Initial import: XAUUSD news sentiment models, evals, and data tooling
TF-IDF baseline (news_sentiment.py, models/xauusd_sentiment.joblib) and the two-head DeBERTa-v3-small transformer (transformer/, news_transformer.py) with its Google News crawler and DeepSeek labeller (data_collect/), the golden-set and archive evals (eval/), and the 2026-09-22 and 2026-09-27 results and progress notes. Transformer weights (model.pt, model.onnx) and the crawl database are not tracked; rebuild with transformer/train.py and transformer/export_onnx.py. The DeepSeek label cache in data/ is tracked.
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headline,category,exp,rationale,model_label,model_cls,model_score,model_conf,model_margin,model_cls_band,model_ms,kw_xau,kw_cls,ds_s,ds_xau,ds_cls,ds_cached
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Powell says restrictive policy needed for longer as inflation proves sticky,hawkish_fed,-1,"higher-for-longer rates lift real yields, gold-bearish",bearish,-1,-0.1765,0.4426,0.1513,-1,4.03,0.0,0,0.4,-0.7,-1,True
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Fed minutes show officials leaning toward two more rate hikes this year,hawkish_fed,-1,more hikes = stronger dollar/yields,bearish,-1,-0.9289,0.961,0.9289,-1,1.12,-1.0,-1,0.4,-0.7,-1,True
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Hot CPI print fuels bets on additional Fed tightening,hawkish_fed,-1,tightening expectations weigh on gold,bearish,-1,-0.457,0.6391,0.457,-1,1.06,-1.0,-1,0.4,-0.7,-1,True
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Fed's Waller: higher-for-longer rates warranted by resilient economy,hawkish_fed,-1,hawkish guidance,bearish,-1,-0.4544,0.5605,0.2271,-1,0.99,1.0,1,0.4,-0.7,-1,True
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"FOMC raises rates 50bp, flags further increases ahead",hawkish_fed,-1,outsized hike plus hawkish guidance,bearish,-1,-0.3253,0.5563,0.3253,-1,0.95,0.0,0,0.4,-0.7,-1,True
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Treasury yields spike as Fed pushes back on rate cut hopes,hawkish_fed,-1,"cut hopes dashed, yields up",bearish,-1,-0.1876,0.5848,0.1876,-1,0.98,1.0,1,0.4,-0.7,-1,True
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"Core inflation accelerates, cementing case for hawkish Fed stance",hawkish_fed,-1,hawkish repricing,bearish,-1,-0.8645,0.9227,0.8645,-1,0.95,0.0,0,0.4,-0.7,-1,True
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Fed dot plot shifts higher; markets price out easing for the year,hawkish_fed,-1,easing priced out,bearish,-1,-0.3705,0.5953,0.3705,-1,0.92,1.0,1,0.4,-0.7,-1,True
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Fed cuts rates 25bp and signals more easing to come,dovish_fed,1,easing cycle is gold-bullish,bearish,-1,-0.6552,0.7834,0.6552,-1,0.92,1.0,1,-0.4,0.7,1,True
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Powell hints at rate cuts as inflation cools toward target,dovish_fed,1,cut guidance,bullish,1,0.4517,0.6713,0.4517,1,0.94,1.0,1,-0.4,0.7,1,True
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FOMC minutes reveal growing support for policy easing,dovish_fed,1,dovish minutes,neutral,0,0.1861,0.5818,0.2797,1,0.92,1.0,1,-0.4,0.7,1,True
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Fed's Williams says rate cuts appropriate later this year,dovish_fed,1,cut guidance,bullish,1,0.0572,0.4318,0.0572,0,0.94,1.0,1,-0.4,0.7,1,True
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Soft inflation data boosts odds of a dovish Fed pivot,dovish_fed,1,pivot odds up,bullish,1,0.5555,0.7373,0.5555,1,0.96,1.0,1,-0.4,0.7,1,True
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"Fed pauses hikes, markets price aggressive easing cycle",dovish_fed,1,easing priced in,bearish,-1,-0.4495,0.6875,0.4495,-1,0.93,1.0,1,-0.4,0.7,1,True
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Central banks turn dovish as global growth falters,dovish_fed,1,global easing backdrop,bullish,1,0.302,0.5932,0.302,1,0.94,1.0,1,-0.4,0.7,1,True
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Fed to restart bond purchases to support flagging economy,dovish_fed,1,QE is gold-bullish,neutral,0,-0.0885,0.374,0.0167,0,0.92,0.0,0,-0.4,0.7,1,True
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Dollar index hits 12-month high on robust US economic data,strong_usd,-1,strong dollar pressures gold,bearish,-1,-0.475,0.606,0.343,-1,0.91,1.0,1,0.4,-0.7,-1,True
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"US GDP grows 4.1% annualized, blowing past expectations",strong_usd,-1,"strong economy, hawkish implication",bearish,-1,-0.0263,0.354,0.0263,0,0.92,0.0,0,0.4,-0.7,-1,True
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Blockbuster jobs report sends dollar surging across the board,strong_usd,-1,strong jobs lift dollar and yields,bearish,-1,-0.2741,0.5452,0.2741,-1,0.94,0.0,0,0.4,-0.7,-1,True
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"US retail sales smash forecasts, underscoring consumer strength",strong_usd,-1,strong data,bearish,-1,-0.4769,0.6191,0.3803,-1,0.94,0.0,0,0.4,-0.7,-1,True
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Greenback rallies as US data outshines Europe and Asia,strong_usd,-1,dollar strength,bullish,1,0.7808,0.8306,0.7111,1,0.92,0.0,0,0.4,-0.7,-1,True
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ISM services index jumps to two-year high on strong demand,strong_usd,-1,strong data,bearish,-1,-0.5939,0.7515,0.5939,-1,0.91,1.0,1,0.4,-0.7,-1,True
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Consumer confidence surges to post-pandemic high in the US,strong_usd,-1,strong data,bullish,1,0.3975,0.5241,0.1749,1,1.02,1.0,1,0.4,-0.7,-1,True
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Dollar tumbles to eight-month low after dismal manufacturing data,weak_usd,1,weak dollar lifts gold,neutral,0,0.0207,0.4664,0.1893,0,0.96,-1.0,-1,-0.4,0.7,1,True
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US economy adds far fewer jobs than expected; dollar slides,weak_usd,1,"weak jobs, dovish implication",bullish,1,0.0828,0.5162,0.0828,0,0.99,-1.0,-1,-0.4,0.7,1,True
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Greenback weakens as US retail sales unexpectedly contract,weak_usd,1,weak data,bearish,-1,-0.0489,0.4665,0.0489,0,0.95,-1.0,-1,-0.4,0.6,1,True
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"US GDP growth revised down sharply, stoking slowdown fears",weak_usd,1,slowdown is dovish,bullish,1,0.2091,0.5832,0.2091,1,0.99,0.0,0,-0.5,0.5,1,True
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Dollar slumps as trade deficit balloons to record,weak_usd,1,dollar weakness,bullish,1,0.3622,0.6054,0.3622,1,0.94,-1.0,-1,-0.4,0.5,1,True
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Soft services PMI adds to evidence of cooling US economy,weak_usd,1,cooling economy,neutral,0,0.2533,0.4396,0.0328,1,0.95,0.0,0,-0.4,0.4,1,True
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US consumer sentiment plunges to two-year low,weak_usd,1,weak data,bullish,1,0.398,0.5068,0.1224,1,0.94,-1.0,-1,-0.5,0.5,1,True
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Real yields climb to multi-year highs as TIPS sell off,real_yields,-1,rising real yields raise gold's opportunity cost,bearish,-1,-0.7863,0.872,0.7863,-1,0.98,0.0,0,0.6,-0.8,-1,True
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10-year Treasury yield surges past 5% on supply glut,real_yields,-1,yield spike,bearish,-1,-0.8385,0.9145,0.8385,-1,0.93,1.0,1,0.6,-0.8,-1,True
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Rising real interest rates dim appeal of non-yielding assets,real_yields,-1,explicit opportunity-cost story,bearish,-1,-0.3093,0.5168,0.2412,-1,0.93,0.0,0,0.5,-0.7,-1,True
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Treasury yields sink as investors flock to bonds,real_yields,1,falling yields support gold,bearish,-1,-0.636,0.783,0.636,-1,0.89,0.0,0,-0.5,0.6,1,True
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Real yields turn negative as inflation outpaces rates,real_yields,1,negative real yields are gold's best backdrop,bearish,-1,-0.6159,0.7749,0.6159,-1,0.9,0.0,0,-0.6,0.8,1,True
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Bond rally drives 10-year yield to lowest level in a year,real_yields,1,falling yields,bearish,-1,-0.3144,0.613,0.3144,-1,0.94,1.0,1,-0.5,0.6,1,True
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"Geopolitical tensions escalate in Middle East, investors seek safety",safe_haven,1,safe-haven bid,bullish,1,0.5936,0.6582,0.3809,1,0.96,0.0,0,-0.7,0.8,1,True
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Stocks crater worldwide as banking crisis fears spread,safe_haven,1,crisis flight to safety,bullish,1,0.4643,0.6331,0.4349,1,0.92,0.0,0,-0.8,0.9,1,True
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Escalating conflict drives flight to safe-haven assets,safe_haven,1,explicit haven flow,bullish,1,0.4289,0.5267,0.1511,1,0.9,0.0,0,-0.7,0.8,1,True
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Investors dump risk assets after surprise sovereign default,safe_haven,1,default shock,bullish,1,0.3735,0.5085,0.152,1,0.93,0.0,0,-0.8,0.9,1,True
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Military escalation on NATO border rattles global markets,safe_haven,1,geopolitical stress,bullish,1,0.285,0.4913,0.1889,1,0.91,0.0,0,-0.7,0.8,1,True
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Wall Street plunges 4% in worst session since pandemic,safe_haven,1,risk-off,bullish,1,0.7518,0.8264,0.7273,1,0.9,-1.0,-1,-0.8,0.9,1,True
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Currency crisis in emerging markets sparks contagion fears,safe_haven,1,"contagion, haven bid",bullish,1,0.4071,0.5596,0.2716,1,0.92,0.0,0,-0.7,0.8,1,True
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"Nuclear rhetoric intensifies, sending investors to havens",safe_haven,1,extreme geopolitical stress,neutral,0,0.0526,0.4476,0.1451,0,0.99,0.0,0,-0.8,0.9,1,True
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"Ceasefire agreement lifts global markets, haven demand fades",risk_on,-1,haven unwind,bullish,1,0.3043,0.5132,0.2352,1,0.92,0.0,0,0.6,-0.7,-1,True
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Stocks roar to record highs as trade deal signed,risk_on,-1,risk-on drains haven demand,bullish,1,0.5773,0.7171,0.574,1,0.92,1.0,1,0.7,-0.7,-1,True
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Risk appetite returns as banking fears subside,risk_on,-1,risk-on,bullish,1,0.1217,0.5155,0.1217,0,0.92,0.0,0,0.6,-0.6,-1,True
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Global equities rally on strong earnings and easing tensions,risk_on,-1,risk-on,neutral,0,0.0958,0.4756,0.1655,0,0.92,1.0,1,0.7,-0.7,-1,True
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Gold hits record high as central banks keep buying bullion,gold_direct,1,direct demand,bullish,1,0.5613,0.764,0.5613,1,0.93,1.0,1,0.8,0.9,1,True
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Gold ETFs post biggest weekly inflows in three years,gold_direct,1,investment inflows,bearish,-1,-0.018,0.3503,0.018,0,0.93,0.0,0,0.7,0.8,1,True
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China's central bank extends gold buying spree to 18th month,gold_direct,1,official-sector demand,bullish,1,0.3544,0.6295,0.3544,1,0.94,0.0,0,0.6,0.7,1,True
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Miners struggle to meet gold demand as supply deficit widens,gold_direct,1,supply deficit,bullish,1,0.6965,0.8099,0.6965,1,0.91,-1.0,-1,0.5,0.6,1,True
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Gold slides 2% as investors book profits after record run,gold_direct,-1,profit-taking pressure,bearish,-1,-0.9475,0.9703,0.9475,-1,0.94,-1.0,-1,-0.6,-0.8,-1,True
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Gold tumbles below key support as ETF outflows accelerate,gold_direct,-1,outflows,bearish,-1,-0.9836,0.9893,0.9836,-1,0.95,-1.0,-1,-0.7,-0.9,-1,True
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Bullion demand weakens as Indian jewellery buying stalls,gold_direct,-1,physical demand soft,bearish,-1,-0.9648,0.9802,0.9648,-1,0.95,-1.0,-1,-0.4,-0.5,-1,True
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Speculators slash bullish gold bets as dollar strengthens,gold_direct,-1,positioning unwind,bearish,-1,-0.8333,0.9141,0.8333,-1,0.96,1.0,1,-0.5,-0.6,-1,True
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"Fed holds rates steady, signals no rate hike on the horizon",negation_traps,1,dovish hold; keyword layer sees the phrase rate hike and flips it gold-bearish,bearish,-1,-0.8074,0.8635,0.7831,-1,0.96,-1.0,-1,0.3,0.5,1,True
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Powell says no rate cuts until inflation shows sustained cooling,negation_traps,-1,hawkish hold; keyword layer sees rate cut and calls it gold-bullish,bullish,1,0.4706,0.6358,0.4369,1,0.96,1.0,1,-0.2,-0.3,-1,True
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Recession fears fade as US data streak beats estimates,negation_traps,-1,fading fear is risk-on; keywords see recession plus beats and cancel out,bullish,1,0.2828,0.5504,0.2828,1,0.93,0.0,0,0.4,-0.4,-1,True
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"Inflation fails to accelerate, easing pressure on the Fed",negation_traps,1,disinflation opens door to cuts,bullish,1,0.0607,0.4982,0.0607,0,0.92,1.0,1,0.3,0.4,1,True
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"Fed's Bowman: not yet confident inflation is beaten, cuts premature",negation_traps,-1,hawkish pushback phrased around negations,bullish,1,0.1708,0.4485,0.1708,1,0.95,0.0,0,-0.4,-0.5,-1,True
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"Central bank stops short of hiking, but warns tightening may resume",negation_traps,-1,hawkish hold with tightening bias,bullish,1,0.0316,0.3583,0.0316,0,0.96,-1.0,-1,-0.3,-0.4,-1,True
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"No safe-haven bid for gold despite equity wobble, analysts say",negation_traps,-1,explicitly negated haven demand,bullish,1,0.5018,0.5473,0.1402,1,0.96,0.0,0,-0.3,-0.4,-1,True
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"Jobs report not as weak as feared, dollar recovers",negation_traps,-1,less-bad data is dollar-positive,bullish,1,0.1619,0.5121,0.1619,1,0.94,0.0,0,0.3,-0.4,-1,True
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US manufacturing output plunges as new orders dry up,inverted_metrics,1,weak economy is dovish/gold-bullish; keyword layer reads plunges as bearish,bullish,1,0.7146,0.7732,0.6049,1,0.92,-1.0,-1,-0.5,0.5,1,True
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US factory activity slumps to three-year low,inverted_metrics,1,weak data; keyword reads slumps as bearish,bullish,1,0.2458,0.4944,0.2374,1,0.99,-1.0,-1,-0.5,0.5,1,True
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Consumer spending falls for third straight month,inverted_metrics,1,weak data; keyword reads falls as bearish,bearish,-1,-0.4585,0.61,0.3715,-1,0.92,-1.0,-1,-0.5,0.5,1,True
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Private payrolls growth slides to weakest pace since 2020,inverted_metrics,1,weak jobs; keyword reads slides as bearish,bearish,-1,-0.4666,0.6299,0.423,-1,0.91,-1.0,-1,-0.5,0.5,1,True
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Jobless claims hit two-year high as layoffs spread,inverted_metrics,1,higher claims = weaker economy = gold-bullish,neutral,0,0.1014,0.4757,0.1628,0,0.92,0.0,0,-0.5,0.5,1,True
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"US unemployment rate hits 4.5%, highest since 2021",inverted_metrics,1,higher unemployment = dovish = gold-bullish,bullish,1,0.1838,0.4889,0.1838,1,0.92,0.0,0,-0.6,0.6,1,True
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Lakers clinch playoff berth with overtime win over Suns,distractors,0,irrelevant,neutral,0,0.0953,0.4492,0.1261,0,0.91,0.0,0,0.0,0.0,0,True
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New Marvel film smashes box office records on opening weekend,distractors,0,irrelevant,bullish,1,0.2856,0.5013,0.2184,1,0.92,0.0,0,0.0,0.0,0,True
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Apple unveils thinner MacBook with faster chip lineup,distractors,0,irrelevant,neutral,0,0.2028,0.5275,0.1898,1,0.94,0.0,0,0.0,0.0,0,True
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Scientists discover new deep-sea species off Pacific coast,distractors,0,irrelevant,bullish,1,0.427,0.4983,0.0679,1,0.94,0.0,0,0.0,0.0,0,True
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Heavy rain forecast for the Midwest through the weekend,distractors,0,irrelevant,neutral,0,0.2173,0.4459,0.0601,1,0.91,0.0,0,0.0,0.0,0,True
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Streaming service raises subscription prices in Europe,distractors,0,irrelevant,neutral,0,-0.0675,0.4344,0.1179,0,0.92,0.0,0,0.0,0.0,0,True
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"Electric vehicle startup recalls 12,000 cars over software glitch",distractors,0,irrelevant,bullish,1,0.3573,0.4554,0.0089,1,0.92,0.0,0,0.0,0.0,0,True
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Local elections see record turnout in several US states,distractors,0,irrelevant,neutral,0,0.1101,0.7136,0.5153,0,0.9,0.0,0,0.0,0.0,0,True
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