Pre-registration
Spain absorbed the 2021-2023 inflation shock with improving unemployment and GDP above its pre-COVID level by late 2023.
Falsification criterion — what would disprove this
This hypothesis is considered falsified if:
SUPPORTED if at least 2 of 3 metrics pass: peak CPI inflation exceeds 8 percent in 2022, unemployment falls by more than 1pp from 2021Q4 to 2023Q3, and GDP is more than 5 percent above 2019Q4 by 2023Q4. REFUTED if 1 or fewer pass.
formal test & threshold
test: spain_2021_2023_inflation_unemployment_resilience_window threshold: SUPPORTED if >= 2 metrics pass; REFUTED if <= 1 pass.
Method
- Template
multi_metric_checklist- Clustering
none- Sample
- 1 countries · 2021 – 2023
- Evidence type
- canonical_case_multi_metric
Compact national event-window replication from cached ONS/INE/BCRA vintages.
Data
| Variable | Source | Transform |
|---|---|---|
cpi_yoy outcome | ine:IPC_generaltier 2 | monthly yoy percent |
unemployment_rate outcome | ine:EPA_PAROtier 2 | quarterly percent |
gdp_volume_index outcome | ine:CNTR_PIBtier 2 | quarterly volume index |
post_covid_energy_inflation_window treatment | constructed:2021-2023 inflation shocktier 5 | event indicator |
● ready · ● pending · ● reconstruct-needed
Detailed result card
Result card - spain_2021_2023_inflation_unemployment_resilience
Verdict: SUPPORTED - 3/3 metrics passed (support >= 2; refute <= 1).
Claim
Spain absorbed the 2021-2023 inflation shock with improving unemployment and GDP above its pre-COVID level by late 2023.
Metrics
| Metric | Value | Threshold | Pass | Details | |---|---:|---|:---:|---| | inflation_shock_large | 10.800 | peak yoy CPI >8% | yes | peak 10.8% | | unemployment_improved_through_shock | 1.890 | >1pp fall 2021Q4 to 2023Q3 | yes | 13.65% to 11.76% | | gdp_above_pre_shock | 10.051 | >5% above 2019Q4 | yes | 102.4 to 112.7 |
Interpretation
This is a compact predeclared event-window verdict using local cached national-statistics vintages. It is strong for timing and magnitude, but not a full causal structural decomposition.
Provenance
See manifest.yaml for exact vintage files and SHA-256 hashes. Re-run with replication.py.
Strongest opposing argument
Every hypothesis ships with its charitable opposing argument. The framework earns credibility by handling objections at their strongest, not weakest.
Notes
Generated by scripts/generate_national_event_wave.py from local cached vintages; no network fetch required.