Young-population pressure (one generation)
A youth bulge is a cohort of 15-29 year olds that constitutes >=20 pct of the total adult population (or >=25 pct in acute Heinsohn framing). When this cohort cannot be absorbed into the labor market, higher education, or elite positions, the result is elevated probability of political violence, revolution, civil war, or large-scale emigration. Mechanism: Goldstone emphasizes elite-political coupling (second-sons unable to inherit); Heinsohn emphasizes the demographic-density mechanism directly; Urdal 2006 cross-national regression N>=85 country-decades confirms a statistically significant relationship with civil conflict.
Predictions in this cycle
Between 2025 and 2030, at least 2 new global health emergencies will be declared?
Quiet path · not yet modeled
No market signal
Russia-Ukraine war through 2028: ends or continues?
Quiet path · not yet modeled
Russia and Ukraine reach a formal ceasefire or armistice by end of 2027?
Quiet path · not yet modeled
No market signal
US ICE formal removals exceed 500,000 in fiscal year 2027?
Quiet path · not yet modeled
Russia-Ukraine territorial change during 2027 stays small — less than two percentage points of Ukraine's area shifts in either direction?
Quiet path · not yet modeled
US prime-age (25-54) labor force participation rate stays above 83 percent at every monthly reading in 2027?
Quiet path · not yet modeled
The Western sanctions regime on Russia stays substantially intact through end of 2028 — fewer than roughly a quarter of the restrictions in force at the start of 2026 come off?
Quiet path · not yet modeled
Pressure moments
All →Rising lone-actor mass-casualty events
- FBI active-shooter 5yr rolling average + current yearsteady
- mass-casualty-event with manifesto count per yearsteady
- online-radicalization pipeline platform-shift eventssteady
A grain or food-system shock
- FAO food-price index month-over-monthsteady
- grain-export restriction event count by exporter countrysteady
- fertilizer-price index trajectorysteady
Energy supply is weaponized geopolitically
- named-cutoff event count by major suppliersteady
- spot-vs-contract energy price divergencesteady
- substitute-sourcing announcement + capex trajectorysteady
Movers
All →Artist generation (sensitive adapters)
Leverage not yet scoredtoward A
toward B
Hero generation (civic team-builders)
Leverage not yet scoredtoward A
toward B
Nomad generation (pragmatic survivors)
Leverage not yet scoredtoward A
toward B
Model notes (framework)
The reconciliation note surfaces when this cycle’s top fork disagrees with the lean of its live child predictions — a sign the cycle’s read is tightening or breaking down.
See the method for how a cycle’s forks are set.