{
"module_number": 6,
"module_name": "GLOBAL_ECONOMIC_GROWTH_AND_OVERSEAS_MARKETS",
"calculation_version": "6.0.0",
"generated_utc": "2026-08-01T23:23:59.968692+00:00",
"generated_ny": "2026-08-01T19:23:44.705880-04:00",
"regional": [
{
"region": "Eurozone",
"weight": 12.0,
"gdp_value": 0.22,
"gdp_score": 1,
"pmi_value": null,
"pmi_score": null,
"ip_value": null,
"ip_score": null,
"raw_growth": 1.0,
"final_point": 1,
"status": "VALID"
},
{
"region": "UK",
"weight": 2.3,
"gdp_value": -1.37,
"gdp_score": -2,
"pmi_value": null,
"pmi_score": null,
"ip_value": 0.78,
"ip_score": 1,
"raw_growth": -0.5,
"final_point": -1,
"status": "VALID"
},
{
"region": "Japan",
"weight": 3.7,
"gdp_value": 0.32,
"gdp_score": 1,
"pmi_value": null,
"pmi_score": null,
"ip_value": -5.33,
"ip_score": -2,
"raw_growth": -0.5,
"final_point": -1,
"status": "VALID"
},
{
"region": "EM-ex-China",
"weight": 42.0,
"gdp_value": null,
"gdp_score": null,
"pmi_value": null,
"pmi_score": null,
"ip_value": null,
"ip_score": null,
"raw_growth": null,
"final_point": null,
"status": "MISSING"
},
{
"region": "Other-DM",
"weight": 8.0,
"gdp_value": null,
"gdp_score": null,
"pmi_value": null,
"pmi_score": null,
"ip_value": null,
"ip_score": null,
"raw_growth": null,
"final_point": null,
"status": "MISSING"
}
],
"china": {
"final_point": null,
"weight": 19.0,
"status": "MISSING_MODULE_7"
},
"global_activity": {
"overseas_ip_point": -0.5,
"trade_point": null,
"global_activity_point": -1,
"descriptive_only_flag": false
},
"surprise": {
"standardised": null,
"status": "MISSING",
"overlay_point": 0
},
"market_confirmation": {
"risk_votes": [
1,
1,
1,
1,
0,
1
],
"risk_vote_total": 5,
"risk_status": "RISK_ON",
"funding_stress_regions": 0
},
"industries": [
{
"industry": "Semis",
"etf": "SMH",
"plain": "STRONG_NEGATIVE",
"ratio": "STRONG_RW",
"combined": "CONFIRMED_BEARISH"
},
{
"industry": "Software",
"etf": "IGV",
"plain": "STRONG_POSITIVE",
"ratio": "STRONG_RS",
"combined": "CONFIRMED_BULLISH"
},
{
"industry": "Biotech",
"etf": "XBI",
"plain": "NEGATIVE",
"ratio": "STRONG_RW",
"combined": "CONFIRMED_BEARISH"
},
{
"industry": "Regional banks",
"etf": "KRE",
"plain": "POSITIVE",
"ratio": "NEUTRAL",
"combined": "UNCONFIRMED"
},
{
"industry": "Homebuilders",
"etf": "XHB",
"plain": "STRONG_NEGATIVE",
"ratio": "STRONG_RW",
"combined": "CONFIRMED_BEARISH"
},
{
"industry": "Airlines",
"etf": "JETS",
"plain": "STRONG_POSITIVE",
"ratio": "STRONG_RS",
"combined": "CONFIRMED_BULLISH"
},
{
"industry": "Transports",
"etf": "IYT",
"plain": "STRONG_NEGATIVE",
"ratio": "STRONG_RW",
"combined": "CONFIRMED_BEARISH"
},
{
"industry": "Aero-defence",
"etf": "ITA",
"plain": "NEUTRAL",
"ratio": "NEUTRAL",
"combined": "UNCONFIRMED"
},
{
"industry": "Gold miners",
"etf": "GDX",
"plain": "NEGATIVE",
"ratio": "STRONG_RW",
"combined": "CONFIRMED_BEARISH"
},
{
"industry": "Oil E&P",
"etf": "XOP",
"plain": "POSITIVE",
"ratio": "RS",
"combined": "CONFIRMED_BULLISH"
},
{
"industry": "Oil services",
"etf": "OIH",
"plain": "NEUTRAL",
"ratio": "NEUTRAL",
"combined": "UNCONFIRMED"
},
{
"industry": "Pipelines",
"etf": "AMLP",
"plain": "POSITIVE",
"ratio": "NEUTRAL",
"combined": "UNCONFIRMED"
},
{
"industry": "Steel",
"etf": "SLX",
"plain": "POSITIVE",
"ratio": "RS",
"combined": "CONFIRMED_BULLISH"
},
{
"industry": "Copper",
"etf": "COPX",
"plain": "POSITIVE",
"ratio": "RS",
"combined": "CONFIRMED_BULLISH"
},
{
"industry": "Ag-inputs",
"etf": "MOO",
"plain": "NEGATIVE",
"ratio": "STRONG_RW",
"combined": "CONFIRMED_BEARISH"
},
{
"industry": "Shipping",
"etf": "BOAT",
"plain": "POSITIVE",
"ratio": "NEUTRAL",
"combined": "UNCONFIRMED"
},
{
"industry": "Solar",
"etf": "TAN",
"plain": "STRONG_NEGATIVE",
"ratio": "STRONG_RW",
"combined": "CONFIRMED_BEARISH"
},
{
"industry": "Wind",
"etf": "FAN",
"plain": "NEGATIVE",
"ratio": "STRONG_RW",
"combined": "CONFIRMED_BEARISH"
},
{
"industry": "Crypto-equities",
"etf": "WGMI",
"plain": "STRONG_NEGATIVE",
"ratio": "STRONG_RW",
"combined": "CONFIRMED_BEARISH"
},
{
"industry": "China internet",
"etf": "KWEB",
"plain": "STRONG_POSITIVE",
"ratio": "STRONG_RS",
"combined": "CONFIRMED_BULLISH"
},
{
"industry": "Pharma",
"etf": "XPH",
"plain": "POSITIVE",
"ratio": "NEUTRAL",
"combined": "UNCONFIRMED"
},
{
"industry": "Retail importers",
"etf": "XRT",
"plain": "STRONG_POSITIVE",
"ratio": "STRONG_RS",
"combined": "CONFIRMED_BULLISH"
},
{
"industry": "Autos",
"etf": "CARZ",
"plain": "NEUTRAL",
"ratio": "RELATIVE_WEAKNESS",
"combined": "UNCONFIRMED"
},
{
"industry": "Hotels/travel",
"etf": "PEJ",
"plain": "POSITIVE",
"ratio": "RS",
"combined": "CONFIRMED_BULLISH"
}
],
"company_alerts": [],
"spillovers": [],
"final": {
"base_point": null,
"surprise_adjusted_point": null,
"final_point": null,
"direction": "INVALID",
"regional_weight_coverage_pct": 26.5,
"confidence_pct": 43.0,
"confidence_level": "INVALID",
"regime": "INVALID",
"data_status": "PARTIAL_EXCLUDING_CHINA"
},
"handoffs": {
"china_module_7": "NOT_WIRED",
"policy_module_5": "NOT_WIRED",
"sector_rs_module": "NOT_WIRED"
},
"existing_position_action": "NO_AUTOMATIC_CHANGE",
"trade_approved": false,
"order_generated": false
}