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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