HOW INFORMATION BECOMES MARKET-RELEVANT.
The Market Drivers framework tracks external information, evaluates its evidence and maps potential relevance across cohorts and survival tenors.
Not every headline matters to every part of the curve.
Medical innovation, public health, demographics, economics, policy, technology and actuarial evidence operate on different time scales and affect different populations. Treating them as one undifferentiated “life expectancy news” stream would lose the information the market actually needs.
The monitor therefore separates signal strength from market relevance and then maps the potential impact to the relevant cohorts and tenors.
Signal → evidence → cohort → tenor → curve.
The transmission framework provides the discipline between an external development and a market conclusion. It is designed to make the reasoning inspectable rather than treating every development as an automatic trading signal.
