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News-ML-Decoder/eval/results/golden_20260927_1906_transformer.csv
T
Harwinder Sekhon 01baef48ff 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.
2026-09-27 19:22:30 -04:00

80 lines
12 KiB
CSV

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
Powell says restrictive policy needed for longer as inflation proves sticky,hawkish_fed,-1,"higher-for-longer rates lift real yields, gold-bearish",bullish,1,0.3717,0.544,0.519,1,10.41,0.0,0,0.4,-0.7,-1,True
Fed minutes show officials leaning toward two more rate hikes this year,hawkish_fed,-1,more hikes = stronger dollar/yields,bearish,-1,-0.9846,0.9859,0.9974,-1,9.18,-1.0,-1,0.4,-0.7,-1,True
Hot CPI print fuels bets on additional Fed tightening,hawkish_fed,-1,tightening expectations weigh on gold,bearish,-1,-0.9841,0.9865,0.995,-1,8.37,-1.0,-1,0.4,-0.7,-1,True
Fed's Waller: higher-for-longer rates warranted by resilient economy,hawkish_fed,-1,hawkish guidance,bearish,-1,-0.9881,0.9898,0.9966,-1,9.01,1.0,1,0.4,-0.7,-1,True
"FOMC raises rates 50bp, flags further increases ahead",hawkish_fed,-1,outsized hike plus hawkish guidance,bearish,-1,-0.9837,0.9871,0.9932,-1,8.66,0.0,0,0.4,-0.7,-1,True
Treasury yields spike as Fed pushes back on rate cut hopes,hawkish_fed,-1,"cut hopes dashed, yields up",bearish,-1,-0.9413,0.9663,0.9496,-1,8.72,1.0,1,0.4,-0.7,-1,True
"Core inflation accelerates, cementing case for hawkish Fed stance",hawkish_fed,-1,hawkish repricing,bearish,-1,-0.9859,0.9887,0.9942,-1,8.47,0.0,0,0.4,-0.7,-1,True
Fed dot plot shifts higher; markets price out easing for the year,hawkish_fed,-1,easing priced out,bearish,-1,-0.9705,0.9782,0.9846,-1,8.97,1.0,1,0.4,-0.7,-1,True
Fed cuts rates 25bp and signals more easing to come,dovish_fed,1,easing cycle is gold-bullish,bullish,1,0.877,0.934,0.885,1,9.36,1.0,1,-0.4,0.7,1,True
Powell hints at rate cuts as inflation cools toward target,dovish_fed,1,cut guidance,bullish,1,0.8019,0.8348,0.9242,1,9.01,1.0,1,-0.4,0.7,1,True
FOMC minutes reveal growing support for policy easing,dovish_fed,1,dovish minutes,bearish,-1,-0.9733,0.9788,0.9888,-1,8.69,1.0,1,-0.4,0.7,1,True
Fed's Williams says rate cuts appropriate later this year,dovish_fed,1,cut guidance,bullish,1,0.4071,0.6988,0.411,1,9.1,1.0,1,-0.4,0.7,1,True
Soft inflation data boosts odds of a dovish Fed pivot,dovish_fed,1,pivot odds up,bullish,1,0.8041,0.8819,0.838,1,8.88,1.0,1,-0.4,0.7,1,True
"Fed pauses hikes, markets price aggressive easing cycle",dovish_fed,1,easing priced in,bearish,-1,-0.5965,0.7943,0.6012,-1,8.64,1.0,1,-0.4,0.7,1,True
Central banks turn dovish as global growth falters,dovish_fed,1,global easing backdrop,bullish,1,0.9057,0.9108,0.9888,1,8.76,1.0,1,-0.4,0.7,1,True
Fed to restart bond purchases to support flagging economy,dovish_fed,1,QE is gold-bullish,bearish,-1,-0.3445,0.6279,0.378,-1,8.81,0.0,0,-0.4,0.7,1,True
Dollar index hits 12-month high on robust US economic data,strong_usd,-1,strong dollar pressures gold,bearish,-1,-0.95,0.9715,0.9566,-1,9.29,1.0,1,0.4,-0.7,-1,True
"US GDP grows 4.1% annualized, blowing past expectations",strong_usd,-1,"strong economy, hawkish implication",neutral,0,0.1478,0.8033,0.6066,0,9.15,0.0,0,0.4,-0.7,-1,True
Blockbuster jobs report sends dollar surging across the board,strong_usd,-1,strong jobs lift dollar and yields,bullish,1,0.6653,0.7469,0.803,1,8.92,0.0,0,0.4,-0.7,-1,True
"US retail sales smash forecasts, underscoring consumer strength",strong_usd,-1,strong data,neutral,0,0.1492,0.847,0.694,0,8.8,0.0,0,0.4,-0.7,-1,True
Greenback rallies as US data outshines Europe and Asia,strong_usd,-1,dollar strength,bullish,1,0.2369,0.238,0.9902,1,8.94,0.0,0,0.4,-0.7,-1,True
ISM services index jumps to two-year high on strong demand,strong_usd,-1,strong data,neutral,0,0.1424,0.8312,0.6624,0,9.17,1.0,1,0.4,-0.7,-1,True
Consumer confidence surges to post-pandemic high in the US,strong_usd,-1,strong data,bullish,1,0.704,0.7057,0.9952,1,9.16,1.0,1,0.4,-0.7,-1,True
Dollar tumbles to eight-month low after dismal manufacturing data,weak_usd,1,weak dollar lifts gold,bullish,1,0.9609,0.9678,0.9858,1,9.23,-1.0,-1,-0.4,0.7,1,True
US economy adds far fewer jobs than expected; dollar slides,weak_usd,1,"weak jobs, dovish implication",bullish,1,0.8136,0.8166,0.9928,1,9.36,-1.0,-1,-0.4,0.7,1,True
Greenback weakens as US retail sales unexpectedly contract,weak_usd,1,weak data,neutral,0,0.015,0.9818,0.9636,0,8.72,-1.0,-1,-0.4,0.6,1,True
"US GDP growth revised down sharply, stoking slowdown fears",weak_usd,1,slowdown is dovish,bullish,1,0.8791,0.8821,0.9934,1,8.81,0.0,0,-0.5,0.5,1,True
Dollar slumps as trade deficit balloons to record,weak_usd,1,dollar weakness,bullish,1,0.9497,0.9562,0.9864,1,8.65,-1.0,-1,-0.4,0.5,1,True
Soft services PMI adds to evidence of cooling US economy,weak_usd,1,cooling economy,neutral,0,0.1893,0.8083,0.6166,1,8.8,0.0,0,-0.4,0.4,1,True
US consumer sentiment plunges to two-year low,weak_usd,1,weak data,bullish,1,0.7944,0.8082,0.9662,1,8.85,-1.0,-1,-0.5,0.5,1,True
Real yields climb to multi-year highs as TIPS sell off,real_yields,-1,rising real yields raise gold's opportunity cost,bearish,-1,-0.7106,0.8513,0.7164,-1,9.1,0.0,0,0.6,-0.8,-1,True
10-year Treasury yield surges past 5% on supply glut,real_yields,-1,yield spike,bearish,-1,-0.9403,0.9679,0.9446,-1,8.95,1.0,1,0.6,-0.8,-1,True
Rising real interest rates dim appeal of non-yielding assets,real_yields,-1,explicit opportunity-cost story,bullish,1,0.8598,0.9008,0.9128,1,9.11,0.0,0,0.5,-0.7,-1,True
Treasury yields sink as investors flock to bonds,real_yields,1,falling yields support gold,bullish,1,0.9302,0.9402,0.979,1,8.63,0.0,0,-0.5,0.6,1,True
Real yields turn negative as inflation outpaces rates,real_yields,1,negative real yields are gold's best backdrop,bullish,1,0.7981,0.8636,0.859,1,8.76,0.0,0,-0.6,0.8,1,True
Bond rally drives 10-year yield to lowest level in a year,real_yields,1,falling yields,bearish,-1,-0.6453,0.8205,0.648,-1,9.62,1.0,1,-0.5,0.6,1,True
"Geopolitical tensions escalate in Middle East, investors seek safety",safe_haven,1,safe-haven bid,bullish,1,0.9362,0.9412,0.9894,1,9.46,0.0,0,-0.7,0.8,1,True
Stocks crater worldwide as banking crisis fears spread,safe_haven,1,crisis flight to safety,bullish,1,0.9373,0.9426,0.9888,1,8.44,0.0,0,-0.8,0.9,1,True
Escalating conflict drives flight to safe-haven assets,safe_haven,1,explicit haven flow,bullish,1,0.7981,0.8435,0.8978,1,8.81,0.0,0,-0.7,0.8,1,True
Investors dump risk assets after surprise sovereign default,safe_haven,1,default shock,bullish,1,0.5667,0.5691,0.9916,1,8.83,0.0,0,-0.8,0.9,1,True
Military escalation on NATO border rattles global markets,safe_haven,1,geopolitical stress,bullish,1,0.9376,0.9558,0.9628,1,8.43,0.0,0,-0.7,0.8,1,True
Wall Street plunges 4% in worst session since pandemic,safe_haven,1,risk-off,bullish,1,0.9117,0.9196,0.9828,1,9.31,-1.0,-1,-0.8,0.9,1,True
Currency crisis in emerging markets sparks contagion fears,safe_haven,1,"contagion, haven bid",bullish,1,0.5982,0.6008,0.9916,1,8.94,0.0,0,-0.7,0.8,1,True
"Nuclear rhetoric intensifies, sending investors to havens",safe_haven,1,extreme geopolitical stress,bullish,1,0.9267,0.9446,0.963,1,8.61,0.0,0,-0.8,0.9,1,True
"Ceasefire agreement lifts global markets, haven demand fades",risk_on,-1,haven unwind,neutral,0,0.1732,0.8232,0.6464,1,8.85,0.0,0,0.6,-0.7,-1,True
Stocks roar to record highs as trade deal signed,risk_on,-1,risk-on drains haven demand,bullish,1,0.3616,0.3648,0.9826,1,8.73,1.0,1,0.7,-0.7,-1,True
Risk appetite returns as banking fears subside,risk_on,-1,risk-on,bullish,1,0.7688,0.774,0.9868,1,8.51,0.0,0,0.6,-0.6,-1,True
Global equities rally on strong earnings and easing tensions,risk_on,-1,risk-on,bullish,1,0.439,0.6793,0.4774,1,8.72,1.0,1,0.7,-0.7,-1,True
Gold hits record high as central banks keep buying bullion,gold_direct,1,direct demand,bullish,1,0.9704,0.9789,0.983,1,8.81,1.0,1,0.8,0.9,1,True
Gold ETFs post biggest weekly inflows in three years,gold_direct,1,investment inflows,bullish,1,0.4251,0.4898,0.7664,1,8.87,0.0,0,0.7,0.8,1,True
China's central bank extends gold buying spree to 18th month,gold_direct,1,official-sector demand,bullish,1,0.7745,0.7767,0.9942,1,9.2,0.0,0,0.6,0.7,1,True
Miners struggle to meet gold demand as supply deficit widens,gold_direct,1,supply deficit,bullish,1,0.6544,0.702,0.873,1,8.94,-1.0,-1,0.5,0.6,1,True
Gold slides 2% as investors book profits after record run,gold_direct,-1,profit-taking pressure,bearish,-1,-0.9534,0.9727,0.961,-1,8.9,-1.0,-1,-0.6,-0.8,-1,True
Gold tumbles below key support as ETF outflows accelerate,gold_direct,-1,outflows,bearish,-1,-0.9172,0.9555,0.923,-1,8.88,-1.0,-1,-0.7,-0.9,-1,True
Bullion demand weakens as Indian jewellery buying stalls,gold_direct,-1,physical demand soft,neutral,0,0.0397,0.9591,0.9182,0,8.77,-1.0,-1,-0.4,-0.5,-1,True
Speculators slash bullish gold bets as dollar strengthens,gold_direct,-1,positioning unwind,bearish,-1,-0.6588,0.827,0.662,-1,8.71,1.0,1,-0.5,-0.6,-1,True
"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,1,0.3312,0.53,0.4544,1,8.97,-1.0,-1,0.3,0.5,1,True
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,1,0.876,0.9017,0.9444,1,8.86,1.0,1,-0.2,-0.3,-1,True
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,1,0.6565,0.658,0.9954,1,8.38,0.0,0,0.4,-0.4,-1,True
"Inflation fails to accelerate, easing pressure on the Fed",negation_traps,1,disinflation opens door to cuts,bullish,1,0.8434,0.8554,0.9722,1,8.89,1.0,1,0.3,0.4,1,True
"Fed's Bowman: not yet confident inflation is beaten, cuts premature",negation_traps,-1,hawkish pushback phrased around negations,bullish,1,0.7076,0.7122,0.987,1,9.21,0.0,0,-0.4,-0.5,-1,True
"Central bank stops short of hiking, but warns tightening may resume",negation_traps,-1,hawkish hold with tightening bias,bearish,-1,-0.8248,0.8684,0.9046,-1,9.31,-1.0,-1,-0.3,-0.4,-1,True
"No safe-haven bid for gold despite equity wobble, analysts say",negation_traps,-1,explicitly negated haven demand,bullish,1,0.4923,0.4937,0.9942,1,9.06,0.0,0,-0.3,-0.4,-1,True
"Jobs report not as weak as feared, dollar recovers",negation_traps,-1,less-bad data is dollar-positive,bullish,1,0.8733,0.8808,0.9832,1,8.76,0.0,0,0.3,-0.4,-1,True
US manufacturing output plunges as new orders dry up,inverted_metrics,1,weak economy is dovish/gold-bullish; keyword layer reads plunges as bearish,neutral,0,0.1356,0.8588,0.7176,0,8.87,-1.0,-1,-0.5,0.5,1,True
US factory activity slumps to three-year low,inverted_metrics,1,weak data; keyword reads slumps as bearish,bullish,1,0.2566,0.2577,0.9916,1,8.77,-1.0,-1,-0.5,0.5,1,True
Consumer spending falls for third straight month,inverted_metrics,1,weak data; keyword reads falls as bearish,neutral,0,0.0673,0.9155,0.831,0,8.37,-1.0,-1,-0.5,0.5,1,True
Private payrolls growth slides to weakest pace since 2020,inverted_metrics,1,weak jobs; keyword reads slides as bearish,neutral,0,0.1272,0.8706,0.7412,0,8.79,-1.0,-1,-0.5,0.5,1,True
Jobless claims hit two-year high as layoffs spread,inverted_metrics,1,higher claims = weaker economy = gold-bullish,bullish,1,0.2487,0.2502,0.9884,1,8.95,0.0,0,-0.5,0.5,1,True
"US unemployment rate hits 4.5%, highest since 2021",inverted_metrics,1,higher unemployment = dovish = gold-bullish,bearish,-1,-0.7011,0.8322,0.728,-1,9.09,0.0,0,-0.6,0.6,1,True
Lakers clinch playoff berth with overtime win over Suns,distractors,0,irrelevant,neutral,0,0.077,0.9198,0.8396,0,8.68,0.0,0,0.0,0.0,0,True
New Marvel film smashes box office records on opening weekend,distractors,0,irrelevant,neutral,0,0.049,0.9498,0.8996,0,8.49,0.0,0,0.0,0.0,0,True
Apple unveils thinner MacBook with faster chip lineup,distractors,0,irrelevant,neutral,0,0.0231,0.9762,0.9524,0,8.28,0.0,0,0.0,0.0,0,True
Scientists discover new deep-sea species off Pacific coast,distractors,0,irrelevant,neutral,0,0.0717,0.9273,0.8546,0,8.56,0.0,0,0.0,0.0,0,True
Heavy rain forecast for the Midwest through the weekend,distractors,0,irrelevant,bearish,-1,-0.1149,0.2047,0.39,0,8.89,0.0,0,0.0,0.0,0,True
Streaming service raises subscription prices in Europe,distractors,0,irrelevant,neutral,0,0.0038,0.9949,0.9898,0,8.6,0.0,0,0.0,0.0,0,True
"Electric vehicle startup recalls 12,000 cars over software glitch",distractors,0,irrelevant,neutral,0,0.007,0.9927,0.9854,0,8.88,0.0,0,0.0,0.0,0,True
Local elections see record turnout in several US states,distractors,0,irrelevant,neutral,0,0.0196,0.9788,0.9576,0,8.77,0.0,0,0.0,0.0,0,True