[epistasis]

It is a very good read. And my only difference in option is that I think Visa of all places would be very knowledgeable about spending and where it all goes.

They have an absolutely vast amount of information about how money flows in the economy, and an interest in finding out where it will flow in the future, and when.

[dsauerbrun]

They have the data but I wouldn't trust their analysis of it unless they release all the raw data which would be to the benefit of their competitors.

[rlucas]

This piece is very much not sourced from payment rails transaction data. It's big demographic and macro data and the sources are all nicely cited