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Early State Restrictions Easing Show Residents Re-Engaging

May 8, 2020
Early State Restrictions Easing Show Residents Re-Engaging

While there is no playbook for navigating a pandemic, (as we have stated several times over past few months), as states begin to ease restrictions it will be important to track activities they are "easing" and the willingness of residents to re-engage. Our data science team, led by tireless Ken, categorized state "easing" into six categories (elective surgeries, etc.) and also compiled some high-frequency analytics to track "re-engagement." There is no playbook, so if you have suggestions we welcome them.

So far, 26 states are in some form of "open," representing 58% of US GDP. But state governments have limited what activities are open or set dates for easing into the future. It seems like states have prioritized "business" and "healthcare" over "retail" -- this is not surprising since the two formers are larger contributors to the tax base (asset owners), even as they are smaller shares of employment. (See chart below and Point 2.) Some of the early results show residents are re-engaging.

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