id stringclasses 6 values | date_window stringclasses 6 values | source_mix stringclasses 6 values | narrative_evidence_summary stringclasses 6 values | convergence_signals stringclasses 4 values | price_context_summary stringclasses 6 values | narrative_theme stringclasses 6 values | coherence_score float64 0.4 0.8 | cross_source_alignment stringclasses 3 values | narrative_velocity stringclasses 5 values | price_alignment_state stringclasses 4 values | notes stringclasses 6 values | constraints stringclasses 1 value | gold_checklist stringclasses 1 value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNCM-001 | 2025-01-02_to_2025-01-06 | news+earnings_calls+social | multiple CEOs repeat AI spend; headlines cluster on GPU demand; social repeats transcript quotes | topic_convergence_up;phrase_overlap_up;cross_source_echo_up | AI leaders up modestly; broad index flat | ai_capex_cycle | 0.8 | high | building | underpriced | Coherence building ahead of broad pricing | Do not score sentiment. Score convergence. | theme+score+alignment |
MNCM-002 | 2025-02-09_to_2025-02-13 | macro_news+rates_media+social | inflation concern appears but framing differs; some sources emphasize growth resilience | topic_convergence_flat;phrase_overlap_mixed;echo_mixed | rates volatile; equities mixed | inflation_uncertainty | 0.52 | medium | steady | partial_alignment | Theme present but not unified | Do not score sentiment. Score convergence. | theme+score+alignment |
MNCM-003 | 2025-03-18_to_2025-03-22 | sector_news+analyst_notes+social | supply constraint story repeats; analysts cite same bottleneck; social amplifies key phrases | topic_convergence_up;phrase_overlap_up;echo_up | semis strong; breadth moderate | supply_constraint_repricing | 0.74 | high | accelerating | aligned | Narrative and price aligned | Do not score sentiment. Score convergence. | theme+score+alignment |
MNCM-004 | 2025-04-20_to_2025-04-24 | earnings_calls+news | multiple retailers repeat pricing power; headlines echo calls; little disagreement | topic_convergence_up;phrase_overlap_up;echo_up | retail sector flat | pricing_power | 0.69 | high | building | underpriced | Story forming without price follow-through | Do not score sentiment. Score convergence. | theme+score+alignment |
MNCM-005 | 2025-05-21_to_2025-05-25 | news+macro_media+social | geopolitical shock dominates; most sources converge on energy disruption | topic_convergence_up;phrase_overlap_up;echo_up | oil spikes; equities down | energy_disruption_shock | 0.78 | high | shock_jump | aligned | Fast convergence with price reaction | Do not score sentiment. Score convergence. | theme+score+alignment |
MNCM-006 | 2025-06-01_to_2025-06-05 | macro_news+analyst_notes | soft landing narrative competes with recession warnings; phrases diverge | topic_convergence_down;phrase_overlap_low;echo_low | index drifting up; credit mixed | soft_landing_vs_recession | 0.4 | low | fragmenting | misaligned | No single story holds | Do not score sentiment. Score convergence. | theme+score+alignment |
What this dataset tests
Whether a system can detect market narrative coherence
across heterogeneous sources.
This is not sentiment scoring.
This is convergence detection.
Required outputs
- narrative theme
- coherence score
- cross-source alignment
- narrative velocity
- price alignment state
Narrative velocity labels
- building
- steady
- accelerating
- shock jump
- fragmenting
Price alignment states
- underpriced
- partial alignment
- aligned
- misaligned
Constraints
Do not predict single-asset price.
Detect narrative convergence and price alignment only.
Evaluation focus
High scores require
- a clear theme label
- a numeric coherence score
- explicit alignment and velocity
- a coherent price alignment state
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