{"oil_vs_breakeven":{"brent_price":98.7,"budget_breakeven":96.0,"surplus_deficit":"SURPLUS","gap_pct":2.8},"tasi_breadth":{"above_sma50_pct":28.6,"above_sma200_pct":35.7,"breadth_signal":"WEAK","sample_size":14},"sector_rotation":[{"sector":"Retail","ticker":"4190.SR","performance_1m":3.42,"signal":"LEADING"},{"sector":"Petrochem","ticker":"2010.SR","performance_1m":3.22,"signal":"LEADING"},{"sector":"Energy","ticker":"2222.SR","performance_1m":1.24,"signal":"INLINE"},{"sector":"Banks","ticker":"1120.SR","performance_1m":-1.9,"signal":"INLINE"},{"sector":"Telecom","ticker":"7010.SR","performance_1m":-1.91,"signal":"INLINE"},{"sector":"Healthcare","ticker":"4013.SR","performance_1m":-4.8,"signal":"LAGGING"},{"sector":"Industrial","ticker":"2280.SR","performance_1m":-4.81,"signal":"LAGGING"},{"sector":"Real Estate","ticker":"4300.SR","performance_1m":-6.64,"signal":"LAGGING"}],"seasonality":{"current_period":"NORMAL","today":"2026-11-06","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."}}