{
  "title": "Bot Input — Market",
  "generated": {
    "TIMESTAMP_NY": "2026-08-04 14:21 EDT",
    "TIMESTAMP_LOCAL": "2026-08-04 18:21 UTC"
  },
  "run_and_data": {
    "TIMESTAMP_NY": "2026-08-04 14:21 EDT",
    "RUN_TYPE": "OFFICIAL_INTRADAY",
    "MODULE_STATUS": "ACTIVE",
    "DATA_PROVIDER_ID": "FRED (daily closes)",
    "DATA_STATUS": "VALID",
    "NEXT_RECALCULATION_TIME": ""
  },
  "raw_yields": {
    "US_2Y_CURRENT": 4.28,
    "US_2Y_CHANGE_1D_BP": 5.0,
    "US_2Y_BAND_1D": "MEANINGFUL",
    "US_2Y_CHANGE_5D_BP": -5.0,
    "US_2Y_BAND_5D": "NO_MEANINGFUL_MOMENTUM",
    "US_2Y_CHANGE_20D_BP": 14.0,
    "US_2Y_BAND_20D": "NO_ESTABLISHED_TREND",
    "US_10Y_CURRENT": 4.75,
    "US_10Y_CHANGE_1D_BP": 7.0,
    "US_10Y_BAND_1D": "MEANINGFUL",
    "US_10Y_CHANGE_5D_BP": 6.0,
    "US_10Y_BAND_5D": "NO_MEANINGFUL_MOMENTUM",
    "US_10Y_CHANGE_20D_BP": 26.0,
    "US_10Y_BAND_20D": "ESTABLISHED_TREND"
  },
  "regime": {
    "YIELD_REGIME": "MIXED",
    "REGIME_DIRECTION": "NONE",
    "YIELD_SCORE": 0,
    "TODAY_STATUS": "UNCONFIRMED",
    "YIELD_SHOCK": "NO",
    "YIELD_HARD_WARNING": "NO"
  },
  "yield_curve_handoff": {
    "CURRENT_2S10S_SPREAD_BP": 47.0,
    "SPREAD_CHANGE_5D_BP": 11.0,
    "SPREAD_CHANGE_20D_BP": 12.0,
    "YIELD_CURVE_HANDOFF_STATUS": "HANDED_OFF"
  },
  "sector_impact": {
    "YIELD_CONTRIBUTION_STATUS": "NEUTRAL",
    "YIELD_CONTRIBUTION_CONFIDENCE": "LOW",
    "SECTOR_IMPACT_XLK": 0,
    "SECTOR_IMPACT_IGV": 0,
    "SECTOR_IMPACT_SMH": 0,
    "SECTOR_IMPACT_SOXX": 0,
    "SECTOR_IMPACT_XLRE": 0,
    "SECTOR_IMPACT_XLU": 0,
    "SECTOR_IMPACT_XBI": 0,
    "SECTOR_IMPACT_XLY": 0,
    "SECTOR_IMPACT_XHB": 0,
    "_note": "SMH and SOXX are the same semiconductor category — dedupe to one proxy downstream."
  },
  "handoff_sectors": {
    "_note": "always 0 in this module",
    "SECTOR_IMPACT_XLF": 0,
    "SECTOR_IMPACT_KBE": 0,
    "SECTOR_IMPACT_KRE": 0,
    "SECTOR_IMPACT_KIE": 0,
    "SECTOR_IMPACT_XLE": 0,
    "SECTOR_IMPACT_OIH": 0,
    "SECTOR_IMPACT_XOP": 0,
    "SECTOR_IMPACT_XLB": 0,
    "SECTOR_IMPACT_XME": 0,
    "SECTOR_IMPACT_COPX": 0,
    "SECTOR_IMPACT_GDX": 0
  },
  "industry_and_control": {
    "INDUSTRY_IMPACT": {
      "Unprofitable software": 0,
      "Highly valued software": 0,
      "Cloud software": 0,
      "Data-centre REITs": 0,
      "Highly indebted REITs": 0,
      "Residential REITs": 0,
      "Utilities": 0,
      "Homebuilders": 0,
      "Mortgage-sensitive housing": 0,
      "Pre-revenue biotech": 0,
      "Cybersecurity": 0,
      "Semiconductor manufacturers": 0,
      "Semiconductor equipment": 0,
      "Rate-sensitive consumer": 0
    },
    "COMMODITY_HANDOFF_STATUS": "HANDED_OFF",
    "NEW_ENTRY_STATUS": "OK",
    "YIELD_RISK_ADJUSTMENT": "NOT_DEFINED"
  },
  "sector_performance": {
    "SPY_change_pct": 1.91,
    "strongest_sectors": [
      "Technology"
    ],
    "weakest_sectors": [
      "Basic Materials",
      "Consumer Staples",
      "Energy",
      "Health Care",
      "Real Estate",
      "Utilities"
    ],
    "by_etf": {
      "XLK": {
        "sector": "Technology",
        "change_pct": 5.17,
        "composite": 0.833
      },
      "XLF": {
        "sector": "Finance",
        "change_pct": 0.98,
        "composite": 0.431
      },
      "XLE": {
        "sector": "Energy",
        "change_pct": -0.54,
        "composite": 0.231
      },
      "XLV": {
        "sector": "Health Care",
        "change_pct": -0.18,
        "composite": 0.199
      },
      "XLI": {
        "sector": "Industrials",
        "change_pct": 1.67,
        "composite": 0.545
      },
      "XLP": {
        "sector": "Consumer Staples",
        "change_pct": 0.37,
        "composite": 0.186
      },
      "XLY": {
        "sector": "Consumer Discretionary",
        "change_pct": 0.08,
        "composite": 0.537
      },
      "XLU": {
        "sector": "Utilities",
        "change_pct": -0.71,
        "composite": 0.137
      },
      "XLRE": {
        "sector": "Real Estate",
        "change_pct": -0.05,
        "composite": 0.249
      },
      "XLC": {
        "sector": "Telecommunications",
        "change_pct": 0.59,
        "composite": 0.416
      },
      "XLB": {
        "sector": "Basic Materials",
        "change_pct": 1.72,
        "composite": 0.28
      },
      "SMH": {
        "sector": "Technology",
        "change_pct": 5.62,
        "composite": 0.872
      }
    }
  }
}