Shock Inference Lab

Evergrande default fears

2021-09-20 · China · crisis · severity 4/5

Chinese property giant misses payments; HY credit stress; CGB yields fall on safe-haven flows.

Pre/post market reaction

WindowCN 10Y ΔUS 10Y ΔSpread Δ
1d0.00pp0.00pp0.00pp
1w0.00pp0.00pp0.00pp
1m0.00pp+0.15pp-0.15pp
3m-0.08pp+0.38pp-0.46pp

Yields at monthly resolution; sub-month windows interpolated. pp = percentage points.

Systemic crisis

Cross-asset stress.

Inference scores

no-signal
confidence: high

No abnormal yield movement detected after factor-model controls.

Early warning33/100

Abnormal yield move before the event (90d proxy).

Reaction40/100

Abnormal yield move after the event (1m / 3m).

Constraint45/100

Lead/lag band: no-signal.

Amplification24/100

Post-event move beyond pre, on a crisis backdrop.

Confidence90/100

Severity × benchmark coverage × data coverage.

v1 scores use a simple factor model on monthly yields. See docs/METHODOLOGY.md.

AI Inference

Click generate for an AI-written causal read of this event's market reaction, with comparable historical episodes.