Recession Nowcast

Real-time, calibrated recession probability with uncertainty bands — US & Canada. Benchmarked against the term-spread probit and the Sahm rule.
market

Current recession probability

Headline DFM nowcast with 5–95% band.

Calibration (reliability)

Predicted vs observed frequency; on-diagonal = well calibrated.

Recession probability vs realised recessions

DFM (with band) vs term-spread probit and Sahm; shaded = recession months (target).

Out-of-sample scorecard

Pseudo-real-time expanding window. Brier/AUC with block-bootstrap 95% CIs; DM = Diebold-Mariano p-value vs the term-spread probit (lower Brier is better).

Vintage vs final-data (US)

Real-time skill should be ≤ final-data skill — if final-data looked far better, apparent skill would be a revision artefact.