finance: type: Package publisher: worldview.genval.ai version: 1.0.0 imports: - publisher: kanonak.org packages: - package: core-rdf match: ^ version: 1.0.0 alias: rdfs - package: core-owl match: ^ version: 2.0.0 alias: owl - package: core-xsd match: ^ version: 1.0.0 alias: xsd - publisher: worldview.genval.ai packages: - package: core match: ^ version: 1.0.0 alias: wv # ============================================================================= # OVERVIEW # # Finance-domain extensions to the worldview core ontology. Adds: # # 1. Security - the typed reference for tradable instruments cited by # finance Evidence subclasses. # 2. Five finance-specific Evidence subclasses (subClassOf wv.Evidence): # MarketData, Corporate, Analyst, CentralBank, InstitutionalFlow. # 3. Their type-specific properties. # 4. Institution subclasses (CentralBank-the-class as subclass of # wv.Institution; AnalystInstitution; ConsensusAggregator) plus seeded # named instances of each. # 5. Seeded named instances for the magic-string vocabularies the audit # called out: MarketMetric, CorporateMetric, FiscalPeriod, ForecastHorizon, # finance-specific Policy additions, Indicator, MarketEvent, Role. # 6. A handful of seeded GovernmentBody instances relevant to financial # policy (US-centric for v1). # 7. A VoteCount composite for CentralBankEvidence.voteCount, replacing # the "8-4" magic-string pattern. # # Domain extensions for non-financial worldviews (climate, geopolitical, # scientific) DO NOT import this package - they import wv directly and # define their own vocabularies. This package is one example of how a # domain extends the core ontology. # ============================================================================= # ============================================================================= # 1. SECURITY # ============================================================================= Security: type: rdfs.Class label: Security comment: > A tradable financial instrument - common stock, ETF, index, futures contract, currency pair. Used by finance Evidence subclasses' `aboutSecurity` and `forecastTarget` properties. Concrete Security instances live in a securities package (typically per-publisher, organized by market) so the finance vocabulary itself does not pin specific tickers; the Security class is the typed contract. ticker: type: owl.DatatypeProperty domain: Security range: xsd.string label: Ticker comment: > Canonical exchange ticker (uppercase). The instance NAME is kebab-case lowercase (`spy`, `lmt`); the `ticker` property carries the market-canonical form (`SPY`, `LMT`). assetClass: type: owl.DatatypeProperty domain: Security range: xsd.string label: Asset Class comment: > Free-form classification of the instrument (equity, etf, index, futures, currency-pair). v1 uses a string; v2 may upgrade to a typed AssetClass enumeration once usage stabilizes. # --- Seed Security instances for common US tickers --- # Anyone authoring a worldview against this package can reference these # directly (`fin.amd`, `fin.spy`, etc.) without redefining. Domain # extensions (e.g. a global-equities package) can add others. amd: type: Security ticker: AMD assetClass: equity label: Advanced Micro Devices nvda: type: Security ticker: NVDA assetClass: equity label: NVIDIA spy: type: Security ticker: SPY assetClass: etf label: SPDR S&P 500 ETF spx: type: Security ticker: SPX assetClass: index label: S&P 500 Index vix: type: Security ticker: VIX assetClass: index label: CBOE Volatility Index gld: type: Security ticker: GLD assetClass: etf label: SPDR Gold Shares ETF gdx: type: Security ticker: GDX assetClass: etf label: VanEck Gold Miners ETF xle: type: Security ticker: XLE assetClass: etf label: Energy Select Sector SPDR Fund xom: type: Security ticker: XOM assetClass: equity label: Exxon Mobil cvx: type: Security ticker: CVX assetClass: equity label: Chevron lmt: type: Security ticker: LMT assetClass: equity label: Lockheed Martin rtx: type: Security ticker: RTX assetClass: equity label: RTX Corporation noc: type: Security ticker: NOC assetClass: equity label: Northrop Grumman tlt: type: Security ticker: TLT assetClass: etf label: iShares 20+ Year Treasury Bond ETF # ============================================================================= # 2. FINANCE EVIDENCE SUBCLASSES # ============================================================================= MarketDataEvidence: type: rdfs.Class subClassOf: wv.Evidence label: Market Data Evidence comment: > A price, return, volume, volatility, correlation, valuation, or aggregate- flow reading. The most common Evidence subclass in financial worldviews. Pairs `marketMetric` (categorical type) with `observedValue` (numeric) and optional `aboutSecurity` (which instrument). CorporateEvidence: type: rdfs.Class subClassOf: wv.Evidence label: Corporate Evidence comment: > A company-specific reported number or event - earnings results, revenue, EPS, backlog, partnership announcement, executive order targeting a company, capex commitment. Pairs `corporateMetric` with `reportingPeriod`. AnalystEvidence: type: rdfs.Class subClassOf: wv.Evidence label: Analyst Evidence comment: > A sell-side analyst rating, price target, or forecast. Distinct from AnalystEvidence-on-other-side: the forecast itself is the evidence; the eventual market reaction is captured separately as MarketDataEvidence. CentralBankEvidence: type: rdfs.Class subClassOf: wv.Evidence label: Central Bank Evidence comment: > A central-bank rate decision, dot-plot, official statement, or vote breakdown. Captures the structural fact (rate held, cut, hiked; vote count) plus its reference to the issuing CentralBank instance. InstitutionalFlowEvidence: type: rdfs.Class subClassOf: wv.Evidence label: Institutional Flow Evidence comment: > Large positioning data - central bank gold buying, ETF flows, hedge fund concentration, retail bar-and-coin demand. Distinct from MarketDataEvidence in that it captures the FLOW (who's buying/selling and how much) rather than the price. # --- MarketDataEvidence properties --- aboutSecurity: type: owl.ObjectProperty domain: wv.Evidence range: Security label: About Security comment: > The Security this evidence is about. Used by MarketDataEvidence (observed price/return/volume), CorporateEvidence (the issuer being reported on), AnalystEvidence (the forecast target — also exposed via the alias `forecastTarget` for forecast-specific semantics), and InstitutionalFlowEvidence (the instrument the flow is into or out of). Optional - aggregate readings (sector returns, broad-market correlations, index-level earnings stats) may not have a single Security in scope. marketMetric: type: owl.ObjectProperty domain: MarketDataEvidence range: MarketMetric label: Market Metric comment: > Categorical type of market reading. References a MarketMetric named instance. Replaces the prior magic-string-valued metric field; the typed instance enables cross-snapshot queries like "all close-price readings of SPY across 2026 worldviews". observedValue: type: owl.DatatypeProperty domain: MarketDataEvidence range: xsd.decimal label: Observed Value comment: > The numeric reading. Units are implied by the marketMetric (e.g. `close-price` is in the security's quote currency; `ytd-return` is a decimal fraction). For range readings or multi-value composites, use the prose `evidenceStatement` and pick the most representative scalar. # --- CorporateEvidence properties --- # (CorporateEvidence reuses aboutSecurity declared above — single property # with domain=wv.Evidence for all subclasses that point at a Security.) corporateMetric: type: owl.ObjectProperty domain: CorporateEvidence range: CorporateMetric label: Corporate Metric comment: > Categorical type of company-reported metric. References a CorporateMetric named instance. reportingPeriod: type: owl.ObjectProperty domain: CorporateEvidence range: FiscalPeriod label: Reporting Period comment: > The fiscal period the metric covers. References a FiscalPeriod instance (Q1, Q2, full-year, etc.). For non-fiscal-aligned readings (production-capacity ramp dated by a real-world event), the period is the date range of relevance. # --- AnalystEvidence properties --- analystInstitution: type: owl.ObjectProperty domain: AnalystEvidence range: AnalystInstitution label: Analyst Institution comment: > The institution publishing the rating or forecast. References an AnalystInstitution named instance (not a free-form string). Aggregator consensuses (Bloomberg consensus, FactSet aggregation) are typed as ConsensusAggregator subclass. forecastTarget: type: owl.ObjectProperty domain: AnalystEvidence range: Security label: Forecast Target comment: > The Security the forecast is about. Optional - some forecasts are macro (e.g. Brent crude target) and reference an Indicator or commodity rather than a specific Security; in that case use prose `evidenceStatement`. forecastValue: type: owl.DatatypeProperty domain: AnalystEvidence range: xsd.decimal label: Forecast Value comment: > The forecast's primary numeric value. For range forecasts (base $5,000 / bull $7,000), use the base case here and capture the range in `evidenceStatement` until v2 introduces a structured RangeForecast. forecastHorizon: type: owl.ObjectProperty domain: AnalystEvidence range: ForecastHorizon label: Forecast Horizon comment: > The forecast's time horizon. References a ForecastHorizon named instance (12-month, full-year-2026, q1-2026-print, etc.). # --- CentralBankEvidence properties --- centralBank: type: owl.ObjectProperty domain: CentralBankEvidence range: CentralBank label: Central Bank comment: > The central bank or policy-setting committee whose action is being recorded. References a CentralBank named instance. meetingDate: type: owl.DatatypeProperty domain: CentralBankEvidence range: xsd.date label: Meeting Date comment: Date of the policy meeting. voteCount: type: owl.ObjectProperty domain: CentralBankEvidence range: VoteCount label: Vote Count comment: > The structured vote breakdown. Replaces the "8-4" magic-string pattern with separate yea/nay/abstain integers so dissent counts are machine-comparable across meetings. # --- InstitutionalFlowEvidence properties --- flowInstitution: type: owl.ObjectProperty domain: InstitutionalFlowEvidence range: wv.Institution label: Flow Institution comment: > The institution or aggregate of institutions whose flow is being recorded. References an Institution instance (CentralBank, retail aggregate, hedge-fund composite, etc.). flowDirection: type: owl.ObjectProperty domain: InstitutionalFlowEvidence range: FlowDirection label: Flow Direction comment: > Direction of the flow (buying / selling / forward-buying-intent / rebalancing). References a FlowDirection named instance. flowMagnitudeValue: type: owl.DatatypeProperty domain: InstitutionalFlowEvidence range: xsd.decimal label: Flow Magnitude Value comment: > Numeric magnitude. Pairs with `flowMagnitudeUnit` for unit context. Replaces the "474 tonnes in Q1 2026 (+42% YoY)" magic string with a structured value; the YoY change and reporting period belong in the prose `evidenceStatement` or in a separate Evidence instance. flowMagnitudeUnit: type: owl.DatatypeProperty domain: InstitutionalFlowEvidence range: xsd.string label: Flow Magnitude Unit comment: > Unit string for `flowMagnitudeValue` (tonnes, usd, units, etc.). String for v1; v2 may upgrade to typed Unit class. # ============================================================================= # 3. INSTITUTION SUBCLASSES # ============================================================================= CentralBank: type: rdfs.Class subClassOf: wv.Institution label: Central Bank comment: > A monetary policy authority. Typically the named instance refers to the policy-setting body (e.g. FOMC, ECB Governing Council) rather than the broader central banking system - the broader system is captured separately as a GovernmentBody when cited by PolicyEvidence. AnalystInstitution: type: rdfs.Class subClassOf: wv.Institution label: Analyst Institution comment: > A sell-side research provider, primary-source analyst house, or industry-research firm. ConsensusAggregator: type: rdfs.Class subClassOf: wv.Institution label: Consensus Aggregator comment: > An aggregator of multiple analysts' or institutions' views (Bloomberg consensus, FactSet aggregation, market consensus). Distinct subclass so worldview readers can filter "analyst views from primary houses only" vs "consensus aggregations". # ============================================================================= # 4. CENTRAL BANK NAMED INSTANCES (seed) # ============================================================================= fomc: type: CentralBank label: Federal Open Market Committee comment: > The US Federal Reserve System's monetary policymaking committee. Sets the federal funds rate target. Composed of seven Board of Governors plus five rotating regional Federal Reserve Bank presidents. The Fed Chair chairs the FOMC ex officio. ecb-governing-council: type: CentralBank label: ECB Governing Council comment: > The European Central Bank's policymaking body, composed of the six Executive Board members plus the governors of the national central banks of the euro area. boj-monetary-board: type: CentralBank label: BoJ Monetary Policy Board comment: > Bank of Japan's policymaking board. Sets the policy rate and yield curve control parameters. boe-mpc: type: CentralBank label: BoE Monetary Policy Committee comment: > Bank of England's Monetary Policy Committee. Sets Bank Rate and quantitative policy. # ============================================================================= # 5. ANALYST INSTITUTION NAMED INSTANCES (seed) # ============================================================================= goldman-sachs-research: type: AnalystInstitution label: Goldman Sachs Research comment: Sell-side research arm of Goldman Sachs. jpmorgan-research: type: AnalystInstitution label: JPMorgan Research comment: Sell-side research arm of JPMorgan Chase. citi-research: type: AnalystInstitution label: Citi Research comment: Sell-side research arm of Citigroup. morgan-stanley-research: type: AnalystInstitution label: Morgan Stanley Research comment: Sell-side research arm of Morgan Stanley. ubs-research: type: AnalystInstitution label: UBS Research comment: Sell-side research arm of UBS. gartner-research: type: AnalystInstitution label: Gartner Research comment: Industry-research firm covering technology and adjacent sectors. bloomberg-consensus: type: ConsensusAggregator label: Bloomberg Consensus comment: Bloomberg's aggregation of sell-side estimates. factset-aggregation: type: ConsensusAggregator label: FactSet Aggregation comment: FactSet's aggregation of sell-side estimates and earnings stats. market-consensus: type: ConsensusAggregator label: Market Consensus comment: > Generic placeholder for "the prevailing market view" when the source is not a specific named aggregator. Use sparingly - typed aggregators are preferred when the source is identifiable. # ============================================================================= # 6. GOVERNMENT BODY NAMED INSTANCES (seed; US-centric for v1) # ============================================================================= us-federal-reserve: type: wv.GovernmentBody label: US Federal Reserve System comment: > The central banking system of the United States as an institutional body, distinct from FOMC (the policy-setting committee). Cited as `issuingBody` for non-rate-decision Fed actions (regulatory rulings, Board of Governors statements outside FOMC). us-treasury: type: wv.GovernmentBody label: US Department of the Treasury comment: > The US Treasury - issues treasuries, manages public debt, runs OFAC sanctions programs. us-congress: type: wv.GovernmentBody label: US Congress comment: > The US legislative body. Issues budget appropriations, tax laws, and binding directives to executive agencies. us-omb: type: wv.GovernmentBody label: US Office of Management and Budget comment: > Executive Office of the President's budget-and-management body. Sources of fiscal projections (e.g. annual interest-bill estimates). us-department-of-defense: type: wv.GovernmentBody label: US Department of Defense comment: > DoD. Procurement decisions, budget executions, and policy actions regarding the US military. us-department-of-justice: type: wv.GovernmentBody label: US Department of Justice comment: > DOJ. Investigations, indictments, settlements, and enforcement actions. us-white-house: type: wv.GovernmentBody label: US White House comment: > The Executive Office of the President as an institutional body. Cited as `issuingBody` for executive orders, appointments, and presidential directives. The current administration's identity (Trump, Biden, etc.) is carried in prose `evidenceStatement` rather than baked into the GovernmentBody name. # ============================================================================= # 7. INDICATOR NAMED INSTANCES (seed) # ============================================================================= # --- Treasury yields --- ind-10y-treasury-yield: type: wv.Indicator label: 10-Year US Treasury Yield comment: > Constant-maturity 10-year US Treasury note yield. Closing value at market close. ind-30y-treasury-yield: type: wv.Indicator label: 30-Year US Treasury Yield comment: > Constant-maturity 30-year US Treasury bond yield. Closing value at market close. ind-2y-treasury-yield: type: wv.Indicator label: 2-Year US Treasury Yield comment: 2-year constant-maturity yield. Closing value. ind-5y-breakeven-inflation: type: wv.Indicator label: 5-Year Breakeven Inflation comment: > Market-implied 5-year inflation expectation, computed from nominal vs TIPS yields. ind-10y-breakeven-inflation: type: wv.Indicator label: 10-Year Breakeven Inflation comment: > Market-implied 10-year inflation expectation, computed from nominal vs TIPS yields. # --- Energy --- ind-wti-close: type: wv.Indicator label: WTI Crude Front-Month Close comment: > Front-month NYMEX WTI crude futures contract close, US dollars per barrel. ind-brent-close: type: wv.Indicator label: Brent Crude Front-Month Close comment: > Front-month ICE Brent crude futures contract close, US dollars per barrel. # --- Equities --- ind-spy-close: type: wv.Indicator label: SPY Close comment: SPY ETF closing price, US dollars per share. ind-spx-close: type: wv.Indicator label: S&P 500 Index Close comment: S&P 500 index level at the closing print. ind-vix-close: type: wv.Indicator label: VIX Close comment: CBOE Volatility Index closing value. ind-gld-close: type: wv.Indicator label: GLD Close comment: SPDR Gold Shares ETF closing price, US dollars per share. ind-gold-spot: type: wv.Indicator label: Gold Spot Price comment: London PM gold spot fix, US dollars per troy ounce. # --- Macro --- ind-unemployment-rate: type: wv.Indicator label: US Unemployment Rate comment: BLS U-3 unemployment rate, monthly release. ind-core-pce-yoy: type: wv.Indicator label: Core PCE YoY comment: > Core Personal Consumption Expenditures price index, year-over-year percent change. Fed's preferred inflation gauge. ind-headline-cpi-yoy: type: wv.Indicator label: Headline CPI YoY comment: BLS Consumer Price Index, all items, year-over-year percent. # --- Fed-specific --- ind-fomc-dissent-count: type: wv.Indicator label: FOMC Dissent Count comment: > Number of FOMC voting members who dissented from the policy decision at a given meeting. Standardized count (0-4 typical). # --- Fiscal --- ind-dod-outlays-yoy-change: type: wv.Indicator label: DoD Outlays YoY Change comment: > Year-over-year percent change in DoD outlays. Quarterly readings from Treasury Statement. ind-us-fiscal-deficit-trailing-12m: type: wv.Indicator label: US Fiscal Deficit Trailing 12 Months comment: > US federal government deficit, trailing 12-month sum, US dollars. # ============================================================================= # 8. MARKET METRIC NAMED INSTANCES (seed; consolidates 20 magic strings to ~16) # ============================================================================= MarketMetric: type: rdfs.Class label: Market Metric comment: > Categorical type for a MarketDataEvidence reading. Open enumeration - add new instances when a genuinely new metric type is needed; resist adding near-duplicates of existing metrics. close-price: type: MarketMetric label: Close Price comment: > Official market close, in the security's quote currency. Use this for end-of-session price readings of equities, ETFs, indices, and futures. intraday-high: type: MarketMetric label: Intraday High comment: Highest trade price during the regular session. intraday-low: type: MarketMetric label: Intraday Low comment: Lowest trade price during the regular session. session-percent-move: type: MarketMetric label: Session Percent Move comment: > Close-vs-prior-close percent change. The standard "today's move". Decimal fraction (0.05 = +5%). after-hours-percent-move: type: MarketMetric label: After-Hours Percent Move comment: > Percent change in extended/after-hours trading relative to the regular- session close. Decimal fraction. ytd-return: type: MarketMetric label: Year-to-Date Return comment: Total return year-to-date. Decimal fraction. yoy-return: type: MarketMetric label: Year-over-Year Return comment: Total return over the trailing 12 months. Decimal fraction. cumulative-return: type: MarketMetric label: Cumulative Return comment: > Cumulative total return from a stated start date through the observation date. Use prose `evidenceStatement` to record the start date. quarterly-average-price: type: MarketMetric label: Quarterly Average Price comment: > Average price across a fiscal or calendar quarter (e.g. LBMA quarterly PM gold fix average). Pair with `reportingPeriod` semantics if added in v2. volatility-level: type: MarketMetric label: Volatility Level comment: > Implied or realized volatility level (e.g. VIX, MOVE). Decimal points rather than percent (16.88, not 0.1688). correlation: type: MarketMetric label: Correlation comment: > Statistical correlation coefficient between two series (decimal in -1.0 to 1.0). Use prose `evidenceStatement` to record the two series and the lookback window. valuation-ratio: type: MarketMetric label: Valuation Ratio comment: > A multiple (P/E, P/B, EV/EBITDA, etc.). Use prose `evidenceStatement` to record which ratio. earnings-beat-rate: type: MarketMetric label: Earnings Beat Rate comment: > Percent of an index's reporting companies that beat consensus EPS. Decimal fraction (0.84 = 84%). earnings-beat-magnitude: type: MarketMetric label: Earnings Beat Magnitude comment: > Average percent by which actual EPS exceeded consensus across an index's reporting companies. Decimal fraction. eps-growth: type: MarketMetric label: EPS Growth comment: > Aggregate (index) or single-company EPS growth, year-over-year. Decimal fraction. net-profit-margin: type: MarketMetric label: Net Profit Margin comment: > Net income / revenue. Decimal fraction. For index aggregates, the blended margin across reporting companies. aggregate-demand-dollars: type: MarketMetric label: Aggregate Demand (Dollars) comment: > Total dollar demand for an asset class over a period (e.g. World Gold Council quarterly demand value). Use unit notes in prose if non-USD. sector-relative-return: type: MarketMetric label: Sector Relative Return comment: > Return of a sector ETF relative to a benchmark (e.g. XLE vs S&P 500 YTD). Decimal fraction. rate-path-expectations: type: MarketMetric label: Rate Path Expectations comment: > Market-implied count of rate moves expected within a stated horizon. Integer (positive = cuts, negative = hikes). Use prose to record the horizon and instrument (Fed funds futures, OIS, etc.). # ============================================================================= # 9. CORPORATE METRIC NAMED INSTANCES (seed) # ============================================================================= CorporateMetric: type: rdfs.Class label: Corporate Metric comment: > Categorical type for a CorporateEvidence reading. Open enumeration. revenue: type: CorporateMetric label: Revenue comment: Total reported revenue for the period. Currency in evidenceStatement. segment-revenue: type: CorporateMetric label: Segment Revenue comment: > Revenue from a single reporting segment (e.g. AMD Data Center). Use prose `evidenceStatement` to record which segment. geographic-revenue: type: CorporateMetric label: Geographic Revenue comment: > Revenue from a geographic segment (e.g. NVIDIA China revenue). Use prose `evidenceStatement` for region. net-income: type: CorporateMetric label: Net Income comment: GAAP net income for the period. eps: type: CorporateMetric label: Earnings Per Share (GAAP) comment: GAAP diluted earnings per share for the period. eps-non-gaap: type: CorporateMetric label: Earnings Per Share (Non-GAAP) comment: Non-GAAP / adjusted diluted earnings per share for the period. gross-margin: type: CorporateMetric label: Gross Margin comment: Gross profit / revenue. Decimal fraction. operating-margin: type: CorporateMetric label: Operating Margin comment: Operating income / revenue. Decimal fraction. backlog: type: CorporateMetric label: Backlog comment: > Reported backlog (committed but undelivered orders) as of period end. Currency in evidenceStatement. production-capacity: type: CorporateMetric label: Production Capacity comment: > Stated production capacity (e.g. units per year, megawatts, tonnes). Use prose for units. charge: type: CorporateMetric label: One-Time Charge comment: > A one-time charge taken in the period (writedown, impairment, restructuring expense, inventory writedown). guidance-revenue: type: CorporateMetric label: Guidance - Revenue comment: Forward revenue guidance. Currency and period in prose. guidance-eps: type: CorporateMetric label: Guidance - EPS comment: Forward EPS guidance. partnership-announcement: type: CorporateMetric label: Partnership Announcement comment: > A material partnership, supply agreement, or distribution deal. The metric is categorical rather than numeric; observedValue may be omitted or set to a nominal magnitude (e.g. compute capacity in gigawatts). buyback: type: CorporateMetric label: Buyback comment: > Stock repurchase program - announced authorization or executed buyback. Use observedValue for the dollar amount. # ============================================================================= # 10. FISCAL PERIOD NAMED INSTANCES # ============================================================================= FiscalPeriod: type: rdfs.Class label: Fiscal Period comment: > A standardized reporting period. v1 covers calendar-aligned quarters and full years; companies on non-calendar fiscal years should still map to the closest standardized period and document the fiscal-vs- calendar offset in prose. q1-2026: type: FiscalPeriod label: Q1 2026 comment: First calendar quarter of 2026 (January-March). q2-2026: type: FiscalPeriod label: Q2 2026 comment: Second calendar quarter of 2026 (April-June). q3-2026: type: FiscalPeriod label: Q3 2026 comment: Third calendar quarter of 2026 (July-September). q4-2026: type: FiscalPeriod label: Q4 2026 comment: Fourth calendar quarter of 2026 (October-December). fy-2026: type: FiscalPeriod label: Full Year 2026 comment: Full calendar year 2026. q4-2025: type: FiscalPeriod label: Q4 2025 comment: Fourth calendar quarter of 2025. q1-2025: type: FiscalPeriod label: Q1 2025 comment: First calendar quarter of 2025. # ============================================================================= # 11. FORECAST HORIZON # ============================================================================= ForecastHorizon: type: rdfs.Class label: Forecast Horizon comment: > The time horizon a forecast covers. Open enumeration; add specific horizons as needed. horizon-12-month: type: ForecastHorizon label: 12-Month comment: 12-month forecast horizon from the date of issuance. horizon-6-month: type: ForecastHorizon label: 6-Month comment: 6-month forecast horizon. horizon-3-month: type: ForecastHorizon label: 3-Month comment: 3-month forecast horizon. horizon-q1-print: type: ForecastHorizon label: Q1 Earnings Print comment: Q1 quarterly earnings announcement. horizon-q2-print: type: ForecastHorizon label: Q2 Earnings Print comment: Q2 quarterly earnings announcement. horizon-full-year: type: ForecastHorizon label: Full Year comment: Full fiscal year. # ============================================================================= # 12. FLOW DIRECTION # ============================================================================= FlowDirection: type: rdfs.Class label: Flow Direction comment: > Direction of an institutional flow. Closed enumeration of the four typical states. flow-buying: type: FlowDirection label: Buying comment: Net buying activity over the reporting period. flow-selling: type: FlowDirection label: Selling comment: Net selling activity over the reporting period. flow-rebalancing: type: FlowDirection label: Rebalancing comment: > Two-sided rebalancing (buying and selling) without a clear net direction, often during sector rotations. flow-forward-buying-intent: type: FlowDirection label: Forward Buying Intent comment: > Stated forward intent to buy (e.g. survey result of central banks planning to increase reserves). Distinct from observed flows. # ============================================================================= # 13. VOTE COUNT (composite for CentralBankEvidence.voteCount) # ============================================================================= VoteCount: type: rdfs.Class label: Vote Count comment: > Structured vote breakdown. Replaces the "8-4" magic-string pattern - yea/nay/abstain are individually queryable for cross-meeting dissent analysis. yeaCount: type: owl.DatatypeProperty domain: VoteCount range: xsd.integer label: Yea Count comment: Number of votes in favor. nayCount: type: owl.DatatypeProperty domain: VoteCount range: xsd.integer label: Nay Count comment: Number of dissenting votes. abstainCount: type: owl.DatatypeProperty domain: VoteCount range: xsd.integer label: Abstain Count comment: Number of abstentions or absences. # ============================================================================= # 14. MARKET EVENTS (seed MarketEvent named instances) # ============================================================================= MarketEvent: type: rdfs.Class subClassOf: wv.Event label: Market Event comment: > Subclass of wv.Event for finance-domain event categories. Named instances below are categories of market-relevant events; the runtime event log records concrete event occurrences classified by these categories. evt-strait-of-hormuz-reopened: type: MarketEvent label: Strait of Hormuz Reopened comment: > Strait of Hormuz reopens to commercial shipping after a closure event. Pair with `durability: durable` in event-condition to require the reopening to be classified as durable rather than transient. evt-strait-of-hormuz-closed: type: MarketEvent label: Strait of Hormuz Closed comment: Strait of Hormuz closes to commercial shipping (formal or de facto). evt-opec-supply-shock: type: MarketEvent label: OPEC Supply Shock comment: > Material OPEC+ supply increase or decrease that materially shifts the front-month oil price (typical threshold - 1+ million bpd of capacity change, but the runtime threshold is curator-judged). evt-fomc-statement-released: type: MarketEvent label: FOMC Statement Released comment: > Scheduled FOMC policy statement is published. Used by sequenced- conditions that wait for the next FOMC meeting. evt-us-iran-peace-agreement-implemented: type: MarketEvent label: US-Iran Peace Agreement Implemented comment: > A formal, durable US-Iran peace agreement takes effect. Distinct from a ceasefire (which can be transient) or a memorandum of understanding (which may not be implemented). Pair with `durability: durable`. evt-us-china-export-controls-extended: type: MarketEvent label: US-China Export Controls Extended comment: > The US announces or implements an extension of export controls on semiconductors or other strategic technologies to China. evt-fed-chair-continuity-signal: type: MarketEvent label: Fed Chair Continuity Signal comment: > A new Fed Chair delivers a public statement that markets read as continuity-signaling rather than regime-changing. Curator-judged event based on the speech content and market reaction. evt-fed-credibility-restored: type: MarketEvent label: Fed Credibility Restored comment: > Curator-judged composite event - market-implied Fed credibility metrics improve, no further dissent escalation, no further political pressure incidents. Soft event; no automated detection in v1. # ============================================================================= # 15. FINANCE-SPECIFIC TIME UNITS # ============================================================================= fomc-meetings: type: wv.TimeUnit label: FOMC Meetings comment: > Scheduled FOMC meetings. "1 fomc-meeting" advances to the next scheduled meeting in the FOMC calendar. The runtime is responsible for resolving against the published meeting schedule. earnings-quarters: type: wv.TimeUnit label: Earnings Quarters comment: > Quarterly earnings reporting cycles. "1 earnings-quarter" advances to the next reporting cycle for the relevant company. # ============================================================================= # 16. FINANCE-SPECIFIC ROLES (seed) # ============================================================================= fed-chair: type: wv.Role label: Fed Chair comment: Sitting Chair of the Federal Reserve System. fed-chair-outgoing: type: wv.Role label: Fed Chair (Outgoing) comment: > Sitting Chair whose term is ending and a successor has been nominated. Distinct from `fed-chair` because lame-duck statements carry less forward policy weight. fed-chair-nominee: type: wv.Role label: Fed Chair Nominee comment: > Confirmed nominee for Fed Chair, pending Senate confirmation. Statements may carry forward policy implications. fed-vice-chair: type: wv.Role label: Fed Vice Chair comment: Vice Chair of the Federal Reserve. fed-governor: type: wv.Role label: Fed Governor comment: Member of the Federal Reserve Board of Governors. fomc-voting-member: type: wv.Role label: FOMC Voting Member comment: > Voting member of the FOMC at a given meeting (governor or rotating regional president). treasury-secretary: type: wv.Role label: Treasury Secretary comment: US Secretary of the Treasury. ceo: type: wv.Role label: Chief Executive Officer comment: Generic CEO role for OfficialStatementEvidence about company executives. cfo: type: wv.Role label: Chief Financial Officer comment: Generic CFO role. us-senator: type: wv.Role label: US Senator comment: Member of the US Senate. us-representative: type: wv.Role label: US Representative comment: Member of the US House of Representatives. # ============================================================================= # 17. FINANCE-SPECIFIC POLICY CATEGORIES (additions to wv.Policy) # ============================================================================= revenue-share-export-license: type: wv.Policy label: Revenue-Share Export License comment: > A novel licensing arrangement where the US government issues export licenses for restricted technology in exchange for a revenue share on the affected sales. Captures the NVDA/AMD 15% China revenue-share mechanism. procurement-expansion: type: wv.Policy label: Procurement Expansion comment: > A government procurement order increase for materiel - munitions, platforms, services. Distinct from `budget` (which is the appropriation) because procurement-expansion happens within an existing appropriation. military-operations-pause: type: wv.Policy label: Military Operations Pause comment: > A pause or suspension of an ongoing military operation, typically announced in connection with diplomatic progress. nomination-advancement: type: wv.Policy label: Nomination Advancement comment: > A Senate committee vote to advance a presidential nomination to the full Senate. Distinct from `appointment` (the original nomination) and from full-Senate confirmation. nomination-vote-scheduling: type: wv.Policy label: Nomination Vote Scheduling comment: > A formal scheduling of the full-Senate confirmation vote. procedural-hold-lift: type: wv.Policy label: Procedural Hold Lift comment: > A senator's lifting of a procedural hold on a nomination or bill.