id
stringclasses
6 values
date_window
stringclasses
6 values
market_context
stringclasses
6 values
agent_signal_summary
stringclasses
6 values
positioning_proxy_summary
stringclasses
6 values
trigger_event_context
stringclasses
6 values
liquidity_conditions
stringclasses
4 values
agent_type
stringclasses
5 values
current_position_state
stringclasses
6 values
forced_action_probability
float64
0.25
0.8
reaction_path
stringclasses
6 values
systemic_impact_score
float64
0.22
0.74
notes
stringclasses
6 values
constraints
stringclasses
1 value
gold_checklist
stringclasses
1 value
MARP-001
2025-01-11_to_2025-01-12
Nasdaq futures extended rally
persistent buy programs; trend followers dominant
trend exposure proxy high; model signals maxed
minor down day breaks short-term trend
liquidity ok
cta_trend
max_long_near_capacity
0.72
reduce_long->sell_futures->vol_up
0.66
CTA forced de-risk on trend break
Infer constraints not opinions.
agent+state+path
MARP-002
2025-02-15_to_2025-02-16
rates gap move
dealer hedging flows dominate
negative gamma proxy; intraday hedging rising
vol spike in front-end rates
liquidity thinning
options_hedging
short_gamma_hedge_mode
0.8
buy_vol->sell_risk_assets->liquidity_thin
0.74
Dealer hedging amplifies move
Infer constraints not opinions.
agent+state+path
MARP-003
2025-03-19_to_2025-03-20
credit stress
levered holders under pressure
margin stress proxy high; bid weak
funding spread widening
liquidity patchy
distressed_seller
forced_liquidation
0.78
sell_credit->sell_equities->spread_widen
0.7
Forced selling cascade
Infer constraints not opinions.
agent+state+path
MARP-004
2025-04-03_to_2025-04-04
equities stable
market makers supplying depth
inventory balanced; neutral gamma
no trigger event
liquidity strong
market_maker
balanced_inventory
0.25
quote_tighten->absorb_flow
0.22
Stabilizing agent
Infer constraints not opinions.
agent+state+path
MARP-005
2025-05-22_to_2025-05-23
energy shock spillover
trend and hedging flows overlap
trend long crowded; hedging demand rising
policy headline escalates risk-off
liquidity thinning
cta_trend
crowded_long
0.67
sell_futures->correlation_up->risk_off
0.72
Crowded unwind under shock
Infer constraints not opinions.
agent+state+path
MARP-006
2025-06-12_to_2025-06-13
single-theme equity concentration
fundamental crowd in leaders
ownership concentrated; breadth weak
earnings miss in leader
liquidity ok
fundamental_growth
concentrated_long
0.62
sell_leaders->rotation->dispersion_up
0.58
Fundamental de-risk rotates market
Infer constraints not opinions.
agent+state+path