Datasets:
id
stringclasses 6
values | date_window
stringclasses 6
values | source_mix
stringclasses 6
values | narrative_evidence_summary
stringclasses 6
values | propagation_signals
stringclasses 6
values | price_context_summary
stringclasses 6
values | narrative_theme
stringclasses 6
values | acceleration_score
float64 0.46
0.8
| consensus_distance
float64 0.28
0.7
| pricing_gap_state
stringclasses 4
values | trade_signal_window
stringclasses 4
values | notes
stringclasses 6
values | constraints
stringclasses 1
value | gold_checklist
stringclasses 1
value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNAD-001
|
2025-01-03_to_2025-01-07
|
news+earnings_calls+social
|
multiple CEOs repeat 'AI spend'; headlines cluster; social uptake grows
|
source_count_up;repeat_rate_up;cross_source_echo_up
|
AI leaders up modestly; broad market flat
|
ai_capex_cycle
| 0.8
| 0.62
|
underpriced
|
entry_early
|
Narrative spreading faster than price
|
Use convergence not raw sentiment.
|
theme+accel+gap
|
MNAD-002
|
2025-02-10_to_2025-02-13
|
macro_news+rates_media+social
|
inflation concern appears but sources disagree
|
source_count_flat;echo_mixed
|
rates volatile; equities mixed
|
stagflation_risk
| 0.46
| 0.55
|
partially_priced
|
watch
|
Acceleration present but uneven
|
Use convergence not raw sentiment.
|
theme+accel+gap
|
MNAD-003
|
2025-03-18_to_2025-03-22
|
sector_news+social+analyst_notes
|
'chip shortage 2.0' repeats; supply chain quotes align
|
repeat_rate_up;echo_up;spread_speed_up
|
semis rally strong already
|
supply_constraint_repricing
| 0.72
| 0.28
|
priced_in
|
late
|
Narrative accelerating but already priced
|
Use convergence not raw sentiment.
|
theme+accel+gap
|
MNAD-004
|
2025-04-04_to_2025-04-08
|
energy_news+social+policy_notes
|
oil disruption narrative jumps after policy leak
|
source_count_up;echo_up;shock_jump
|
oil spikes; equities down
|
energy_shock
| 0.78
| 0.4
|
partially_priced
|
entry_fast
|
Fast narrative shock
|
Use convergence not raw sentiment.
|
theme+accel+gap
|
MNAD-005
|
2025-05-12_to_2025-05-16
|
earnings_calls+social
|
'pricing power' theme repeats across retail calls; social starts quoting transcripts
|
repeat_rate_up;quote_migration_up
|
retail sector flat
|
pricing_power
| 0.69
| 0.7
|
underpriced
|
entry_early
|
Coherent build
|
Use convergence not raw sentiment.
|
theme+accel+gap
|
MNAD-006
|
2025-06-01_to_2025-06-05
|
news+analyst_notes+social
|
'soft landing' story spreads but with competing recession notes
|
echo_mixed;spread_speed_flat
|
index drifting up
|
soft_landing
| 0.52
| 0.48
|
neutral
|
watch
|
Acceleration moderate
|
Use convergence not raw sentiment.
|
theme+accel+gap
|
What this dataset tests
Whether a system can detect market narrative acceleration
across heterogeneous sources.
This is not sentiment scoring.
This is propagation speed and convergence.
Required outputs
- narrative theme
- acceleration score
- consensus distance
- pricing gap state
- trade signal window
Pricing gap states
- underpriced
- partially priced
- priced in
- neutral
Trade signal windows
- entry early
- entry fast
- watch
- late
- exit
Constraints
Do not predict single-asset price.
Detect narrative acceleration and pricing gap.
Evaluation focus
High scores require
- a clear narrative theme label
- numeric acceleration and distance values
- coherent gap state
- coherent trade window label
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