IESET.
pre-registration-first economic framework

Economic politics should be settled by testable claims.

IESET is a public evidence map for economic policy. Instead of asking which tribe sounds most confident, it asks every school to make claims that can lose: what should happen, where, over what period, and what data would change our mind. Those claims are registered before analysis and scored against reproducible runs.

Start with a claim, a school of thought, a policy, or a country. The library links each one through shared policy levers so a slogan can be traced down to its test, data vintage, code, steelman, and scoreboard impact.

The scoreboard shows raw forecast scores alongside stricter evidence-quality and attribution gates. When schools remain inside the strict no-call band, the honest conclusion is that the current corpus has not separated them at high integrity — not that any school has been vindicated. See the scoreboard.

Census (2026-07-18): 1833 hypotheses · 1818 runs · 3358 policies · 700 movements · 17 positions · 4,938 school predictions · 1,835 result cards

How a hypothesis becomes a verdict

The loop is locked down so arguments have to leave a paper trail. The pass/fail rule is written first, then the data is fetched, then the rule runs against the data. Nothing about the rule moves once the data is touched — that's the whole point.

stepWrite the rule first
The hypothesis YAML names the metrics, the threshold, and the estimator. It's committed to git before any data is fetched. The commit timestamp is the proof the rule didn't bend to the result.
stepPull from primary publishers
Series are fetched from the original sources — World Bank, IMF, OECD, BIS, FRED, Eurostat — frozen as a versioned vintage with a content hash. Old vintages are never overwritten, so every run stays reproducible from the bytes it actually saw.
stepRun the locked rule
The estimator runs against the pinned vintage. The pre-registered threshold mechanically decides supported, partial, or refuted. Every result ships with the steelman — the strongest argument against what we found.
Data comes from public publishers
World BankIMFOECDBISFREDEurostatBLSECBBoEMaddisonShillerV-DemPolity5Fraser EFWHeritageILOWHOUN DESAFAOIEAWIPOUN ComtradeSIPRIFreedom House… and more in the source registry
Axes — the framework's spine

Party labels are a bad measurement device. "Left" and "right" mean different things in different countries, and campaign mood is not evidence. The framework codes every policy by channel — fiscal, regulatory, monetary, institutional — so the same content is scored the same way no matter who enacted it.

axis stepEach policy moves axes
A tax-cut policy moves fiscal.tax_progressivity in the direction.
axis stepMovements aggregate
A government's axes_summary fingerprints what it actually did, regardless of how it labelled itself.
axis stepHypotheses test
When axis X moves direction Y, does outcome Z follow? Schools that predicted right or wrong are scored on the Scoreboard.
verdict keysupporteddata ran as predicted, cleared thresholdpartial / mixedsome predictions held, others didn'trefuted / weakeneddata ran opposite or failed thresholdrun pendingpre-registered, model not yet fired
supportedmonetary

Truss 2022 mini-budget shows that unfunded fiscal expansion above the ZLB triggers sharp bond-market and currency responses through expected-inflation and risk-premium channels.

Open the result card for the exact estimator, threshold, data vintage, and diagnostic verdict.

unfunded_fiscal_expansion_above_zlb_bond_market_response
supportedgrowth

Volcker's 1979–1982 disinflation produced output recovery by 1984 once inflation expectations re-anchored, vindicating the monetarist claim that credible rule-based tightening imposes finite transition costs.

Open the result card for the exact estimator, threshold, data vintage, and diagnostic verdict.

volcker_disinflation_output_recovery
refuted / weakenedhealthcare

Costa Rican post-1950 development path achieves life expectancy comparable to the US at roughly one-fifth the per-capita material throughput, demonstrating the feasibility of high-wellbeing low-throughput trajectories.

Open the result card for the exact estimator, threshold, data vintage, and diagnostic verdict.

costa_rica_wellbeing_throughput_efficiency
supportedgrowth

Argentine Menem-era rapid privatisation and opening 1991–2001 produced a decade of growth followed by collapse — underperforming the comparable-size Korean developmental-state path.

Open the result card for the exact estimator, threshold, data vintage, and diagnostic verdict.

washington_consensus_vs_developmental_state_performance
supportedregulatory

The 2007-2009 financial crisis originated in endogenous leverage build-up (Minsky hedge→speculative→Ponzi financing transition) within financial sector balance sheets, not in exogenous shocks.

Open the result card for the exact estimator, threshold, data vintage, and diagnostic verdict.

gfc_endogenous_minsky_leverage_mechanism

Pre-registered — awaiting data or run

Specs are committed to git with their falsification criteria. The locked library is the source of truth; runs fire when the data substrate is ready.

Browse locked specs →
monetary

Between 2002 and 2007 the US effective Federal Funds Rate ran on average more than 200 basis points below the rate prescribed by a standard Taylor rule (1.5 inflation-gap, 0.5 output-gap weights, 2% natural rate).

growth

Absolute decoupling of GDP growth from material throughput has not been sustained at global scale 1970-2020; reported decoupling in advanced economies reflects offshored manufacturing and is reversed under consumption-based accounting.

welfare architecture

In OECD unemployment-insurance panels from 1995 to 2023, stronger job-search conditionality and enforceable sanction regimes predict shorter unemployment duration and higher reemployment among benefit recipients at a given replacement rate.

labour

Generative-AI tool adoption following ChatGPT's November 2022 release will produce a measurable but modest sector-level labour-productivity divergence by 2026 — high-AI-exposure white-collar sectors (information, professional services, finance) running 1-3pp/year above low-exposure sectors (construction, accommodation, transportation), consistent with Brynjolfsson's productivity-J-curve at an early-diffusion stage.

growth

Argentina's post-1945 economic decline from high-income status is attributable to institutional instability (Peronist-military cycles, property-rights uncertainty, central-bank subordination) more than to specific policy choices.

growth

Taiwan's semiconductor industrial policy — anchored by ITRI's 1980s technology incubation, the 1987 spin-off of TSMC under government ownership, the Hsinchu Science Park ecosystem, and sustained R&D-intensity targeting through 2024 — produced one of the largest industrial-policy successes in modern economic history.

Methodology commitments

01

Pre-registration precedes estimation

Every hypothesis is committed to git before any data is examined. The git history is the proof-of-work: commit timestamps show the spec existed before the run.

02

Provenance to publisher

Every cell in every table resolves to a publisher API call with fetch UTC, license, and SHA256. Vintages never overwrite.

03

Policy content, not coalition

Reforms are scored by what they did on each axis, not by party label. Schröder's market-oriented labour reform is coded as market-oriented regardless of SPD.

04

Surplus before sentiment

Redistribution can be a real policy objective, but the scoreboard asks whether a claim creates durable gains or mostly reallocates a fixed pie.

05

Channel-separated measurement

Fiscal and regulatory interventions are measured on independent axes. They correlate politically but are causally distinct.

06

Trajectory over snapshot

Within-country change over time is the default analytical lens. Point-in-time cross-country comparison requires justification.

07

Authored, reproducible, correctable

IESET is authored, but the claims are pre-registered, reproducible, and open to specific correction.