Alignment data - patch refresh against snapshot 4.0.5
Patch refresh of the public alignment data, re-derived against worldview snapshot 4.0.5 (Thursday October 15 - September payrolls +29,000 with 4.2% unemployment against a 3.7% CPI; August core PCE 3.0% and October hike odds near a third; the 10Y at a 24-year high near 5.35% on October 7; Trump rejected the seven-day Hormuz plan and pledged no strikes before the midterms while the Saudi pipeline returned to 5.8 mb/d; Micron beat by $4B as the AI complex fell on financing worries; the VIX closed below 15 for three sessions before the CPI sell-off). Same seven wv.active theses as 2.0.4, so a patch, and no basket changes membership. The energy producers firm on their re-rating while USO lags; the AI basket separates by financing, easing ORCL and AMD; GDX eases on downside beta; the belly short eases as the October hike recedes. No securities bump. Superseded by the next operator refresh.