{
  "as_of": "2026-09-08T17:46:38+00:00",
  "score": 51.0,
  "grade": "F",
  "headline": "Finance Swarm sees mixed conditions. Score is 51.0/100 with 82% confidence.",
  "risk_posture": "Neutral. Require stronger evidence before increasing exposure.",
  "rewarded_risk": "No rewarded risk is confirmed by the live agents.",
  "underpriced_risk": "No separate underpriced-risk signal is confirmed. Positive breadth is rewarded risk, not an underpricing claim.",
  "avoid": [
    "Monetary proxy basket is not confirming easier liquidity.",
    "Housing proxies are weakening.",
    "Consumer risk appetite is lagging staples or retail is weak.",
    "Earnings proxy breadth is weak.",
    "Quality proxies are weak; do not assume strong balance sheets are being rewarded.",
    "Sector participation is narrow; avoid treating index strength as broad confirmation.",
    "Industry leadership is narrow; research only the confirmed leaders.",
    "Bank industries are weak inside the leadership map.",
    "Housing/retail industries are weak; consumer-cycle exposure needs caution.",
    "Volatility is rising; avoid pressing risk without confirmation.",
    "Sentiment proxy shows rising fear or weak speculative appetite.",
    "Event-risk proxy is elevated.",
    "Policy-risk proxy is leaning defensive.",
    "Senate eFD parser is not attached yet; treat this as House-only political trading coverage.",
    "Top award agencies in sample: Department of Energy, Department of Homeland Security, Department of State, Department of Veterans Affairs.",
    "Congress.gov/SAM.gov committee and opportunity feeds need API keys before committee-to-contract tracing is complete.",
    "Agents are materially split; require patience before acting."
  ],
  "changed": [
    "Market score is broadly unchanged since the prior run (50.9 to 51.0).",
    "Largest agent moves: market_internals +5.9; bank_stress +3.7; housing -3.3; earnings +3.0."
  ],
  "confidence": 82.0,
  "agent_count": 39,
  "live_agent_count": 39,
  "breakdown": {
    "score": 51.0,
    "grade": "F",
    "summary": "Finance Swarm sees mixed conditions. Score is 51.0/100 with 82% confidence.",
    "confidence": 82.0,
    "components": [
      {
        "name": "Market Tape / Nowcast",
        "score": 46.0,
        "weight": 0.12,
        "contribution": 5.52,
        "summary": "Live tape is mixed. Indexes average -0.51%, watched-equity breadth is 50%, and crypto averages -0.35%.",
        "evidence": [
          "live_tape_score: 46.0 (mixed, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "US Bond Market",
        "score": 47.5,
        "weight": 0.1,
        "contribution": 4.75,
        "summary": "Rates average +0.20% and duration ETFs average -0.04%.",
        "evidence": [
          "bond_market_score: 47.5 (mixed, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Credit",
        "score": 51.3,
        "weight": 0.1,
        "contribution": 5.13,
        "summary": "High-yield proxies average +0.04% versus LQD -0.01%.",
        "evidence": [
          "credit_proxy_score: 51.3 (mixed, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Dollar / FX",
        "score": 55.5,
        "weight": 0.05,
        "contribution": 2.7750000000000004,
        "summary": "Dollar proxies average -0.31%; stronger dollar tightens global liquidity.",
        "evidence": [
          "dollar_liquidity_score: 55.5 (constructive, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Commodities",
        "score": 67.8,
        "weight": 0.05,
        "contribution": 3.39,
        "summary": "Oil +0.63%, copper +2.22%, gold -0.92%.",
        "evidence": [
          "commodity_mix_score: 67.8 (constructive, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Market Internals",
        "score": 44.3,
        "weight": 0.1,
        "contribution": 4.43,
        "summary": "FS sector basket breadth is 42%; 45% of sectors have at least half their top-3 sample positive.",
        "evidence": [
          "sector_breadth_score: 44.3 (weak, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Crypto Risk Appetite",
        "score": 46.5,
        "weight": 0.03,
        "contribution": 1.395,
        "summary": "BTC/ETH average -0.35%.",
        "evidence": [
          "crypto_risk_appetite_score: 46.5 (mixed, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Options / Volatility",
        "score": 24.5,
        "weight": 0.06,
        "contribution": 1.47,
        "summary": "Volatility proxies average +3.18%.",
        "evidence": [
          "volatility_positioning_score: 24.5 (hostile, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Source Health",
        "score": 100.0,
        "weight": 0.07,
        "contribution": 7.000000000000001,
        "summary": "197/197 quote sources returned live data.",
        "evidence": [
          "source_health_score: 100.0 (supportive, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Policy Rate",
        "score": 62.7,
        "weight": 0.06,
        "contribution": 3.762,
        "summary": "Live rate proxies average 4.37; rate basket is moving +0.27% today.",
        "evidence": [
          "policy_rate_proxy_score: 62.7 (constructive, confidence 100%, source Yahoo live proxy data)"
        ]
      },
      {
        "name": "Net Liquidity",
        "score": 49.5,
        "weight": 0.08,
        "contribution": 3.96,
        "summary": "Liquidity proxy impulse is -0.05% using BTC, TLT, HYG, QQQ, and inverse dollar pressure.",
        "evidence": [
          "net_liquidity_proxy_score: 49.5 (mixed, confidence 100%, source Yahoo live proxy data)"
        ]
      },
      {
        "name": "Money Supply",
        "score": 46.6,
        "weight": 0.04,
        "contribution": 1.864,
        "summary": "Monetary-liquidity proxy impulse is -0.34% across BTC, gold, TLT, and inverse dollar pressure.",
        "evidence": [
          "money_supply_proxy_score: 46.6 (mixed, confidence 100%, source Yahoo live proxy data)"
        ]
      },
      {
        "name": "Inflation",
        "score": 68.8,
        "weight": 0.06,
        "contribution": 4.128,
        "summary": "Inflation proxy: oil +0.63%, copper +2.22%, gold -0.92%, 10Y yield +0.08%.",
        "evidence": [
          "inflation_proxy_score: 68.8 (constructive, confidence 100%, source Yahoo live proxy data)"
        ]
      },
      {
        "name": "Labor",
        "score": 46.5,
        "weight": 0.04,
        "contribution": 1.86,
        "summary": "Labor-sensitive cyclical proxies average -0.29% across IWM, XLI, and XLY.",
        "evidence": [
          "labor_market_proxy_score: 46.5 (mixed, confidence 100%, source Yahoo live proxy data)"
        ]
      },
      {
        "name": "Housing",
        "score": 21.8,
        "weight": 0.03,
        "contribution": 0.654,
        "summary": "Housing ETF proxies average -2.17% across XHB and ITB.",
        "evidence": [
          "housing_proxy_score: 21.8 (hostile, confidence 100%, source Yahoo live proxy data)"
        ]
      },
      {
        "name": "Consumer",
        "score": 32.5,
        "weight": 0.01,
        "contribution": 0.325,
        "summary": "Consumer proxies: XLY -0.71%, XLP -0.72%, XRT -2.20%.",
        "evidence": [
          "consumer_proxy_score: 32.5 (weak, confidence 100%, source Yahoo live proxy data)"
        ]
      },
      {
        "name": "Earnings",
        "score": 49.8,
        "weight": 0.07,
        "contribution": 3.486,
        "summary": "Earnings-sensitive equity proxy breadth is 42%; average move is -0.39%.",
        "evidence": [
          "earnings_proxy_score: 49.8 (mixed, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Valuation",
        "score": 48.4,
        "weight": 0.06,
        "contribution": 2.904,
        "summary": "Equity valuation proxy: SPY/QQQ average -0.10%; rate pressure +0.11%.",
        "evidence": [
          "valuation_proxy_score: 48.4 (mixed, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Flows",
        "score": 49.4,
        "weight": 0.04,
        "contribution": 1.976,
        "summary": "ETF flow proxy: risk basket -0.05% versus TLT -0.02%.",
        "evidence": [
          "flows_proxy_score: 49.4 (mixed, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Sentiment",
        "score": 29.0,
        "weight": 0.04,
        "contribution": 1.16,
        "summary": "Sentiment proxy: VIX/VIXY +3.18% versus BTC/QQQ -0.27%.",
        "evidence": [
          "sentiment_proxy_score: 29.0 (hostile, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Prediction Markets",
        "score": 24.4,
        "weight": 0.03,
        "contribution": 0.732,
        "summary": "Event-risk proxy: VIX +5.37%, UUP -0.32%, TLT -0.02%, SPY -0.35%.",
        "evidence": [
          "event_risk_proxy_score: 24.4 (hostile, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Political Risk",
        "score": 31.9,
        "weight": 0.03,
        "contribution": 0.957,
        "summary": "Policy-risk proxy: VIX +5.37%, UUP -0.32%, TLT -0.02%, XLI -0.14%.",
        "evidence": [
          "political_risk_proxy_score: 31.9 (weak, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Political Trades",
        "score": 54.0,
        "weight": 0.02,
        "contribution": 1.08,
        "summary": "House PTR index shows 379 2026 periodic transaction filings; sampled filings mention no parsed tickers.",
        "evidence": [
          "house_ptr_activity_score: 54.0 (mixed, confidence 70%, source House Clerk PTR index and House PTR PDFs)"
        ]
      },
      {
        "name": "Appropriations / Contracts",
        "score": 67.6,
        "weight": 0.02,
        "contribution": 1.3519999999999999,
        "summary": "USAspending returned 10 recent contract transactions by action date; sampled obligations total $3.6B.",
        "evidence": [
          "recent_contract_transaction_flow_score: 67.6 (constructive, confidence 90%, source USAspending transaction API)"
        ]
      },
      {
        "name": "COT / Futures Positioning",
        "score": 61.7,
        "weight": 0.03,
        "contribution": 1.851,
        "summary": "Futures-positioning proxy average absolute move is 0.82%; DXY -0.29%.",
        "evidence": [
          "cot_positioning_proxy_score: 61.7 (constructive, confidence 100%, source Yahoo chart endpoint)"
        ]
      },
      {
        "name": "Revision",
        "score": 70.0,
        "weight": 0.03,
        "contribution": 2.1,
        "summary": "Run-revision proxy has 33 live inputs and 16 active caution flags.",
        "evidence": [
          "run_revision_proxy_score: 70.0 (supportive, confidence 80%, source Finance Swarm Control Layer)"
        ]
      },
      {
        "name": "Contradiction",
        "score": 47.4,
        "weight": 0.05,
        "contribution": 2.37,
        "summary": "Agent score dispersion is 16.0 points across 34 live inputs; 16 warning flags are active.",
        "evidence": [
          "cross_agent_contradiction_score: 47.4 (mixed, confidence 80%, source Finance Swarm Control Layer)"
        ]
      }
    ],
    "levers": [
      {
        "name": "live_tape_weight",
        "value": 0.12,
        "minimum": 0.05,
        "maximum": 0.35,
        "unit": "weight",
        "reason": "Live tape is important but cannot dominate once cross-asset agents are live.",
        "review_required": false
      },
      {
        "name": "confidence_cap",
        "value": 85.0,
        "minimum": 15.0,
        "maximum": 85.0,
        "unit": "percent",
        "reason": "Confidence is capped when source health, contradictions, and macro domains are not fully live.",
        "review_required": false
      },
      {
        "name": "blunder_avoidance_bias",
        "value": 0.65,
        "minimum": 0.5,
        "maximum": 0.8,
        "unit": "bias",
        "reason": "Munger-style posture: require stronger evidence before calling conditions attractive.",
        "review_required": false
      }
    ],
    "trust_gates": [],
    "positives": [
      "Dollar / FX: 55.5/100. Dollar proxies average -0.31%; stronger dollar tightens global liquidity.",
      "Commodities: 67.8/100. Oil +0.63%, copper +2.22%, gold -0.92%.",
      "Source Health: 100.0/100. 197/197 quote sources returned live data.",
      "Policy Rate: 62.7/100. Live rate proxies average 4.37; rate basket is moving +0.27% today.",
      "Inflation: 68.8/100. Inflation proxy: oil +0.63%, copper +2.22%, gold -0.92%, 10Y yield +0.08%.",
      "Appropriations / Contracts: 67.6/100. USAspending returned 10 recent contract transactions by action date; sampled obligations total $3.6B.",
      "COT / Futures Positioning: 61.7/100. Futures-positioning proxy average absolute move is 0.82%; DXY -0.29%.",
      "Revision: 70.0/100. Run-revision proxy has 33 live inputs and 16 active caution flags."
    ],
    "negatives": [
      "Market Tape / Nowcast: 46.0/100. Live tape is mixed. Indexes average -0.51%, watched-equity breadth is 50%, and crypto averages -0.35%.",
      "US Bond Market: 47.5/100. Rates average +0.20% and duration ETFs average -0.04%.",
      "Credit: 51.3/100. High-yield proxies average +0.04% versus LQD -0.01%.",
      "Market Internals: 44.3/100. FS sector basket breadth is 42%; 45% of sectors have at least half their top-3 sample positive.",
      "Crypto Risk Appetite: 46.5/100. BTC/ETH average -0.35%.",
      "Options / Volatility: 24.5/100. Volatility proxies average +3.18%.",
      "Net Liquidity: 49.5/100. Liquidity proxy impulse is -0.05% using BTC, TLT, HYG, QQQ, and inverse dollar pressure.",
      "Money Supply: 46.6/100. Monetary-liquidity proxy impulse is -0.34% across BTC, gold, TLT, and inverse dollar pressure.",
      "Labor: 46.5/100. Labor-sensitive cyclical proxies average -0.29% across IWM, XLI, and XLY.",
      "Housing: 21.8/100. Housing ETF proxies average -2.17% across XHB and ITB.",
      "Consumer: 32.5/100. Consumer proxies: XLY -0.71%, XLP -0.72%, XRT -2.20%.",
      "Earnings: 49.8/100. Earnings-sensitive equity proxy breadth is 42%; average move is -0.39%.",
      "Valuation: 48.4/100. Equity valuation proxy: SPY/QQQ average -0.10%; rate pressure +0.11%.",
      "Flows: 49.4/100. ETF flow proxy: risk basket -0.05% versus TLT -0.02%.",
      "Sentiment: 29.0/100. Sentiment proxy: VIX/VIXY +3.18% versus BTC/QQQ -0.27%.",
      "Prediction Markets: 24.4/100. Event-risk proxy: VIX +5.37%, UUP -0.32%, TLT -0.02%, SPY -0.35%.",
      "Political Risk: 31.9/100. Policy-risk proxy: VIX +5.37%, UUP -0.32%, TLT -0.02%, XLI -0.14%.",
      "Political Trades: 54.0/100. House PTR index shows 379 2026 periodic transaction filings; sampled filings mention no parsed tickers.",
      "Contradiction: 47.4/100. Agent score dispersion is 16.0 points across 34 live inputs; 16 warning flags are active."
    ]
  },
  "ticker": [
    {
      "label": "DOW",
      "symbol": "^DJI",
      "price": 52875.44,
      "change": -538.8099999999977,
      "change_pct": -1.0087383048531013,
      "status": "live"
    },
    {
      "label": "NASDAQ",
      "symbol": "^IXIC",
      "price": 26468.799,
      "change": -38.19100000000253,
      "change_pct": -0.14407897690383756,
      "status": "live"
    },
    {
      "label": "S&P 500",
      "symbol": "^GSPC",
      "price": 7689.75,
      "change": -28.850000000000364,
      "change_pct": -0.37377244578032753,
      "status": "live"
    },
    {
      "label": "BTC",
      "symbol": "BTC-USD",
      "price": 78541.31,
      "change": -552.5400000000081,
      "change_pct": -0.6985878168783137,
      "status": "live"
    },
    {
      "label": "ETH",
      "symbol": "ETH-USD",
      "price": 2489.92,
      "change": 0.0840000000002874,
      "change_pct": 0.003373716180514998,
      "status": "live"
    },
    {
      "label": "MSFT",
      "symbol": "MSFT",
      "price": 492.54,
      "change": -7.159999999999968,
      "change_pct": -1.4328597158294913,
      "status": "live"
    },
    {
      "label": "NVDA",
      "symbol": "NVDA",
      "price": 225.9,
      "change": -4.460000000000008,
      "change_pct": -1.9361000173641292,
      "status": "live"
    },
    {
      "label": "AAPL",
      "symbol": "AAPL",
      "price": 316.25,
      "change": -3.7200000000000273,
      "change_pct": -1.1626089945932516,
      "status": "live"
    },
    {
      "label": "GOOGL",
      "symbol": "GOOGL",
      "price": 338.705,
      "change": 0.24500000000000455,
      "change_pct": 0.0723866926667862,
      "status": "live"
    },
    {
      "label": "META",
      "symbol": "META",
      "price": 617.64,
      "change": 0.8700000000000045,
      "change_pct": 0.14105744442823168,
      "status": "live"
    },
    {
      "label": "NFLX",
      "symbol": "NFLX",
      "price": 76.765,
      "change": -1.4849999999999994,
      "change_pct": -1.8977635782747595,
      "status": "live"
    },
    {
      "label": "AMZN",
      "symbol": "AMZN",
      "price": 256.72,
      "change": -1.7899999999999636,
      "change_pct": -0.6924296932420269,
      "status": "live"
    },
    {
      "label": "TSLA",
      "symbol": "TSLA",
      "price": 366.61,
      "change": 12.53000000000003,
      "change_pct": 3.5387483054676996,
      "status": "live"
    },
    {
      "label": "HD",
      "symbol": "HD",
      "price": 315.06,
      "change": -5.990000000000009,
      "change_pct": -1.8657529979753962,
      "status": "live"
    },
    {
      "label": "WMT",
      "symbol": "WMT",
      "price": 105.98,
      "change": -1.1599999999999966,
      "change_pct": -1.0826955385476913,
      "status": "live"
    },
    {
      "label": "COST",
      "symbol": "COST",
      "price": 909.39,
      "change": -6.350000000000023,
      "change_pct": -0.6934282656649292,
      "status": "live"
    },
    {
      "label": "PG",
      "symbol": "PG",
      "price": 145.225,
      "change": -1.2150000000000034,
      "change_pct": -0.8296913411636189,
      "status": "live"
    },
    {
      "label": "LLY",
      "symbol": "LLY",
      "price": 1127.445,
      "change": -21.914999999999964,
      "change_pct": -1.9067133013155115,
      "status": "live"
    },
    {
      "label": "JNJ",
      "symbol": "JNJ",
      "price": 269.42,
      "change": -5.810000000000002,
      "change_pct": -2.110961741089272,
      "status": "live"
    },
    {
      "label": "MRK",
      "symbol": "MRK",
      "price": 148.895,
      "change": -1.4350000000000023,
      "change_pct": -0.9545666201024428,
      "status": "live"
    },
    {
      "label": "BRK-B",
      "symbol": "BRK-B",
      "price": 504.82,
      "change": -1.2099999999999795,
      "change_pct": -0.23911625792936772,
      "status": "live"
    },
    {
      "label": "JPM",
      "symbol": "JPM",
      "price": 355.53,
      "change": -3.1100000000000136,
      "change_pct": -0.86716484496989,
      "status": "live"
    },
    {
      "label": "V",
      "symbol": "V",
      "price": 368.38,
      "change": -6.689999999999998,
      "change_pct": -1.7836670488175534,
      "status": "live"
    },
    {
      "label": "GE",
      "symbol": "GE",
      "price": 337.71,
      "change": 0.589999999999975,
      "change_pct": 0.17501186521119333,
      "status": "live"
    },
    {
      "label": "CAT",
      "symbol": "CAT",
      "price": 826.945,
      "change": 13.004999999999995,
      "change_pct": 1.5977836204142806,
      "status": "live"
    },
    {
      "label": "RTX",
      "symbol": "RTX",
      "price": 199.62,
      "change": -1.1699999999999875,
      "change_pct": -0.5826983415508679,
      "status": "live"
    },
    {
      "label": "XOM",
      "symbol": "XOM",
      "price": 159.68,
      "change": 0.21000000000000796,
      "change_pct": 0.13168621057252647,
      "status": "live"
    },
    {
      "label": "CVX",
      "symbol": "CVX",
      "price": 210.08,
      "change": 1.4800000000000182,
      "change_pct": 0.7094918504314565,
      "status": "live"
    },
    {
      "label": "COP",
      "symbol": "COP",
      "price": 134.518,
      "change": 0.2580000000000098,
      "change_pct": 0.19216445702369267,
      "status": "live"
    },
    {
      "label": "LIN",
      "symbol": "LIN",
      "price": 469.15,
      "change": -8.420000000000016,
      "change_pct": -1.7630923215444891,
      "status": "live"
    },
    {
      "label": "SHW",
      "symbol": "SHW",
      "price": 325.655,
      "change": -8.055000000000007,
      "change_pct": -2.413772437146027,
      "status": "live"
    },
    {
      "label": "APD",
      "symbol": "APD",
      "price": 299.114,
      "change": -2.156000000000006,
      "change_pct": -0.7156371361237448,
      "status": "live"
    },
    {
      "label": "NEE",
      "symbol": "NEE",
      "price": 84.055,
      "change": 0.625,
      "change_pct": 0.7491310080306843,
      "status": "live"
    },
    {
      "label": "SO",
      "symbol": "SO",
      "price": 88.85,
      "change": 0.7399999999999949,
      "change_pct": 0.8398592668255532,
      "status": "live"
    },
    {
      "label": "DUK",
      "symbol": "DUK",
      "price": 121.13,
      "change": 0.9099999999999966,
      "change_pct": 0.7569455997338185,
      "status": "live"
    },
    {
      "label": "PLD",
      "symbol": "PLD",
      "price": 138.575,
      "change": 1.2349999999999852,
      "change_pct": 0.8992281928061637,
      "status": "live"
    },
    {
      "label": "AMT",
      "symbol": "AMT",
      "price": 176.625,
      "change": 0.7750000000000057,
      "change_pct": 0.44071651976116333,
      "status": "live"
    },
    {
      "label": "EQIX",
      "symbol": "EQIX",
      "price": 1049.88,
      "change": 13.900000000000091,
      "change_pct": 1.34172474372093,
      "status": "live"
    }
  ]
}