{"oil_vs_breakeven":{"brent_price":76.43,"budget_breakeven":96.0,"surplus_deficit":"DEFICIT","gap_pct":-20.4},"tasi_breadth":{"above_sma50_pct":21.4,"above_sma200_pct":50.0,"breadth_signal":"WEAK","sample_size":14},"sector_rotation":[{"sector":"Retail","ticker":"4190.SR","performance_1m":8.97,"signal":"LEADING"},{"sector":"Real Estate","ticker":"4300.SR","performance_1m":6.19,"signal":"LEADING"},{"sector":"Industrial","ticker":"2280.SR","performance_1m":2.77,"signal":"LEADING"},{"sector":"Healthcare","ticker":"4013.SR","performance_1m":-0.51,"signal":"INLINE"},{"sector":"Telecom","ticker":"7010.SR","performance_1m":-1.14,"signal":"INLINE"},{"sector":"Energy","ticker":"2222.SR","performance_1m":-1.26,"signal":"INLINE"},{"sector":"Banks","ticker":"1120.SR","performance_1m":-2.4,"signal":"LAGGING"},{"sector":"Petrochem","ticker":"2010.SR","performance_1m":-6.61,"signal":"LAGGING"}],"seasonality":{"current_period":"NORMAL","today":"2026-07-10","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."}}