The lower tranches of MSBAM 2013-C10 have been in trouble since the beginning of the pandemic. Fitch details their latest downgrade in their last update at the end of September.
In particular, the downgrade is due to the troubles at Westfield Citrus Park, which is in a friendly foreclosure;...
Advan has been flagging an unprecedented demand in gasoline as early as February 2021. Unsurprisingly, gasoline prices have been following traffic (ie demand) at the gas stations in lockstep, since we have started tracking gas station traffic in 2016.
The graph below shows gasoline prices...
The US borders finally opened on November 8. Did that result in a material influx of tourists that will help increase hotel and retail traffic?
Not yet...
Let's review 5 airports that showcase both domestic and international travel: LAX and ORD (Chicago O'Hare) that capture international...
Migration and population trends for September 2021 are in. We are starting to see a slow return back to base, meaning residents returning to urban locations. But it is a slow process and by no means complete yet. Here are a few representative graphs that illustrate the point.
Resident moves from...
On Monday, July 19, 2021, Ice Cream brand Ben & Jerry’s announced that it will cease selling ice cream in West Bank. The announcement was followed by widespread condemnation from the Jewish community worldwide, and a stern warning from Israel’s PM to Unilever, B&J’s parent company, that there...
Gas prices and futures (contracts to buy gasoline at some point in the future) have been up massively over the last few months, to the extent that some traders are betting on the return of $100 oil/barrel before the end of the year (Options Traders Bet on Return of $100 Oil).
It was reasonable...
The answer is: Yes and no. Road trips are back but air travel is slower to recover.
Using our latest traffic pattern data, some interesting new travel trends emerged over the Memorial Day weekend (MDW) - the unofficial beginning of the summer season for many Americans on the go. We believe this...
Update: well, we did not party like 2019… There were only 22,500 spectators in the Last Row party on Friday. And, per Penske’s directions, attendance was 142,000 (tickets were limited to about 135,000, plus all the support staff for the race). Although we’re certain Helio isn’t exactly disappointed...
Indianapolis 500 is here and this year with proper spectators allowed! After last year’s hiatus in proper attendance at the Brickyard, the 105th edition of 2021 appears to be back in full force. This year’s qualifying was as exciting as ever, with only 0.03mph separating the pole sitter and 2008...
For years, Apple has been a force to reckon with. Many retail brands have seen their share of discretionary spending lost, as consumers prefer that new iWatch to some other luxury item, be it clothing or accessory.
But, is that trend here to stay? Has the consumer had enough of virtual items...
One of the largest moves we have ever seen in our data is that of gas station visitors and miles driven. Americans drive more now than they ever did, pre-pandemic and all.
What is the best way to trade this data? According to the analysis below, Gasoline Futures. This is the RBOB Gasoline front...
The oldest continuously held major sporting event in the United States, the Kentucky Derby had enjoyed steady growth from 2016 to 2019, but in 2020… well, we all know what happened last year.
As the world opens up, it’s interesting – not just for Churchill Downs, but to understand the sentiment...
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