Atomic writes, improved sentiment, dynamic calendar, 10Y yield

[mikejamescalvert]

Summary

Final batch from the comprehensive QA audit. Addresses infrastructure, data quality, and forward-compatibility issues.

Atomic JSON Writes

• New atomic_write() utility in utils/io.py — writes to .tmp file then uses os.replace() for atomic swap
• Applied to all 3 persistence files: thesis store, equity tracker, trade journal
• Prevents JSON corruption when two agents (trading + review) write concurrently or process crashes mid-write

News Sentiment Improvements

• Expanded word lists: 7 → 27 words per polarity. Added verb forms (surges, crashes), common financial terms (rally, plunge, layoffs, outperform, bullish/bearish)
• Negation handling: "Stock does NOT surge" now correctly scores negative. Tracks negation state word-by-word and flips polarity of the next sentiment word.

Dynamic Economic Calendar

• Replaced hardcoded 2026 calendar with dynamic date calculation:
  • Jobs Report: first Friday of current month
  • CPI Release: ~12th of month
  • FOMC: generic reminder (schedule varies)
• Works across years without manual updates (old code would silently return empty events in 2027+)

10-Year Treasury Yield

• Was always None despite field existing in MacroContext model
• Now fetched from Yahoo Finance (^TNX) alongside VIX and SPY
• Gives the AI critical context for rate-sensitive trades (financials, REITs, growth vs value rotation)

Files Changed (6)

File	Change
utils/io.py	New atomic write utility
persistence/thesis_store.py	Use atomic writes
persistence/equity_tracker.py	Use atomic writes
performance/benchmarking.py	Use atomic writes
data/news.py	Expanded sentiment + negation
data/macro.py	Dynamic calendar + 10Y yield

Test plan

• All 270 tests pass
• Ruff lint clean
• mypy strict clean (39 source files)
• Verify 10Y yield appears in trading agent macro context logs
• Verify sentiment scores change for negated headlines
• Verify atomic writes produce valid JSON after concurrent agent runs

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