Canada regime history加拿大周期历史

data through数据截至 2026-07-15

Regimes over the S&P/TSX Composite标普/TSX 综合指数 周期叠加 ?The S&P/TSX Composite with the regime active at each time shaded behind it — how the classifier behaved in real conditions. Full price history runs to 1979; macro inputs (BoC/StatsCan) anchor the classification from ~2001. The chart shows the last 5 years.标普/TSX 综合指数走势,并以底色标出每个时段所处的周期 — 展示分类器在真实环境中的表现。价格历史可追溯至 1979 年;宏观输入(央行/统计局)自约 2001 年起锚定分类。图表显示最近五年。

Goldilocks理想增长growth ↑ inflation ↓ (tech/discretionary/banks)增长 ↑ 通胀 ↓(科技/可选消费/银行) Reflation再通胀growth ↑ inflation ↑ (energy/materials/gold/financials)增长 ↑ 通胀 ↑(能源/材料/黄金/金融) Stagflation滞胀growth ↓ inflation ↑ (energy/gold/materials/utilities)增长 ↓ 通胀 ↑(能源/黄金/材料/公用事业) Growth scare增长恐慌growth ↓ inflation ↓ (utilities/staples/telecom/banks)增长 ↓ 通胀 ↓(公用事业/必需消费/电信/银行)

The two dials over time两大指标随时间变化 ?History of the growth (green) and inflation (red) scores. Zero-line crossings are regime changes; persistent readings near ±0.5 are strong regimes; near zero = mixed. Canada's inflation axis leads with the BoC headline CPI direction; growth leads with GDP-by-industry + the commodity/cyclical complex.增长(绿)与通胀(红)评分的历史走势。穿越零轴即周期切换;持续接近 ±0.5 代表强周期;接近零 = 混杂。加拿大的通胀轴以央行总体 CPI 方向为主导;增长轴以分行业 GDP 与大宗/周期股为主导。

Regime lifespans — base rates周期存续期 — 基准概率 ?Every regime period in this classifier: how many there were, how long they typically lasted, and where they went next. Treat as context — Canada is a small, commodity-levered open economy and regimes can turn quickly.本分类器中的每个周期时段:共出现多少次、通常持续多久、结束后转向何处。仅作背景参考 — 加拿大是规模较小、深度依赖大宗商品的开放型经济体,周期可能快速切换。

regime周期periods次数median length (days)存续中位数(天)most common next最常见的下一周期
Goldilocks理想增长6620Growth scare 57%, Reflation 35%增长恐慌 57%、再通胀 35%
Reflation再通胀8121Stagflation 56%, Goldilocks 30%滞胀 56%、理想增长 30%
Stagflation滞胀7117Reflation 69%, Growth scare 21%再通胀 69%、增长恐慌 21%
Growth scare增长恐慌6424Goldilocks 55%, Stagflation 33%理想增长 55%、滞胀 33%

Generated生成于 2026-07-17 17:35 UTC UTC