Macro Intelligence · Quarterly board

2010-Q2

Quarterly aggregate · 13 week regimes · drill into children for finer reads

Quarterly

2010-Q2 — 13 weeks across 3 months

Dashboard from the materialized period object + the de-blended store. Actuals are deterministic; synthesis (below) is narrated for the current period only.

Headline — where each bloc stands

Regime scatters — connected over time · connected scatter / Gapminder

Per bloc: the path over recent periods; filled dot = this period, arrow from the prior. First is the growth×inflation map with named, shaded quadrants.

Animated regime map — growth × inflation over time · Gapminder motion

Indicators — pick a metric, compare blocs · recession shading + crosshair

One pane; switch the metric, all blocs overlaid on a comparable basis (GDP shown YoY for every bloc). Grey bands = US GDP-contraction quarters. Hover for a readout.

Per-region breakdown — 2010-Q2 vs 2010-Q1, with trend

Change views — table-lens & slope · Datawrapper

A Table-lens — color = change · sparkline = trend · text = dated value

B Slope — prior → now per bloc, one panel per metric

Whole-board snapshot — parallel coordinates · parallel coordinates

Each bloc crosses all metric axes (min–max normalized across blocs for 2010-Q2).

Audit trail — detail tables

📊 Data verdicts · 13 week(s) in period · deterministic, no narration

Standing regime — start → end, per bloc

United States

expansion, at target · held all period

China

expansion, at target → overheating / late-cycle

W17: expansion, at target → overheating / late-cycle

Euro area

expansion, at target · held all period

Japan

deflation watch · held all period

Mechanisms fired across the period

United States

M5 ×9 growth_acceleration

China

M5 ×4 growth_acceleration

Euro area

M5 ×5 growth_acceleration
M9 ×4 yield_spike

Japan

M2 ×4 inflation_surprise_down

Net indicator moves (first refreshed value → last)

United States

core_cpi: 0.02 → 0.10 +0.08 (2010-04-01 → 2010-06-17)
core_pce: 1.60 → 1.56 -0.04 (2010-04-01 → 2010-06-01)
cpi_yoy: 2.21 → 2.00 -0.21 (2010-04-01 → 2010-06-14)
gdp: 3.90 → 2.70 -1.20 (2010-04-01 → 2010-06-25)
pmi_mfg: 59.60 → 59.70 +0.10 (2010-04-01 → 2010-06-01)
pmi_svc: 53.00 → 55.40 +2.40 (2010-03-03 → 2010-06-03)
policy_rate: 0.25 → 0.25 0.00 (2010-04-04 → 2010-06-27)
slope_2s10s: 2.85 → 2.47 -0.38 (2010-04-02 → 2010-06-25)
unemployment: 9.70 → 9.70 0.00 (2010-04-02 → 2010-06-04)
yield_10y: 3.96 → 3.12 -0.84 (2010-04-02 → 2010-06-25)
yield_2y: 1.11 → 0.65 -0.46 (2010-04-02 → 2010-06-25)

China

cpi_yoy: 2.40 → 3.10 +0.70 (2010-04-01 → 2010-06-01)
pmi_mfg: 55.70 → 52.10 -3.60 (2010-04-01 → 2010-06-01)
pmi_svc: 57.30 → 58.10 +0.80 (2010-04-01 → 2010-06-01)
slope_2s10s: 1.46 → 1.10 -0.37 (2010-04-02 → 2010-06-25)
yield_10y: 3.48 → 3.38 -0.10 (2010-04-02 → 2010-06-25)
yield_2y: 2.02 → 2.29 +0.27 (2010-04-02 → 2010-06-25)

Euro area

cpi_yoy: 1.50 → 1.60 +0.10 (2010-03-31 → 2010-06-16)
gdp: 0.90 → 0.10 -0.80 (2010-04-01 → 2010-06-01)
pmi_mfg: 56.60 → 55.60 -1.00 (2010-04-01 → 2010-06-23)
pmi_svc: 53.70 → 55.40 +1.70 (2010-03-24 → 2010-06-23)
policy_rate: 1.00 → 1.00 0.00 (2010-03-04 → 2010-06-10)
unemployment: 10.00 → 10.10 +0.10 (2010-03-31 → 2010-06-01)
yield_10y: 4.17 → 3.69 -0.48 (2010-04-01 → 2010-06-01)

Japan

core_cpi: -1.10 → -1.60 -0.50 (2010-03-28 → 2010-06-25)
cpi_yoy: -1.10 → -0.90 +0.20 (2010-03-28 → 2010-06-25)
policy_rate: 0.10 → 0.10 0.00 (2010-03-17 → 2010-06-15)
unemployment: 5.00 → 5.10 +0.10 (2010-04-01 → 2010-05-30)
yield_10y: 1.29 → 1.08 -0.21 (2010-04-01 → 2010-06-01)

Busiest week: 2010-W13 (4 active mechanisms) · Quietest: 2010-W25 (0 active)

Synthesis

(historical period — no Claude narration run)

Decompose