Quant thesis: When severe weather (extreme heat, snowstorms, hurricanes) is forecast for upcoming weeks in major travel hubs, consumers postpone bookings and travel demand contracts.
Plain English: Uses travel and mobility data to test whether movement in the real economy is spilling into sector ETFs.
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When severe weather (extreme heat, snowstorms, hurricanes) is forecast for upcoming weeks in major travel hubs, consumers postpone bookings and travel demand contracts.
Uses travel and mobility data to test whether movement in the real economy is spilling into sector ETFs.
Uses travel and mobility data to test whether movement in the real economy is spilling into sector ETFs.
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