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
- Downloads last month
- 27