Pro Tier Module

Sovereign Debt Monte Carlo (Debt Sustainability)

Project a government's debt-to-GDP ratio under rate and growth uncertainty - a full Debt Sustainability Analysis in a browser tab.

See it run - a worked example, 100% in this browser tab

The problem

Public-finance and treasury teams run debt sustainability analysis in spreadsheets or on licensed platforms, and the projections rarely show their own sampling error or flag where the arithmetic stops being trustworthy.

The local-first solution

This plugin projects the debt-to-GDP ratio forward with the standard IMF debt-dynamics identity, driving the interest rate with an exact-discretization Vasicek process and nominal growth with an AR(1), over a seeded Monte-Carlo ensemble. It builds the fan chart, the probability the ratio rises above its start or a policy threshold, and the expected interest bill - and it self-validates the simulator against the Vasicek closed-form moments, reporting the Monte-Carlo standard error. Every projected year carries a GeoNum drift verdict.

What it does

IMF debt-dynamics recursion d' = d(1+r)/(1+g) - pb (Escolano 2010)
Exact-discretization Vasicek interest rate and Gaussian AR(1) nominal growth
Monte-Carlo fan chart (5/25/50/75/95 percentiles of debt-to-GDP each year)
Probability the ratio rises above its start or above a policy threshold
Simulator self-validated against the Vasicek closed-form mean and variance
Monte-Carlo standard error on the terminal mean, shrinking as 1/sqrt(N)
Per-horizon GeoNum drift verdict on the projection arithmetic

Honest scope

This is a model of an uncertain future, not a forecast. A GeoNum verdict means the arithmetic of the projection is sound; it does not mean the Vasicek/AR(1) assumptions are the right model of the world. The parameters are dated assumptions you supply (no live feed); the rate is a single-rate proxy for the effective rate on the stock (real DSAs blend the legacy maturity profile). Monte-Carlo percentiles carry the sampling error shown. Not investment or policy advice.

Authorities cited

Run a debt-sustainability projection

Enter your debt, rate, growth, and primary-balance assumptions and run the full ensemble in the browser - nothing is uploaded. Save the scenario to a Sandbox workspace to compare policies.

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