You don’t need
the whole model.

Start with one question. Follow one chain of effects. Go deeper only when something makes you curious.

THE SHORT VERSIONChange → Context → Surprise → Time → Result → Reason

That is the guided experience. The full Model Lab adds composition, inspection, evidence, and stress testing.

Six steps.
One useful answer.

You can complete a meaningful run without stacking shocks, changing pathway strength, or opening the calibration registry.

01
What is the starting force?

Choose what changed

Begin with one directional preset: the Fed policy rate rises, inflation rises, or the economy weakens. The economy-weakens preset combines slower growth with wider credit spreads, and both inputs are shown. On mobile, each completed choice collapses into a short summary.

First visit? Use one preset and leave its values unchanged.
02
Why is this happening?

Choose the world around it

The environment describes the surrounding economy. The guided page offers three plain-language contexts. The Model Lab exposes all six formal regimes, including financial crisis, stagflation, and productivity boom.

Change the regime after your first run to see what can reverse.
03
What did people already expect?

Separate the move from the surprise

Actual is what happened. Expected is what markets anticipated. Surprise is the difference. The guided page offers three simple surprise levels; the Model Lab exposes exact values. Fast-moving markets care especially about the surprise.

If actual and expected match, the immediate surprise is zero.
04
When are you looking?

Move through time

Now, a few months, and a year later reveal progressively slower pathways. The Model Lab adds days and two-plus-year precision for deeper comparisons.

An absent effect may simply not have arrived yet.
05
Where did the pressure travel?

Read what moved

The guided chain ranks the three largest visible effects. Choose a card to move directly to its explanation, then use Back to results to compare another. Direction, magnitude, timing, and confidence belong together.

The persistent scenario bar shows your choices and confirms when results update.
06
What produced this result?

Ask why and why not

Selecting a result opens its competing pressures, plausible range, confidence, and reversal conditions. “Why could this be wrong?” is part of the answer, not a disclaimer after it.

This is the natural stopping point for a normal visit.

Fed policy rate rises.
Then follow the argument.

  1. Choose “Fed policy rate rises.”This is a scenario input, not a prediction. Keep one active shock so the chain stays legible.
  2. Select “Soft landing.”This says policy is cooling demand without breaking the system.
  3. Set actual above expected.The positive surprise gives fast rate and market channels new information to absorb.
  4. Choose “3 months.”Enough time has passed for more than the immediate market response.
  5. Open one result.Read its range, competing pressures, and the conditions that could reverse it.
Open this example in the guided page ↗

The map is a route,
not the answer.

Use it to see where pressure travels. Use the selected result and explanation to decide what that route means.

Lines and nodes

Lime lineA pathway contributing at the selected time horizon.
Muted lineA modeled connection that is not active in the current view.
Dashed lineA negative relationship: upward pressure at the source usually pushes the target down.
Coral lineThe connection currently selected for closer inspection.
Outlined nodeOne of the scenario’s starting forces.
A RESULT IS FIVE THINGS

Direction is only the beginning.

Direction
Upward or downward model pressure.
Plausible range
A band around the illustrative central estimate.
Confidence
How much uncertainty the model assigns to the relationship, not the chance a forecast is correct.
Timing
When the pathway is modeled to arrive.
Reversal conditions
Reasons the usual direction could weaken or flip.

Markets react to
new information.

The economy and the market do not process the same event on the same clock.

ACTUALWhat happened−EXPECTEDWhat was priced in=SURPRISEWhat was new

A move can be large but unsurprising. A smaller move can matter more when it contradicts expectations. Slower economic channels still respond to the actual change.

Stop when you have
learned enough.

01Start simple

One question, one shock

Use the guided main page: pick a preset, choose an environment and surprise level, move the time horizon, and open one of the three strongest results.

02Get curious

Compare worlds

Switch environments or surprise levels on the guided page. Search Education by term or synonym, or filter by category. Open the Model Lab when you are ready to add a second force or compare all six formal regimes.

03Inspect the model

Challenge a pathway

Use the persistent Model Lab scenario bar to confirm the active forces, regime, and time horizon, copy the scenario, or move among scenario, expectations, time, results, concepts, and evidence. On mobile, its section links scroll horizontally and calibration and evidence stay collapsed until requested.

Evidence has
different weights.

Observed

Primary evidence supports the direction or mechanism. It does not necessarily estimate this model’s exact sensitivity.

Calibrated

A published estimate or exact, unit-consistent identity informs the modeled range.

Editorial judgment

The relationship is explicit and reviewable, but its magnitude has not been empirically calibrated.

Knock On is an educational pressure model, not a forecast, valuation opinion, or promise that one outcome will occur.
What is the difference between Guided and Model Lab?

Guided limits the first run to one shock, three contexts, three surprise levels, three horizons, and three leading results. Model Lab exposes the complete system without changing the underlying engine.

Where can I learn an unfamiliar term?

Search Education by a term or synonym, or filter by category. Matching technical descriptions open automatically, and each definition has a shareable link.

Why can the opposite happen?

Relationships depend on expectations, regimes, timing, and competing forces. Open “Why could this be wrong?” to see the most relevant reversal conditions.

Why does the Model Lab map show fewer than 20 concepts?

The desktop map is a readable overview. The concept library contains all 20 concepts and the relationship inspector exposes their incoming and outgoing connections.

What do Order 1, 2, and 3 mean?

Order 1 is a direct effect of a starting shock. Later orders are effects transmitted through one or more intermediate concepts.

Do pathway controls change the real model?

No. Weaker and stronger settings are temporary Model Lab stress tests. They do not alter the version-controlled baseline.

Can I share what I built?

Yes. Copy scenario is available in Guided and Model Lab. The link preserves the regime, time horizon, active shocks, expectations, and any pathway overrides.

READY?

Change one thing.
See what moves next.