Macro Intelligence · Quarterly board

2023-Q1

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

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Quarterly

2023-Q1 — 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 — 2023-Q1 vs 2022-Q4, 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 2023-Q1).

Audit trail — detail tables
📊 Data verdicts · 13 week(s) in period · deterministic, no narration

Standing regime — start → end, per bloc

United States
overheating / late-cycle → stagflationary
W05: overheating / late-cycle → stagflationary
China
stall-speed, at target → disinflationary stall
W05: stall-speed, at target → expansion, at target · W09: expansion, at target → stall-speed, at target · W10: stall-speed, at target → disinflationary stall
Euro area
stagflationary · held all period
Japan
overheating / late-cycle · held all period

Mechanisms fired across the period

United States
  • M10 ×13 curve_inversion
  • M6 ×9 growth_slowdown
  • M13 ×4 contraction_easing
  • M1 ×2 inflation_surprise_up
  • M9 ×1 yield_spike
China
  • M5 ×9 growth_acceleration
Euro area
  • M4 ×13 policy_tightening
  • M9 ×4 yield_spike
  • M13 ×2 contraction_easing
  • M6 ×1 growth_slowdown
Japan
  • M1 ×5 inflation_surprise_up

Net indicator moves (first refreshed value → last)

United States
  • core_cpi: 0.41 → 0.50 +0.09 (2023-01-01 → 2023-03-14)
  • core_pce: 4.94 → 4.78 -0.16 (2023-01-01 → 2023-03-01)
  • cpi_yoy: 6.33 → 6.00 -0.33 (2023-01-01 → 2023-03-14)
  • fx: 103.52 → 103.12 -0.40 (2022-12-30 → 2023-03-24)
  • gdp: 2.90 → 2.70 -0.20 (2023-01-01 → 2023-02-23)
  • pmi_mfg: 49.00 → 47.70 -1.30 (2022-12-01 → 2023-03-01)
  • pmi_svc: 56.50 → 55.10 -1.40 (2022-12-05 → 2023-03-03)
  • policy_rate: 4.50 → 5.00 +0.50 (2023-01-01 → 2023-03-26)
  • slope_2s10s: -0.53 → -0.38 +0.15 (2022-12-30 → 2023-03-24)
  • unemployment: 3.50 → 3.60 +0.10 (2023-01-01 → 2023-03-10)
  • yield_10y: 3.88 → 3.38 -0.50 (2022-12-30 → 2023-03-24)
  • yield_2y: 4.41 → 3.76 -0.65 (2022-12-30 → 2023-03-24)
China
  • cpi_yoy: 1.60 → 1.00 -0.60 (2022-12-09 → 2023-03-09)
  • fx: 6.96 → 6.82 -0.14 (2022-12-30 → 2023-03-24)
  • gdp: 3.90 → 2.90 -1.00 (2022-10-24 → 2023-01-17)
  • pmi_mfg: 50.10 → 51.90 +1.80 (2023-01-01 → 2023-03-01)
  • pmi_svc: 41.60 → 56.30 +14.70 (2022-12-31 → 2023-03-01)
  • policy_rate: 3.65 → 3.65 0.00 (2022-12-20 → 2023-03-20)
  • slope_2s10s: 0.48 → 0.46 -0.02 (2022-12-31 → 2023-03-24)
  • unemployment: 5.50 → 5.30 -0.20 (2023-01-01 → 2023-03-01)
  • yield_10y: 2.84 → 2.87 +0.03 (2022-12-31 → 2023-03-24)
  • yield_2y: 2.35 → 2.41 +0.06 (2022-12-31 → 2023-03-24)
Euro area
  • cpi_yoy: 10.10 → 8.50 -1.60 (2022-12-16 → 2023-03-17)
  • fx: 1.07 → 1.08 +0.02 (2022-12-30 → 2023-03-24)
  • gdp: -0.10 → 0.80 +0.90 (2022-12-16 → 2023-03-17)
  • pmi_mfg: 47.80 → 47.10 -0.70 (2022-12-16 → 2023-03-24)
  • pmi_svc: 49.10 → 55.60 +6.50 (2022-12-16 → 2023-03-24)
  • policy_rate: 2.50 → 3.50 +1.00 (2022-12-15 → 2023-03-16)
  • unemployment: 6.50 → 6.70 +0.20 (2022-12-01 → 2023-03-02)
  • yield_10y: 3.04 → 3.23 +0.19 (2023-01-01 → 2023-03-01)
Japan
  • core_cpi: 1.50 → 1.90 +0.40 (2022-12-23 → 2023-02-24)
  • cpi_yoy: 3.80 → 4.30 +0.50 (2022-12-23 → 2023-02-24)
  • fx: 132.92 → 130.87 -2.05 (2022-12-30 → 2023-03-24)
  • policy_rate: -0.10 → -0.10 0.00 (2022-12-20 → 2023-03-10)
  • unemployment: 2.50 → 2.50 0.00 (2022-12-27 → 2023-03-03)
  • yield_10y: 0.49 → 0.32 -0.17 (2023-01-01 → 2023-03-01)

Busiest week: 2022-W52 (6 active mechanisms) · Quietest: 2023-W02 (4 active)

Synthesis

(historical period — no Claude narration run)

Decompose

2023-01
monthly board
2023-02
monthly board
2023-03
monthly board