Global Macro Outlook AI

Macro intelligence MVP

Demo data mode

Methodology

Transparent scoring and regime logic

The MVP starts with explainable rule-based scoring. Forecasts are deliberately simple and uncertainty is displayed instead of hidden.

Risk score categories

Growth momentum

Higher risk when GDP growth is below its recent average, growth is slowing, or unemployment is rising.

Inflation pressure

Higher risk when CPI is above target or rising, oil and food proxies are increasing, FX is depreciating, or wage growth is elevated.

Monetary tightness

Higher risk when real policy rates are positive and rising, the yield curve is inverted, or the policy rate is restrictive.

Fiscal stress

Higher risk when debt-to-GDP is high and rising, deficits are wide, or interest rates exceed nominal GDP growth.

Credit stress

Higher risk when NPLs rise, credit growth becomes unstable, or the yield curve signals tightening.

External vulnerability

Higher risk when current-account deficits are large, currencies depreciate, reserves fall, or external debt is elevated.

Macro regime classification

  • Expansion: growth positive, inflation controlled, credit stress low.
  • Slowdown: growth weakening, inflation moderate, credit stress rising.
  • Recession risk: growth negative or weakening, unemployment rising, or curve/credit stress high.
  • Stagflation: growth weak and inflation high.
  • Disinflationary growth: growth stable while inflation falls.
  • Credit stress, external stress, fiscal stress: the named risk bucket is high enough to override the base growth signal.

Forecasting limitations

The forecasting lab currently supports last-observation-carried-forward, moving-average, and linear-trend baselines. Scenario bands are illustrative. They are not probabilistic institutional forecasts and should be treated as research scaffolding.

How to extend the system

Add a new indicator by registering it in the shared indicator list, adding demo coverage in the demo-data module, then mapping it in the relevant live adapter.

Add a new source by implementing the common DataAdapter interface: fetchSeries, searchIndicators, and healthCheck.

Promote a demo series to live by keeping API keys on the server, validating responses, caching results, and preserving source labels under charts.

Research disclaimer: Forecasts, classifications, and risk scores are for research, education, and decision-support only. They are not investment, legal, tax, or financial advice.