Macro Intelligence · Yearly board

2014

Yearly aggregate · 52 week regimes · drill into children for finer reads

Yearly

2014 — 52 weeks across 4 quarters

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 — 2014 vs 2013, 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 2014).

Audit trail — detail tables
📊 Data verdicts · 52 week(s) in period · deterministic, no narration

Standing regime — start → end, per bloc

United States
expansion, at target · held all period
China
overheating / late-cycle → stall-speed, at target
W02: overheating / late-cycle → stall-speed, at target
Euro area
goldilocks / reflation → deflation watch
W26: goldilocks / reflation → disinflationary stall · W31: disinflationary stall → deflation watch
Japan
stall-speed, at target · held all period

Mechanisms fired across the period

United States
  • M5 ×30 growth_acceleration
China
  • M5 ×8 growth_acceleration
  • M9 ×1 yield_spike
Euro area
  • M3 ×8 policy_easing
  • M5 ×6 growth_acceleration
Japan
  • M1 ×7 inflation_surprise_up

Net indicator moves (first refreshed value → last)

United States
  • core_cpi: 0.09 → 0.10 +0.01 (2014-01-01 → 2014-12-17)
  • core_pce: 1.45 → 1.40 -0.05 (2014-01-01 → 2014-12-23)
  • cpi_yoy: 1.56 → 1.30 -0.26 (2014-01-01 → 2014-12-15)
  • gdp: -1.40 → 5.00 +6.40 (2014-01-01 → 2014-12-23)
  • pmi_mfg: 57.00 → 58.70 +1.70 (2014-01-02 → 2014-12-01)
  • pmi_svc: 53.90 → 59.30 +5.40 (2013-12-04 → 2014-12-03)
  • policy_rate: 0.25 → 0.25 0.00 (2014-01-05 → 2014-12-28)
  • slope_2s10s: 2.60 → 1.52 -1.08 (2014-01-03 → 2014-12-26)
  • unemployment: 6.60 → 5.80 -0.80 (2014-01-01 → 2014-12-05)
  • yield_10y: 3.01 → 2.25 -0.76 (2014-01-03 → 2014-12-26)
  • yield_2y: 0.41 → 0.73 +0.32 (2014-01-03 → 2014-12-26)
China
  • cpi_yoy: 3.00 → 1.40 -1.60 (2013-12-09 → 2014-12-10)
  • gdp: 7.80 → 7.30 -0.50 (2013-10-18 → 2014-10-21)
  • pmi_mfg: 50.50 → 50.10 -0.40 (2014-01-01 → 2014-12-01)
  • pmi_svc: 54.60 → 53.90 -0.70 (2014-01-03 → 2014-12-03)
  • policy_rate: 5.73 → 5.51 -0.22 (2014-01-03 → 2014-12-26)
  • slope_2s10s: 0.26 → 0.27 +0.00 (2014-01-03 → 2014-12-26)
  • yield_10y: 4.64 → 3.63 -1.01 (2014-01-03 → 2014-12-26)
  • yield_2y: 4.38 → 3.37 -1.01 (2014-01-03 → 2014-12-26)
Euro area
  • cpi_yoy: 0.90 → 0.30 -0.60 (2013-12-17 → 2014-12-17)
  • gdp: -0.10 → -0.20 -0.10 (2013-12-17 → 2014-12-17)
  • pmi_mfg: 52.70 → 50.80 -1.90 (2014-01-02 → 2014-12-16)
  • pmi_svc: 51.00 → 51.90 +0.90 (2013-12-16 → 2014-12-16)
  • policy_rate: 0.25 → 0.05 -0.20 (2013-12-05 → 2014-12-04)
  • unemployment: 12.10 → 11.50 -0.60 (2013-11-29 → 2014-11-28)
  • yield_10y: 3.21 → 1.45 -1.77 (2014-01-01 → 2014-12-01)
Japan
  • core_cpi: 0.60 → 2.10 +1.50 (2013-12-26 → 2014-12-26)
  • cpi_yoy: 1.50 → 2.40 +0.90 (2013-12-26 → 2014-12-26)
  • policy_rate: 0.10 → 0.10 0.00 (2013-12-20 → 2014-12-19)
  • unemployment: 3.90 → 3.50 -0.40 (2013-12-30 → 2014-11-29)
  • yield_10y: 0.61 → 0.33 -0.28 (2014-01-01 → 2014-12-01)

Busiest week: 2014-W23 (3 active mechanisms) · Quietest: 2014-W06 (0 active)

Synthesis

(synthesis pending — runs for the current period)

Decompose