Shock Inference Lab

EU/US tier-3 sanctions on Russia

2014-07-29 · Russia · sanctions · severity 3/5

Sectoral sanctions on energy and finance; Russian sovereign curve repriced higher.

Pre/post market reaction

WindowRU 10Y ΔUS 10Y ΔSpread Δ
1d0.00pp0.00pp0.00pp
1w+0.28pp+0.02pp+0.26pp
1m+0.28pp+0.02pp+0.26pp
3m+0.38pp-0.15pp+0.53pp

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

Geopolitical risk premium

Localised yield rise with global risk-off tone.

Inference scores

no-signal
confidence: high

No abnormal yield movement detected after factor-model controls.

Early warning51/100

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

Reaction58/100

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

Constraint56/100

Lead/lag band: no-signal.

Amplification24/100

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

Confidence80/100

Severity × benchmark coverage × data coverage.

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

AI Inference

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