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. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
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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",bullish,1,0.435,0.71,0.4416,1,9.9,0.0,0,0.4,-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,-0.9869,0.9895,0.9948,-1,9.04,-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,-0.9821,0.9882,0.9878,-1,7.7,-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,-0.9816,0.989,0.9852,-1,8.98,1.0,1,0.4,-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,-0.9705,0.9819,0.9772,-1,7.99,0.0,0,0.4,-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,-0.9821,0.9885,0.987,-1,7.96,1.0,1,0.4,-0.7,-1,True
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"Core inflation accelerates, cementing case for hawkish Fed stance",hawkish_fed,-1,hawkish repricing,bearish,-1,-0.9839,0.9898,0.988,-1,7.77,0.0,0,0.4,-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,-0.8147,0.8881,0.8474,-1,8.21,1.0,1,0.4,-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,bullish,1,0.9611,0.9785,0.9652,1,7.92,1.0,1,-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,1,0.9687,0.9818,0.9736,1,7.9,1.0,1,-0.4,0.7,1,True
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FOMC minutes reveal growing support for policy easing,dovish_fed,1,dovish minutes,bearish,-1,-0.6319,0.813,0.6356,-1,7.54,1.0,1,-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,1,0.8866,0.9419,0.889,1,7.94,1.0,1,-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,1,0.6963,0.846,0.6992,1,7.78,1.0,1,-0.4,0.7,1,True
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"Fed pauses hikes, markets price aggressive easing cycle",dovish_fed,1,easing priced in,bullish,1,0.9659,0.9805,0.9706,1,7.62,1.0,1,-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,1,0.963,0.9793,0.9672,1,7.63,1.0,1,-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,bullish,1,0.8518,0.8915,0.9148,1,7.66,0.0,0,-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,-0.977,0.9862,0.9816,-1,8.03,1.0,1,0.4,-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,-0.9141,0.9473,0.9324,-1,8.25,0.0,0,0.4,-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,-0.7855,0.8878,0.7934,-1,7.74,0.0,0,0.4,-0.7,-1,True
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"US retail sales smash forecasts, underscoring consumer strength",strong_usd,-1,strong data,bullish,1,0.0678,0.4828,0.0756,0,7.67,0.0,0,0.4,-0.7,-1,True
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Greenback rallies as US data outshines Europe and Asia,strong_usd,-1,dollar strength,bullish,1,0.5423,0.5931,0.842,1,7.92,0.0,0,0.4,-0.7,-1,True
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ISM services index jumps to two-year high on strong demand,strong_usd,-1,strong data,bullish,1,0.5227,0.7138,0.5778,1,8.06,1.0,1,0.4,-0.7,-1,True
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Consumer confidence surges to post-pandemic high in the US,strong_usd,-1,strong data,bullish,1,0.8318,0.8869,0.8828,1,8.1,1.0,1,0.4,-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,bullish,1,0.9782,0.987,0.9824,1,8.01,-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,1,0.9593,0.9647,0.9888,1,7.87,-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,neutral,0,0.0424,0.9499,0.8998,0,8.05,-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,1,0.9198,0.9543,0.9304,1,8.19,0.0,0,-0.5,0.5,1,True
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Dollar slumps as trade deficit balloons to record,weak_usd,1,dollar weakness,bullish,1,0.9755,0.9822,0.9864,1,7.74,-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,bullish,1,0.9491,0.9568,0.984,1,7.69,0.0,0,-0.4,0.4,1,True
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US consumer sentiment plunges to two-year low,weak_usd,1,weak data,bullish,1,0.9674,0.9767,0.981,1,7.75,-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,-0.9657,0.9814,0.9684,-1,8.07,0.0,0,0.6,-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,-0.9467,0.9716,0.95,-1,8.27,1.0,1,0.6,-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,bullish,1,0.2024,0.5906,0.2068,1,7.96,0.0,0,0.5,-0.7,-1,True
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Treasury yields sink as investors flock to bonds,real_yields,1,falling yields support gold,bullish,1,0.9594,0.9674,0.9838,1,7.56,0.0,0,-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,bullish,1,0.9367,0.962,0.9488,1,7.66,0.0,0,-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,bullish,1,0.9671,0.98,0.974,1,8.14,1.0,1,-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,1,0.9226,0.9402,0.9632,1,7.94,0.0,0,-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,1,0.9016,0.9459,0.9106,1,7.59,0.0,0,-0.8,0.9,1,True
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Escalating conflict drives flight to safe-haven assets,safe_haven,1,explicit haven flow,bearish,-1,-0.643,0.8165,0.6494,-1,7.76,0.0,0,-0.7,0.8,1,True
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Investors dump risk assets after surprise sovereign default,safe_haven,1,default shock,bullish,1,0.755,0.8659,0.7728,1,7.54,0.0,0,-0.8,0.9,1,True
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Military escalation on NATO border rattles global markets,safe_haven,1,geopolitical stress,bullish,1,0.9496,0.9693,0.9602,1,7.55,0.0,0,-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,1,0.9767,0.9835,0.9864,1,7.86,-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,1,0.9199,0.9372,0.9636,1,7.56,0.0,0,-0.7,0.8,1,True
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"Nuclear rhetoric intensifies, sending investors to havens",safe_haven,1,extreme geopolitical stress,bullish,1,0.6647,0.8294,0.6686,1,7.62,0.0,0,-0.8,0.9,1,True
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"Ceasefire agreement lifts global markets, haven demand fades",risk_on,-1,haven unwind,bullish,1,0.8567,0.8672,0.976,1,7.7,0.0,0,0.6,-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,1,0.7039,0.7249,0.9436,1,7.67,1.0,1,0.7,-0.7,-1,True
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Risk appetite returns as banking fears subside,risk_on,-1,risk-on,bullish,1,0.8041,0.862,0.8742,1,7.75,0.0,0,0.6,-0.6,-1,True
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Global equities rally on strong earnings and easing tensions,risk_on,-1,risk-on,bullish,1,0.8014,0.8231,0.9486,1,7.7,1.0,1,0.7,-0.7,-1,True
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Gold hits record high as central banks keep buying bullion,gold_direct,1,direct demand,bullish,1,0.9749,0.984,0.9816,1,7.72,1.0,1,0.8,0.9,1,True
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Gold ETFs post biggest weekly inflows in three years,gold_direct,1,investment inflows,bullish,1,0.9531,0.9705,0.9648,1,7.63,0.0,0,0.7,0.8,1,True
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China's central bank extends gold buying spree to 18th month,gold_direct,1,official-sector demand,bullish,1,0.9734,0.9812,0.984,1,8.09,0.0,0,0.6,0.7,1,True
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Miners struggle to meet gold demand as supply deficit widens,gold_direct,1,supply deficit,bullish,1,0.3964,0.6834,0.4086,1,7.71,-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,-0.9588,0.9741,0.969,-1,7.87,-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,-0.9792,0.9856,0.987,-1,7.71,-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,neutral,0,0.0555,0.9424,0.8848,0,8.36,-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,-0.9806,0.9857,0.9898,-1,8.47,1.0,1,-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,bullish,1,0.7995,0.828,0.9336,1,8.71,-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,bearish,-1,-0.9057,0.9465,0.9174,-1,8.48,1.0,1,-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,1,0.924,0.939,0.9684,1,7.88,0.0,0,0.4,-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,1,0.9398,0.9554,0.9678,1,7.78,1.0,1,0.3,0.4,1,True
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"Fed's Bowman: not yet confident inflation is beaten, cuts premature",negation_traps,-1,hawkish pushback phrased around negations,bearish,-1,-0.5879,0.763,0.6268,-1,8.42,0.0,0,-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,bearish,-1,-0.6592,0.8211,0.6706,-1,8.08,-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,bearish,-1,-0.5835,0.7348,0.6584,-1,8.15,0.0,0,-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,1,0.4213,0.6791,0.4498,1,7.72,0.0,0,0.3,-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,1,0.6311,0.6435,0.9622,1,7.94,-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,1,0.8418,0.849,0.9832,1,8.28,-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,bullish,1,0.9026,0.9082,0.9878,1,7.82,-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,bullish,1,0.9501,0.957,0.9858,1,8.04,-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,bullish,1,0.371,0.5464,0.5142,1,8.11,0.0,0,-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,1,0.1928,0.59,0.1952,1,8.03,0.0,0,-0.6,0.6,1,True
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Lakers clinch playoff berth with overtime win over Suns,distractors,0,irrelevant,neutral,0,0.0168,0.9819,0.9638,0,7.63,0.0,0,0.0,0.0,0,True
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New Marvel film smashes box office records on opening weekend,distractors,0,irrelevant,neutral,0,0.0491,0.9466,0.8932,0,7.68,0.0,0,0.0,0.0,0,True
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Apple unveils thinner MacBook with faster chip lineup,distractors,0,irrelevant,neutral,0,0.0028,0.9959,0.9918,0,7.51,0.0,0,0.0,0.0,0,True
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Scientists discover new deep-sea species off Pacific coast,distractors,0,irrelevant,neutral,0,0.0085,0.9905,0.981,0,7.69,0.0,0,0.0,0.0,0,True
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Heavy rain forecast for the Midwest through the weekend,distractors,0,irrelevant,neutral,0,-0.0079,0.9169,0.8338,0,7.73,0.0,0,0.0,0.0,0,True
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Streaming service raises subscription prices in Europe,distractors,0,irrelevant,neutral,0,0.0012,0.9971,0.9942,0,7.42,0.0,0,0.0,0.0,0,True
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"Electric vehicle startup recalls 12,000 cars over software glitch",distractors,0,irrelevant,neutral,0,0.0014,0.9982,0.9964,0,7.86,0.0,0,0.0,0.0,0,True
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Local elections see record turnout in several US states,distractors,0,irrelevant,neutral,0,0.0343,0.9483,0.8966,0,7.58,0.0,0,0.0,0.0,0,True
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