A global bifurcation joins two mechanisms: a long passage near a hyperbolic equilibrium point and a finite excursion returning the unstable manifold to its neighborhood. Eigenvalue ratios control the local passage, while the geometry of the global return decides reinjection, folding and trapping. In the real symmetric case there are two returning branches and a power-law cusp. In the saddle-focus case rotation adds infinitely many oscillations to that cusp. The following maps display both mechanisms explicitly.
For the Lorenz configuration, enter on at and leave on , where . Solving the linear flow gives a flight time
Put . The outgoing coordinates are
The smooth global map from each outgoing section to the incoming section has, to leading order,
up to the choice of which unstable branch carries the sign of . Reflection symmetry makes the offsets opposite and the leading coefficients equal. Since the stable transverse coordinate is multiplied by the higher power , it contributes only subleading terms to the leading scalar map. Absorbing powers of into a positive constant gives the Lorenz power return map
The line lies on the stable manifold and has no finite return; the discontinuity is therefore a genuine missing return, not an arbitrary value to assign at zero.
If , the derivative tends to zero. For , there are two attracting fixed points, with . They describe two symmetry-related one-lobe attracting flow periodic orbits. For , the orbit alternates between and , where ; its multiplier is . This represents one attracting flow periodic orbit traversing both lobes. At the two homoclinic loops meet: this is the contracting gluing scenario, with diverging flow period at the connection.
If , the local derivative is unbounded, and the small periodic orbits are repelling in the expanding return direction. For , the small positive fixed point has , with a multiplier tending to infinity; there is a symmetry-related negative fixed point as well. More complex motion follows from the two branches, not merely from a large derivative at one fixed point. Choose with . The inverse branches are
For sufficiently small positive , both lie inside , their images are disjoint, and their derivatives are . Nested inverse images for every infinite sign sequence therefore define a Cantor invariant set. Iterating the forward map shifts the sequence. This constructs periodic itineraries of every symbolic period and nonperiodic itineraries; transverse contraction in the full return turns the expanding two-strip mechanism into a horseshoe.
This is the local chaotic Lorenz mechanism. A robust attracting Lorenz set additionally needs a global trapping region and the appropriate return properties. The scalar asymptote and alone do not prove that every nearby orbit is attracted to one chaotic set; periodic windows, escaping orbits and other global returns must be distinguished. Symmetry is crucial to obtaining the two homoclinic branches together in a single parameter variation.
Saddle-focus equilibrium 2026-10-14
A three-dimensional hyperbolic equilibrium point is a saddle-focus when its eigenvalues include a nonreal pair and a real eigenvalue with the opposite sign of real part. In the displayed orientation it has a one-dimensional unstable manifold and a two-dimensional spiralling stable manifold; reversing time interchanges the stable and unstable dimensions. The ratio controls local transverse contraction in a Shilnikov return map.
Saddle index 2026-10-14
For a hyperbolic equilibrium point with one unstable eigenvalue and weakest stable decay rate , the saddle index is . For a stable complex pair, use its real part. An incoming distance from the stable manifold takes time to reach an outgoing section at unstable coordinate magnitude . A stable coordinate is multiplied by , giving a power-law local passage. A smooth nondegenerate reinjection consequently has derivative tending to zero when and an unbounded leading derivative when . This determines local contraction or expansion near a homoclinic orbit; existence of a particular attractor also depends on the global return geometry.