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Regime Change

A regime change is a structural shift in the environment that alters relationships and base rates, making past patterns less predictive.

Definition

A regime change is a structural shift in the world that changes how outcomes are generated. It can alter base rates, correlations, and what signals matter.

Examples

• A rule change that alters how often teams score.

• A policy change that changes the probability of an economic outcome.

• A platform rule update that changes settlement sources.

Why it matters

Regime changes can make backtests and historical calibration unreliable. Forecasters may need to reset priors and re-evaluate which benchmarks are appropriate.

Related

Regime change is closely connected to base rate shift, out of sample testing, and ongoing recalibration.