Macro-financial & demographic scenarios

A scenario is not
a list of numbers.
It is a distribution.

State a view — a European recession, an oil shock — and let the model carry its consequences to every country and every asset class. Then read what that view costs in plausibility.

GVAR · DSGE-OLG · Drawdown parity Euro area & United States, free Vintage 2027Q1
38OECD economies covered
356Demographic equations / year
0–1Plausibility score
2 sTo recompute a scenario
01

What demography does to interest rates

Ageing lowers the equilibrium rate of interest, and so pushes central banks closer to their lower bound. Here is by how much, across the OECD, under demographic pressure alone — every economy anchored to the same starting point.

Share of time spent at the lower bound, 2075

A purely demographic counterfactual: everything that is not demographic stays at its 2024 value, and every economy starts from the same position — that of the United States in 2024.

United Nations · World Population Prospects 2024 Closed form, computed in your browser

View the data — all 38 economies
Share of time at the lower bound, by economy
Economy202420502075Spells / centuryLength (qtr)Natural rate

Move the slider and Korea travels from 8 % to 77 %. The ranking never moves. That is what a model gives you — not a number, a robust ordering.

Notice who is at the top. It is not the oldest economies but the fastest-ageing ones: Korea, Chile, Costa Rica, Colombia, Türkiye. The indicator is driven by the change from today's position, and economies that are already old have paid most of their bill.

Ageing also raises the frequency of the bound far more than its depth: between 2024 and 2075 Korea's spell rate rises twentyfold, its expected duration only threefold. A central bank in an ageing economy should size its toolkit for frequency, not for depth.

These indicators are a floor — see the model's declared limits and the withdrawal register
02

Five engines, one chain

From public data to an exported allocation, with no detour through a spreadsheet.

01 — Macro

The multi-country model

Economies linked by their trade flows, plus a global block — oil, commodities, world equity. A view on Germany propagates to its partners through the structure of the model itself, not through expert judgement.

02 — Scenarios

Views and plausibility

State absolute, relative, averaged or cumulated views, each with its own confidence. The model returns the conditioned distribution — and the price of your assumptions, view by view.

03 — Demography

Natural rate and the bound

A cohort engine on United Nations data, coupled to an overlapping-generations model. Demography stops being scenery: it puts a floor under the interest rates of your scenarios.

04 — Returns

From rates to assets

Each asset class is tied to the variables of its own region. And the link runs both ways: a view on European equities moves the distribution of European GDP, exactly.

05 — Allocation

Building the portfolio

The classical constructions — mean-variance, minimum variance, equal risk contribution — and a proprietary family that equalises contributions to drawdown, the risk that actually triggers redemptions.

06 — Output

Replayable, exportable

Every result carries its data vintage, model version, random seed and fingerprint. It replays identically two years later, and exports to your portfolio system.

03

Is this scenario reasonable?

The question nobody puts a number on. Geodesis answers it with one — and decomposes it view by view.

The scoreA divergence, not an opinion
We measure the distance between the distribution your scenario induces and the one the model produces on its own. The result lives between 0 and 1: at 0 your scenario imposes nothing, at 1 it is purely deterministic. Two scenarios with the same score are comparable — whatever the model, the country or the horizon.
The attributionWhich view is expensive
The divergence decomposes exactly across your views. You see which one weighs, and by how much. A share can be negative: that view is then redundant — the others already implied it. We show the sign as it is rather than hiding it.
The displacementWhere the world moved
The attribution can say nothing about a country you did not constrain — that is a mathematical property, not an implementation limit. A second indicator therefore shows where the distribution moved, including where you asked for nothing.
The price of comfortEven an agreeable view costs
Counter-intuitive but exact: a view perfectly aligned with the model's own projection still consumes plausibility, because it constrains the variance. Tightening uncertainty is a claim, and claims are paid for.
05

Open by default

The dividing line is not the data, it is the computation. Reading is free — and complete.

Public
Free
No account
  • The full dashboard, read-only
  • Euro area and United States
  • Lower-bound map, every economy
  • Template scenarios, methodology, withdrawal register
  • Other economies in detail
  • Bespoke computation
You are here
Registered
Free
Work email address
  • The same dashboard
  • Every economy covered
  • Saved views, vintage alerts
  • Export of series and quantiles
  • Access to past vintages
  • Bespoke computation
Enterprise
$20
per seat, per month
  • The right to compute: your parameters, your views
  • Models, bespoke scenarios, allocation
  • API and Python library
  • Connectors to your portfolio system
  • 10 simulations included per month, then metered
  • Deployment plan at $10,000/year, seats not charged
  • 1,000 compute units a month, then the marginal price — nothing stops

Computation is the only thing we charge for.

The free tiers read results that are already computed and published at each vintage. They touch neither our database nor our compute queues — and stay up even when the engine does not.

Create an account →
06

Declared limits of the model

Each one names an assumption that, ignored, makes a result read as something it is not — a floor for a forecast, a plausibility for a probability of occurrence. They are served by the platform rather than written into this page, so that the site and every export say exactly the same thing.

The published tier is unreachable; the limits are also printed in every export.

07

Withdrawal register

What the research programme withdrew from its own results, why, and what replaced it. Any prediction withdrawn from the corpus is withdrawn from the product, and the reason is published here, without an account. It is not an admission of weakness: it is the most convincing proof a model-validation team can receive that a result still on display has been through a discipline of refutation.

The published tier is unreachable; the register is served at /public/v1/withdrawals.