retail, grocery, transit & workplace for overall mobility that has economic implication. Also shows retail sales alone.
Who's best?
Let's talk about overall average of mobility & then we'll talk about retail sales & recreation.
Best: Vietnam, South Korea, Norway, Taiwan, Hong Kong, Greece, Switzerland, Australia, Germany!
Worst: Sweden, Finland, the Philippines, the UK, Ireland, India, Singapore, Spain
Best: Vietnam, South Korea, Norway, Taiwan, Hong Kong, Greece, Switzerland, Australia, Germany!
Worst: Sweden, Finland, the Philippines, the UK, Ireland, India, Singapore, Spain
Let me show u only overall & it shows only Vietnam is back to normal. The USA & France are at the same level of -20% so middle of the pack & making good progress of recovery.
Read my write-up on Vietnam. Let's look at retail sales
https://twitter.com/Carnegie_Europe/status/1275028336717283329?s=20
Read my write-up on Vietnam. Let's look at retail sales
https://twitter.com/Carnegie_Europe/status/1275028336717283329?s=20
Okay guys, let's look at only retail sales & recreation mobility.
Best: Norway!!!
It's even above baseline of +10%
Everyone else is still below Covid-19 level w/ honorable mention to: South Korea, Taiwan, Vietnam, Greece, Hong Kong Australia, Germany Switzerland, Japan.
Best: Norway!!!
It's even above baseline of +10%Everyone else is still below Covid-19 level w/ honorable mention to: South Korea, Taiwan, Vietnam, Greece, Hong Kong Australia, Germany Switzerland, Japan.
Actually, Japan, Thailand & the USA are at the same level for retail sales by 19 June & that's -15% below baseline so that's pretty good recovery
Italy, Australia & France not bad at -17%
Worst: Sweden, India, the Philippines, the UK, Finland, Ireland, Singapore, Malaysia
Italy, Australia & France not bad at -17%
Worst: Sweden, India, the Philippines, the UK, Finland, Ireland, Singapore, Malaysia
I forgot to include Hungary & Poland & Portugal. Hungary is doing so well too! Chart below is overall mobility!
Here is retail sales & recreation: Norway & Hungary!!!! Poland too!
So the stars of Europe are: Norway, Hungary, Greece, and Poland & Germany!!!!
So the stars of Europe are: Norway, Hungary, Greece, and Poland & Germany!!!!
U're like, how is Sweden WORST if there's no lock-down?
Guys, they are going to parks! My average does not include parks + homes. So here I show retail sales & parks. You can see that the Nordic people are totally all about parks!!! That said, the Norwegians are shopping + parks
Guys, they are going to parks! My average does not include parks + homes. So here I show retail sales & parks. You can see that the Nordic people are totally all about parks!!! That said, the Norwegians are shopping + parks
Seems like Asian economies are not embracing parks as much as the Europeans & Americans.
Look at India, Singapore, the Philippines, Indonesia, Japan, Thailand etc.
They are not doing more parks & also not shopping more!!! So what are they doing?
Look at India, Singapore, the Philippines, Indonesia, Japan, Thailand etc.
They are not doing more parks & also not shopping more!!! So what are they doing?
The biggest increase of residential mobility (or shall I say just staying at home way more) are Asian economies, UK, Ireland, Portugal!!!
The most home-bodied people are:
Singapore
The Philippines
The United Kingdom
Ireland
India
Portugal
Sri Lanka
Indonesia
Malaysia
The most home-bodied people are:
Singapore
The Philippines
The United Kingdom
Ireland
India
Portugal
Sri Lanka
Indonesia
Malaysia
This is the USA mobility vs pre-Covid-19:
Parks +60% (good - healthier)
Home +9% (did u see home sales)
Grocery 0 (normal)
Retail sales -15%
Transit stations -28%
Workplaces -36%
Clear that some sectors gaining & some not & Americans changing perhaps for the better!!!
Parks +60% (good - healthier)
Home +9% (did u see home sales)
Grocery 0 (normal)
Retail sales -15%
Transit stations -28%
Workplaces -36%
Clear that some sectors gaining & some not & Americans changing perhaps for the better!!!
Interestingly, France just looks like the USA (same score of average):
Parks +44%
Home +9%
Grocery -4%
Retail -17%
Transit -27%
Work places -30%
Parks +44%
Home +9%
Grocery -4%
Retail -17%
Transit -27%
Work places -30%
Japan is different: Doing less of everything but home!!!! +9% like the USA & France for residential.
This is likely good for residential related stuff as people spend more time at home will try to beautify their homes!!!
Why aren't Japanese people hiking more??
This is likely good for residential related stuff as people spend more time at home will try to beautify their homes!!!
Why aren't Japanese people hiking more??
This is the UK: More parks + more home! And the home bit is way higher than the USA, France & Japan so British people are loving their already nice homes even more!!!
More gardening, DIY etc projects??? Very interesting!!!
More gardening, DIY etc projects??? Very interesting!!!
As the Norwegians are special, let's look at them. Very interesting. They are doing more of retail, more of grocery (very expensive there if I recall from my visit ages ago), more PARKS, less transit, less work & less home!!!!
They are social!!! Good good!
They are social!!! Good good!
Let's give a little attention to Greece as the coverage has been rather negative in terms of economics but this Covid-19 thing is totally good for Greece! Doing well! What are the Greeks doing? More grocery, more park, & a bit more home! Can't blame them! Beautiful country!
South Korea is looking rather European in its mobility trends :
More parks!!! A lot of parks! More grocery! About the same w/ home (smudge more) & shopping is less but getting normal!
Unlike Europe, work & transit almost normalized!!!
More parks!!! A lot of parks! More grocery! About the same w/ home (smudge more) & shopping is less but getting normal!
Unlike Europe, work & transit almost normalized!!!
Here is Taiwan: Seems good to me! Taiwanese don't shop as much, more parks, work is MORE & home slightly more!
Man, they are saving more money & getting healthier!!!
Man, they are saving more money & getting healthier!!!
Let's see what the Vietnamese are doing:
Less shopping!!! -9% (normal trends vs others)
More grocery!!! (pho food at home)
Not so much park - need to get healthier guys
More work & more home!!! So saving more???
Transit almost normal!!!
Less shopping!!! -9% (normal trends vs others)
More grocery!!! (pho food at home)
Not so much park - need to get healthier guys
More work & more home!!! So saving more???
Transit almost normal!!!
India mobility:
Staying at home much much more!!! +15%
Much less shopping & eating out as it's -57%
Less parks!!! -50%
Less transit -38%
Less work!!! -34%
So saving but not so much income either. Net negative still!
Staying at home much much more!!! +15%
Much less shopping & eating out as it's -57%
Less parks!!! -50%
Less transit -38%
Less work!!! -34%
So saving but not so much income either. Net negative still!
The Philippines is more intense - Filipinos are staying at home so much more +27%
Not much of everything else as activities still down, even grocery!!!
Not much of everything else as activities still down, even grocery!!!
Australia is interesting as it is a beautiful country w/ plenty of parks, beaches etc but Australians are not doing more of it!!!
They are doing more grocery shopping & staying home & other activities normalizing except transit that's still >1/3 down.
They are doing more grocery shopping & staying home & other activities normalizing except transit that's still >1/3 down.
Let's talk about my beloved city Hong Kong:
Not shopping more but almost normalized at -10% (retail sales still bad)
More home cooking & more homey!!! I can concur! I am doing more cooking of random stuff!
Other activities almost normal but down.
Not shopping more but almost normalized at -10% (retail sales still bad)
More home cooking & more homey!!! I can concur! I am doing more cooking of random stuff!
Other activities almost normal but down.
