Defaults
| Parameter | Default Value | Rationale |
|---|---|---|
| lookback_quarters | 8 | 2yr captures cycle inflection while remaining responsive |
| regime_indicators | yield_curve, credit_spreads, PMI, VIX, fed_posture | Standard macro regime detection set |
| probability_weighting | bear/base/bull | Three-scenario framework per institutional standard |
Preflight
Run the canonical pre-flight sequence: MCP health probe, ticker resolution, workspace style override, memory load, and coverage check. See contracts/preflight.md. Propagate X-Agentii-Trace header per contracts/x-agentii-trace-header.md.
Data Source Priority (mandatory order)
- Knowledge entries FIRST — query gold.knowledge_entries for L1 regime frameworks
- Historical analogues SECOND — query search_by_analogue(market_regime) for matching cases
- Real-time data LAST — supplemental only
Methodology
Retrieval Scope
structured_only
Retrieval Strategy
- Query knowledge entries for L1 frameworks via search_knowledge_entries
- Query search_by_analogue for historical regime precedents
- Supplement with real-time data
Temporal Scope
See frontmatter temporal_scope block.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
- Regime Detection — classify current macro environment using yield curve, credit spreads, PMI, VIX, Fed posture
- Framework Application — apply relevant L1 framework from references/knowledge-frameworks.md
- Analogue Retrieval — query search_by_analogue(market_regime) for historical precedents
- Probability Weighting — Bear/Base/Bull scenarios with transition catalysts
Output File
{ticker}/{YYYY-MM-DD_HHMM}_macro-regime_{affix}.md
Output Structure
- Executive Summary — current regime with probability weights
- Regime Indicators — yield curve, credit spreads, PMI, VIX with readings
- Framework Analysis — applied L1 frameworks with evidence
- Historical Analogues — matched cases with /v/cases/ citations
- Scenario Matrix — Bear/Base/Bull with catalysts
- Risk Factors and Coverage Gaps
Error Handling
| Error | Fallback |
|---|---|
| No L1 frameworks | Proceed with standard indicators; flag degraded |
| search_by_analogue empty | Note no analogue found; do not fabricate |
| Real-time quote unavailable | Use last-known values with staleness flag |
Memory Load
Load prior context before retrieval. See contracts/memory-load.md.
Snapshot
Post-session synthesis. See contracts/snapshot-synthesis.md.
Final Summary (TUI)
Include ### Key Citations block with 0-10 clickable /v/ URLs for cited frameworks and cases.
References
references/knowledge-frameworks.mdcontracts/citation-and-memory.mdcontracts/output-frontmatter-schema.mdcontracts/memory-load.mdcontracts/snapshot-synthesis.mdcontracts/preflight.md