Policy impact modeling
Causal inference, counterfactual simulation, digital twins.
Summary
Rigorous evaluation and forward simulation of policy interventions. DiD, RDD, synthetic control, double ML, causal forest. Counterfactual simulation of policy bundles using a five-layer digital-twin methodology covering institutional graph, policy domains, legal frameworks, committees, and peer-country comparisons.
What we do
Policy impact modeling is the discipline of producing defensible causal claims about interventions that have happened, are happening, or are being designed. The work begins with a pre-analysis plan: identification strategy, parallel trends or RDD bandwidth justification, balance tests, and the placebo and robustness battery. Every estimation is paired with bounds (Manski, Rambachan-Roth) and the appropriate clustering or randomization-inference framing.
For forward-looking work, the consultancy uses a five-layer digital-twin methodology adapted from the Aegis platform: institutional graph, policy domains, legal frameworks, committees, and peer-country comparisons. The twin runs scenario bundles and propagates outcomes across policy areas in a single coherent simulation. Outputs are built for policy decision makers (memo, dashboard, scenario tree) and academic referees (replication package, identification appendix).
Methods
- Difference-in-differences, staggered DiD, synthetic DiD
- Regression discontinuity (sharp, fuzzy)
- Synthetic control with bounds (Rambachan-Roth, Manski)
- Double machine learning and causal forest
- Shift-share (Bartik) and randomization inference
- Event-study figures and placebo test batteries
- Five-layer digital-twin counterfactual simulation
- Pre-analysis plan and replication discipline
Public data partners
- BLS, BEA, FRED for US macro and labor
- World Bank WDI (via Sisyphus and Hercules warehouses)
- OECD, EU, IMF macro panels
- Sectoral administrative data as available
- OpenAlex and Semantic Scholar for literature integration
Deliverables
- Pre-analysis plan with identification strategy
- Full replication package (code, data, tables, figures)
- Policy brief suitable for non-technical decision makers
- Counterfactual scenario dashboard with sensitivity sliders
- Joint working paper draft if the engagement is co-authored
Sample engagements
- Causal evaluation of a national social transfer program with staggered DiD.
- Synthetic control for a state-level minimum wage change, 2019 to 2024.
- Five-layer digital-twin simulation of a tariff reform bundle for a developing economy.
- Pre-analysis plan and registration for a randomized health-financing pilot.
- Independent replication of a forthcoming working paper before public comment.
Recent published work.
AUKUS Pillar 1 Submarine Economics 2026: A368bn Across Three Yards
Australia's nuclear submarine bet collides with a US shipyard throughput gap, a 20,000 person workforce mountain, and federal opposition that survived the Alban...
Read brief → 2026-04-26Big Tech Antitrust 2026: From Liability to Remedy
Five active US monopolization cases, EU DMA enforcement entering year two, and a global remedy convergence around interoperability mean the operative question i...
Read brief → 2026-04-26Bulgaria and Romania at the EU core: Schengen complete, the euro on different clocks
Schengen completed in two stages (air and sea on 31 March 2024, land on 1 January 2025) eliminated truck queues at Giurgiu Ruse and Calafat Vidin, but Sofia and...
Read brief → 2026-04-26Estonia 2026: Digital Sovereignty, NATO's Tip of the Spear, and the BRELL Exit
Tallinn pairs the world's most advanced digital state with the alliance's highest defense burden ratio at 3.43 percent of GDP, even as Eesti Pank cuts rates and...
Read brief → 2026-04-26EU Enlargement 2026: Ukraine, Moldova, and the Cluster Negotiation Test
Twenty eight months after the December 14 2023 Council decision, the Ukraine and Moldova files run on the six cluster framework. Cluster 1 Fundamentals is the b...
Read brief →Related disciplines.
Trade and tariff analytics
Bilateral trade flows, tariff pass-through, scenario modeling.
AI and computeAI and compute economics
Productivity, capex returns, compute cost curves, industrial policy upside.
Economics toolingAI for economics tooling
Embedded research infrastructure, dashboards, white-label SaaS.
Macro riskMacro-financial risk
Risk-layer modeling, CCAR-style stress testing, cross-channel propagation.
EnergyEnergy and transition economics
Renewable buildout, capacity markets, AI grid load, transition finance.
Food and agFood and agricultural economics
Production, markets, food security, climate-ag, fiscal pass-through.
HealthHealth economics
Health system financing, disease burden, outcomes, cross-country diagnostics.
LaborLabor and human capital
Long-run labor markets, education, persistence diagnostics, panel modeling.
ElectoralElectoral and political intelligence
Multi-agent electoral analytics, constituency-level intelligence, scenario simulation.
Digital twinGovernment digital-twin modeling
Five-layer institutional simulation, counterfactual policy bundles, propagation analysis.