{"oil_vs_breakeven":{"brent_price":106.24,"budget_breakeven":96.0,"surplus_deficit":"SURPLUS","gap_pct":10.7},"tasi_breadth":{"above_sma50_pct":50.0,"above_sma200_pct":85.7,"breadth_signal":"MODERATE","sample_size":14},"sector_rotation":[{"sector":"Industrial","ticker":"2280.SR","performance_1m":6.83,"signal":"LEADING"},{"sector":"Retail","ticker":"4190.SR","performance_1m":5.79,"signal":"LEADING"},{"sector":"Petrochem","ticker":"2010.SR","performance_1m":2.34,"signal":"LEADING"},{"sector":"Telecom","ticker":"7010.SR","performance_1m":1.51,"signal":"INLINE"},{"sector":"Energy","ticker":"2222.SR","performance_1m":0.51,"signal":"INLINE"},{"sector":"Real Estate","ticker":"4300.SR","performance_1m":-0.79,"signal":"INLINE"},{"sector":"Banks","ticker":"1120.SR","performance_1m":-4.69,"signal":"LAGGING"},{"sector":"Healthcare","ticker":"4013.SR","performance_1m":-10.27,"signal":"LAGGING"}],"seasonality":{"current_period":"NORMAL","today":"2026-05-12","effect":"No major seasonal distortions. Normal market conditions apply."},"usd_sar":{"rate":3.75,"note":"Pegged — SAMA mirrors Fed policy. No devaluation risk under Vision 2030."}}