These indicators are mostly for travel and entertainment - some of the sectors that will recover very slowly.



----- Airlines: Transportation Security Administration -----

Click on graph for larger image.

----- Restaurants: OpenTable -----

----- Movie Tickets: Box Office Mojo -----

----- Hotel Occupancy: STR -----

----- Gasoline Supplied: Energy Information Administration -----

----- Transit: Apple Mobility -----

----- New York City Subway Usage -----

The TSA is providing daily travel numbers This data shows the seven day average of daily total traveler throughput from the TSA for 2019 (Blue) and 2020 (Red).The dashed line is the percent of last year for the seven day average.This data is as of September 27th.The seven day average is down 68% from last year (32% of last year).There has been a slow increase from the bottom.The second graph shows the 7 day average of the year-over-year change in diners as tabulated by OpenTable for the US and several selected cities. Thanks to OpenTable for providing this restaurant data:This data is updated through September 26, 2020.This data is "a sample of restaurants on the OpenTable network across all channels: online reservations, phone reservations, and walk-ins. For year-over-year comparisons by day, we compare to the same day of the week from the same week in the previous year."Note that this data is for "in a given market".The 7 day average for New York is still off 63% YoY, and down 33% in Arizona. There was a surge in restaurant dining around Labor Day - hopefully mostly outdoor dining. This data shows domestic box office for each week (red) and the maximum and minimum for the previous four years. Data is from BoxOfficeMojo through September 24th.Note that the data is usually noisy week-to-week and depends on when blockbusters are released.Movie ticket sales have picked up over the last few weeks, and were at $9 million last week (compared to usually under $200 million per week in the late Summer / early Fall).Some movie theaters are reopening (probably with limited seating at first). This graph shows the seasonal pattern for the hotel occupancy rate using theThe red line is for 2020, dash light blue is 2019, blue is the median, and black is for 2009 (the worst year since the Great Depression for hotels - prior to 2020).This data is through September 19th.Hotel occupancy is currently down 31.9% year-over-year (and that is boosted by fires and a hurricane).Notes: Y-axis doesn't start at zero to better show the seasonal change.The leisure travel season usually peaks at the beginning of August, and then the occupancy rate typically declines sharply in the Fall. With so many schools closed, the leisure travel season might have lasted longer than usual this year, but it is unlikely business travel will pickup significantly in the Fall. This graph, based on weekly data from the U.S. Energy Information Administration (EIA), shows gasoline supplied compared to the same week last year of .At one point, gasoline supplied was off almost 50% YoY.As of September 19th, gasoline supplied was only off about 8.9% YoY (about 91.1% of normal).Note: I know several people that have driven to vacation spots - or to visit family - and they usually would have flown. So this might have boosted gasoline consumption and the expense of air travel.This graph is from Apple mobility . From Apple: "This data is generated by countingin select countries/regions, sub-regions, and cities." This is just a general guide - people that regularly commute probably don't ask for directions.There is also some great data on mobility from the Dallas Fed Mobility and Engagement Index . However the index is set "relative to its weekday-specific average over January–February", and is not seasonally adjusted, so we can't tell if an increase in mobility is due to recovery or just the normal increase in the Spring and Summer. This data is through September 25th for the United States and several selected cities.The graph is the running 7 day average to remove the impact of weekends.IMPORTANT: All data is relative to January 13, 2020. This data is NOT Seasonally Adjusted. People walk and drive more when the weather is nice, so I'm just using the transit data.According to the Apple data directions requests, public transit in the 7 day average for the US is still only about 58% of the January level. It is at 51% in Los Angeles, and 58% in Houston.Here is some interesting data on New York subway usage (HT BR). This graph is from Todd W Schneider This data is through Friday, September 25th.Schneider has graphs for each borough, and links to all the data sources.He notes: "Data updates weekly from the MTA’s public turnstile data , usually on Saturday mornings".