{
  "schema_version": 1,
  "date": "2026-08-03",
  "generated_at": "2026-08-02T21:47:43+00:00",
  "sentiment_read": "Tone: risk_on (from 34 headlines).",
  "the_setup": "\u26a0 synthesis withheld \u2014 narrative failed no-direction gate",
  "technical_map": {
    "NQ": "PRICE DATA STALE \u2014 bars as-of 2026-06-04 (briefing 2026-08-03); levels suppressed, do not trade off them.",
    "ES": "PRICE DATA STALE \u2014 bars as-of 2026-03-26 (briefing 2026-08-03); levels suppressed, do not trade off them.",
    "YM": "PRICE DATA STALE \u2014 bars as-of 2026-03-26 (briefing 2026-08-03); levels suppressed, do not trade off them.",
    "RTY": "PRICE DATA STALE \u2014 bars as-of 2026-03-26 (briefing 2026-08-03); levels suppressed, do not trade off them.",
    "GC": "PRICE DATA STALE \u2014 bars as-of 2026-04-09 (briefing 2026-08-03); levels suppressed, do not trade off them."
  },
  "levels": {},
  "options": {
    "NQ": {
      "symbol": "NQ",
      "proxy_etf": "QQQ",
      "spot": 687.99,
      "expiry": "2026-08-03",
      "dte": 0,
      "expected_move": 7.605,
      "expected_move_pct": 0.011054,
      "expected_move_1w": 19.2,
      "expected_move_1w_pct": 0.027907,
      "atm_strike": 688.0,
      "max_pain": 679.0,
      "gamma_flip": 603.401,
      "call_wall": 685.0,
      "put_wall": 680.0,
      "net_gex": -285906277.13,
      "pcr_oi": 1.8537,
      "pcr_volume": 1.0608,
      "heavy_call_oi": [
        [
          730.0,
          6024.0
        ],
        [
          705.0,
          5612.0
        ],
        [
          700.0,
          5438.0
        ],
        [
          685.0,
          4939.0
        ]
      ],
      "heavy_put_oi": [
        [
          505.0,
          9606.0
        ],
        [
          650.0,
          7991.0
        ],
        [
          620.0,
          7683.0
        ],
        [
          595.0,
          7626.0
        ]
      ],
      "note": "Retail GEX estimate from QQQ ETF options as a proxy for NQ; dealer short-call/long-put sign assumption; QQQ \u2260 index \u2260 future \u2014 positioning map, not a measured dealer book."
    },
    "ES": {
      "symbol": "ES",
      "proxy_etf": "SPY",
      "spot": 747.03,
      "expiry": "2026-08-03",
      "dte": 0,
      "expected_move": 4.16,
      "expected_move_pct": 0.005569,
      "expected_move_1w": 10.505,
      "expected_move_1w_pct": 0.014062,
      "atm_strike": 747.0,
      "max_pain": 740.0,
      "gamma_flip": 620.1368,
      "call_wall": 750.0,
      "put_wall": 747.0,
      "net_gex": -811635165.04,
      "pcr_oi": 1.2593,
      "pcr_volume": 1.0364,
      "heavy_call_oi": [
        [
          750.0,
          6765.0
        ],
        [
          805.0,
          4992.0
        ],
        [
          763.0,
          4310.0
        ],
        [
          752.0,
          4187.0
        ]
      ],
      "heavy_put_oi": [
        [
          695.0,
          20663.0
        ],
        [
          725.0,
          7969.0
        ],
        [
          720.0,
          7645.0
        ],
        [
          715.0,
          5245.0
        ]
      ],
      "note": "Retail GEX estimate from SPY ETF options as a proxy for ES; dealer short-call/long-put sign assumption; SPY \u2260 index \u2260 future \u2014 positioning map, not a measured dealer book."
    },
    "YM": {
      "symbol": "YM",
      "proxy_etf": "DIA",
      "spot": 524.32,
      "expiry": "2026-08-07",
      "dte": 4,
      "expected_move": 6.815,
      "expected_move_pct": 0.012998,
      "expected_move_1w": 9.925,
      "expected_move_1w_pct": 0.018929,
      "atm_strike": 524.0,
      "max_pain": 522.0,
      "gamma_flip": 430.3737,
      "call_wall": 525.0,
      "put_wall": 525.0,
      "net_gex": -64162698.59,
      "pcr_oi": 0.5371,
      "pcr_volume": 1.7398,
      "heavy_call_oi": [
        [
          535.0,
          3409.0
        ],
        [
          537.0,
          3263.0
        ],
        [
          525.0,
          1543.0
        ],
        [
          540.0,
          1355.0
        ]
      ],
      "heavy_put_oi": [
        [
          507.0,
          1122.0
        ],
        [
          515.0,
          633.0
        ],
        [
          500.0,
          493.0
        ],
        [
          485.0,
          462.0
        ]
      ],
      "note": "Retail GEX estimate from DIA ETF options as a proxy for YM; dealer short-call/long-put sign assumption; DIA \u2260 index \u2260 future \u2014 positioning map, not a measured dealer book."
    },
    "RTY": {
      "symbol": "RTY",
      "proxy_etf": "IWM",
      "spot": 291.2,
      "expiry": "2026-08-03",
      "dte": 0,
      "expected_move": 2.385,
      "expected_move_pct": 0.00819,
      "expected_move_1w": 5.995,
      "expected_move_1w_pct": 0.020587,
      "atm_strike": 291.0,
      "max_pain": 290.0,
      "gamma_flip": 248.7814,
      "call_wall": 294.0,
      "put_wall": 288.0,
      "net_gex": -53661517.03,
      "pcr_oi": 1.1941,
      "pcr_volume": 1.2103,
      "heavy_call_oi": [
        [
          294.0,
          10301.0
        ],
        [
          295.0,
          5747.0
        ],
        [
          299.0,
          4811.0
        ],
        [
          298.0,
          3068.0
        ]
      ],
      "heavy_put_oi": [
        [
          280.0,
          13597.0
        ],
        [
          279.0,
          7387.0
        ],
        [
          285.0,
          4543.0
        ],
        [
          288.0,
          4078.0
        ]
      ],
      "note": "Retail GEX estimate from IWM ETF options as a proxy for RTY; dealer short-call/long-put sign assumption; IWM \u2260 index \u2260 future \u2014 positioning map, not a measured dealer book."
    },
    "GC": {
      "symbol": "GC",
      "proxy_etf": "GLD",
      "spot": 371.54,
      "expiry": "2026-08-03",
      "dte": 0,
      "expected_move": 3.375,
      "expected_move_pct": 0.009084,
      "expected_move_1w": 9.0,
      "expected_move_1w_pct": 0.024224,
      "atm_strike": 372.0,
      "max_pain": 372.0,
      "gamma_flip": 320.8583,
      "call_wall": 373.0,
      "put_wall": 370.0,
      "net_gex": -16569402.4,
      "pcr_oi": 0.5974,
      "pcr_volume": 0.9854,
      "heavy_call_oi": [
        [
          375.0,
          2173.0
        ],
        [
          376.0,
          1713.0
        ],
        [
          380.0,
          1533.0
        ],
        [
          373.0,
          1308.0
        ]
      ],
      "heavy_put_oi": [
        [
          370.0,
          2334.0
        ],
        [
          372.0,
          823.0
        ],
        [
          367.0,
          650.0
        ],
        [
          369.0,
          282.0
        ]
      ],
      "note": "Retail GEX estimate from GLD ETF options as a proxy for GC; dealer short-call/long-put sign assumption; GLD \u2260 index \u2260 future \u2014 positioning map, not a measured dealer book."
    }
  },
  "congress": {
    "window_days": 50,
    "asof": "2026-08-03",
    "trade_count": 1025,
    "purchase_count": 801,
    "sale_count": 219,
    "exchange_count": 5,
    "purchase_notional_est": 13296901.5,
    "sale_notional_est": 25078496.5,
    "net_notional_est": -11781595.0,
    "index_purchase_count": 20,
    "index_sale_count": 10,
    "index_net_notional_est": 605505.0,
    "index_tickers": [
      "NVDA",
      "MSFT",
      "AAPL",
      "AMZN",
      "GOOGL",
      "GOOG",
      "META",
      "TSLA"
    ],
    "top_tickers": [
      [
        "AAPL",
        6,
        318000.0,
        3,
        3
      ],
      [
        "BRK.B",
        6,
        139503.0,
        6,
        0
      ],
      [
        "HUBB",
        6,
        48003.0,
        6,
        0
      ],
      [
        "HD",
        5,
        -124000.5,
        2,
        3
      ],
      [
        "GOOG",
        5,
        91001.5,
        4,
        1
      ],
      [
        "NVDA",
        5,
        50500.5,
        3,
        2
      ],
      [
        "MSFT",
        5,
        48501.5,
        4,
        1
      ],
      [
        "SPCX",
        4,
        56502.0,
        4,
        0
      ]
    ],
    "notable": [
      {
        "name": "Daniel Meuser",
        "chamber": "House",
        "ticker": "SPCX",
        "type": "purchase",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-15",
        "disclosure_date": "2026-06-16",
        "notable": true
      },
      {
        "name": "Thomas H Tuberville",
        "chamber": "Senate",
        "ticker": "AWK",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-08",
        "disclosure_date": "2026-07-16",
        "notable": true
      },
      {
        "name": "Thomas H Tuberville",
        "chamber": "Senate",
        "ticker": "CSX",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-08",
        "disclosure_date": "2026-07-16",
        "notable": true
      },
      {
        "name": "Thomas H Tuberville",
        "chamber": "Senate",
        "ticker": "DUK",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-08",
        "disclosure_date": "2026-07-16",
        "notable": true
      },
      {
        "name": "Thomas H Tuberville",
        "chamber": "Senate",
        "ticker": "LMT",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-08",
        "disclosure_date": "2026-07-16",
        "notable": true
      },
      {
        "name": "Thomas H Tuberville",
        "chamber": "Senate",
        "ticker": "MA",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-08",
        "disclosure_date": "2026-07-16",
        "notable": true
      },
      {
        "name": "Thomas H Tuberville",
        "chamber": "Senate",
        "ticker": "NEE",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-08",
        "disclosure_date": "2026-07-16",
        "notable": true
      },
      {
        "name": "Thomas H Tuberville",
        "chamber": "Senate",
        "ticker": "PFE",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-08",
        "disclosure_date": "2026-07-16",
        "notable": true
      },
      {
        "name": "Thomas H Tuberville",
        "chamber": "Senate",
        "ticker": "PG",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-08",
        "disclosure_date": "2026-07-16",
        "notable": true
      },
      {
        "name": "Sheldon Whitehouse",
        "chamber": "Senate",
        "ticker": "AAPL",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-24",
        "disclosure_date": "2026-07-08",
        "notable": true
      },
      {
        "name": "Sheldon Whitehouse",
        "chamber": "Senate",
        "ticker": "AAPL",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-24",
        "disclosure_date": "2026-07-08",
        "notable": true
      },
      {
        "name": "Sheldon Whitehouse",
        "chamber": "Senate",
        "ticker": "NVDA",
        "type": "sale",
        "amount": "$15,001 - $50,000",
        "amount_mid": 32500.5,
        "txn_date": "2026-06-30",
        "disclosure_date": "2026-07-08",
        "notable": true
      }
    ],
    "chambers": [
      "House",
      "Senate"
    ],
    "note": "Parsed STOCK Act disclosures (House + Senate), House, Senate chamber(s) with data in the last 50d. Disclosures LAG the actual trade by up to ~45 days (reporting window) \u2014 this is a map of what was FILED, not live positioning. Amount ranges are DISCLOSURE BUCKETS; all notional figures are midpoint ESTIMATES, not exact dollars. Descriptive only \u2014 no directional inference."
  },
  "scenarios": {},
  "charts": {
    "NQ": "NQ.png",
    "ES": "ES.png",
    "YM": "YM.png",
    "RTY": "RTY.png",
    "GC": "GC.png",
    "NQ_gamma": "NQ_gamma.png",
    "ES_gamma": "ES_gamma.png",
    "YM_gamma": "YM_gamma.png",
    "RTY_gamma": "RTY_gamma.png",
    "GC_gamma": "GC_gamma.png"
  },
  "catalyst_timeline": [
    "07:00 BST \u2014 OPEC Meeting (blackout 06:55\u201307:05)"
  ],
  "material_filings": [
    "AAPL 8-K (items 2.02, 9.01) \u2014 filed Jul 30",
    "AMZN 8-K (items 2.02, 9.01) \u2014 filed Jul 30",
    "GOOGL: 1 Form-4 insider filing(s)"
  ],
  "overnight_digest": [
    "Dow Jones Futures Due As Trump Shifts On Iran; SpaceX, AMD, Sandisk, Eli Lilly Earnings Loom [Yahoo]",
    "Is Meta Platforms Stock a Buy on the Dip as Revenue Surges? [Yahoo]",
    "Best CD rates today, Sunday, August 2, 2026: Lock in up to 4.10% APY [Yahoo]",
    "Mortgage and refinance interest rates today, Sunday, August 2, 2026: Rates a bit lower than last week [Yahoo]",
    "Best CD rates today, Saturday, August 1, 2026: Best CD account earns 4.10% APY [Yahoo]"
  ],
  "data_quality_notes": [
    "\u26a0 synthesis withheld \u2014 narrative failed no-direction gate",
    "\u26a0 PRICE DATA STALE: ES bars as-of 2026-03-26, briefing 2026-08-03 \u2014 levels suppressed, do not trade off them.",
    "\u26a0 PRICE DATA STALE: GC bars as-of 2026-04-09, briefing 2026-08-03 \u2014 levels suppressed, do not trade off them.",
    "\u26a0 PRICE DATA STALE: NQ bars as-of 2026-06-04, briefing 2026-08-03 \u2014 levels suppressed, do not trade off them.",
    "\u26a0 PRICE DATA STALE: RTY bars as-of 2026-03-26, briefing 2026-08-03 \u2014 levels suppressed, do not trade off them.",
    "\u26a0 PRICE DATA STALE: YM bars as-of 2026-03-26, briefing 2026-08-03 \u2014 levels suppressed, do not trade off them."
  ],
  "instruments": [
    "NQ",
    "ES",
    "YM",
    "RTY",
    "GC"
  ]
}