{"generatedAt":"2026-09-14T08:12:47.511Z","dataCutoff":"2026-09-14T06:49:30.993Z","modelVersion":"WP-MARKET-ALIGNMENT-0.4","inputPolicy":{"required":["news"],"optional":["culture","operations"],"requiredReady":true,"currentLaneCount":3,"dataCutoff":"2026-09-14T06:49:30.993Z","lanes":{"news":{"role":"required","state":"current","included":true,"referenceAt":"2026-09-14T08:12:39.649Z","detail":"Current required evidence is available."},"culture":{"role":"optional","state":"current","included":true,"referenceAt":"2026-09-14T07:32:24.643Z","detail":"Current optional evidence is included."},"operations":{"role":"optional","state":"current","included":true,"referenceAt":"2026-09-14T06:49:30.993Z","detail":"Current optional evidence is included."}},"rule":"News is required. Culture and physical operations are optional and contribute only while independently current; unavailable optional lanes add zero support."},"lineage":{"mode":"staged-revisions","scope":"used-inputs-only","complete":true,"inputs":[{"key":"news:global","family":"news","role":"required","schemaVersion":"WP-NEWS-PAYLOAD-1.0","revisionId":"pp-2f5bacc0f14f2537f8bf0e7c37c443e6bbe2dadac0ddda83","payloadSha256":"e0410ca47a13a4b0e6baeaedd6607da257b7df715575f08d9a24195b560f15d3","publishedAt":"2026-09-14T08:12:39.649Z"},{"key":"culture:global","family":"culture","role":"optional","schemaVersion":"WP-CULTURE-PAYLOAD-1.0","revisionId":"pp-c0116640dd32d612ac4d0a701fea8deb3d7e61bc78e73cb8","payloadSha256":"9a06a8cd1978afdba8518efa6ae0ce100343c632a31190629c1f84cf2e454fe6","publishedAt":"2026-09-14T07:32:24.643Z"},{"key":"operations:north-america","family":"operations","role":"optional","schemaVersion":"WP-OPERATIONS-PAYLOAD-1.0","revisionId":"pp-d5d273bdeb8292d81128fc5b7081f68c275b3d7b4689c48e","payloadSha256":"668663afeaabfec1bc695e6dd277fe143e60a1be6aebdc933cd13b9f900143a4","publishedAt":"2026-09-14T06:49:30.993Z"}],"detail":"Every evidence lane actually used by this derived market snapshot names its exact immutable source-family revision. 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Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"DBA","name":"Agriculture","exposure":"Agricultural commodities","group":"Materials and food","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Crop stress, food inflation and agricultural supply pressure","failureCondition":"Strong harvests, inventories or a stronger dollar lower prices","evidenceHeadlines":[{"title":"Angolan communities return to seasonal migration amid severe drought","url":"https://news.mongabay.com/short-article/2026/09/angolan-communities-return-to-seasonal-migration-amid-severe-drought/","source":"Mongabay","publishedAt":"2026-09-11T19:54:36.000Z","corroboratingSources":1,"matchedKeywords":["drought"]}],"components":[{"name":"Structural relevance","points":17,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 1 whole-word or phrase matched current headlines from 1 relevant publication"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 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Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"EWZ","name":"Brazil","exposure":"Country equities","group":"Countries","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Agriculture, metals, energy and domestic-rate sensitivity","failureCondition":"Fiscal, currency, commodity or political risks intensify","evidenceHeadlines":[{"title":"Brazil’s August inflation comes in -0.32%, lowest in four years","url":"https://agenciabrasil.ebc.com.br/en/economia/noticia/2026-09/brazils-august-inflation-comes-032-lowest-four-years","source":"Agência Brasil","publishedAt":"2026-09-11T14:18:00.000Z","corroboratingSources":1,"matchedKeywords":["brazil"]}],"components":[{"name":"Structural relevance","points":14,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 1 whole-word or phrase matched current headlines from 1 relevant publication"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"COPX","name":"Copper miners","exposure":"Mining equities","group":"Materials and food","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Power grids, electrification and data-center construction","failureCondition":"Industrial demand or Chinese construction weakens","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":18,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"URA","name":"Uranium","exposure":"Nuclear fuel equities","group":"Power and technology","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Power demand, reactor restarts and energy security","failureCondition":"Policy reversal, delays or faster supply growth","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":17,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 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Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"PAVE","name":"Infrastructure","exposure":"U.S. infrastructure equities","group":"Industry and movement","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Grid upgrades, factories and public construction","failureCondition":"High rates delay projects or public spending slows","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":16,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"LIT","name":"Lithium and batteries","exposure":"Battery-material equities","group":"Materials and food","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Grid storage and electric-vehicle battery demand","failureCondition":"Oversupply, chemistry shifts or slower electric-vehicle adoption","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":16,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"REMX","name":"Rare earths and strategic metals","exposure":"Strategic-material equities","group":"Materials and food","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Supply-chain security and strategic mineral processing","failureCondition":"New supply, substitution or weaker industrial demand","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":17,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"CIBR","name":"Cybersecurity","exposure":"Cybersecurity equities","group":"Defense and resilience","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Persistent attacks and critical-infrastructure defense spending","failureCondition":"Security budgets slow or competition compresses margins","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":17,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"IYT","name":"Transportation","exposure":"Transportation equities","group":"Industry and movement","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Freight, travel and logistics throughput","failureCondition":"Demand slows, fuel costs surge or bottlenecks impair margins","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":15,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"XLU","name":"Utilities","exposure":"U.S. utility equities","group":"Power and technology","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Electricity demand, grid investment and defensive cash flows","failureCondition":"Rates stay high, regulation tightens or capital costs overwhelm growth","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":16,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Theme-specific heat context is unavailable"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"TAN","name":"Solar energy","exposure":"Solar equities","group":"Power and technology","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Power-demand growth and renewable generation buildout","failureCondition":"Financing costs, policy reversal or equipment oversupply persist","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":15,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Theme-specific heat context is unavailable"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"BOTZ","name":"Robotics and automation","exposure":"Automation equities","group":"Industry and movement","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Labor constraints, reshoring and automation investment","failureCondition":"Industrial capital spending falls or adoption disappoints","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":17,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"EWJ","name":"Japan","exposure":"Country equities","group":"Countries","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Corporate reform, automation and export exposure","failureCondition":"Currency, global demand or policy normalization hurts earnings","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":14,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]},{"ticker":"EZA","name":"South Africa","exposure":"Country equities","group":"Countries","alignment":null,"rankEligible":false,"evidenceCoveragePct":0,"currentSignals":0,"thesis":"Strategic minerals, improving power reliability and valuation","failureCondition":"Grid, fiscal, political or commodity pressure worsens","evidenceHeadlines":[],"components":[{"name":"Structural relevance","points":12,"maximum":20,"evidence":"Model-declared exposure mapping used for research-universe eligibility; excluded from the current-evidence score"},{"name":"Reported pressure","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 whole-word or phrase matched current headlines from 0 relevant publications"},{"name":"Culture relevance","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. 0 keyword-linked attention topics from 0 relevant source families · 0 cross-source"},{"name":"Physical context","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. No directional theme-specific physical dataset is connected; generic sensor counts are excluded"},{"name":"Market confirmation","points":null,"maximum":20,"evidence":"Last verified snapshot only; not a current scoring input. Live price, valuation, liquidity and trend inputs are not connected; excluded rather than guessed"}]}]}