gloomberb 0.16.4 → 0.16.6

package/src/plugins/builtin/earnings-calls/index.tsx

@@ -5,7 +5,7 @@ import { earningsCallsHeadless } from "./headless";
 
 
 const description =
-  "Earnings call transcripts with speaker attribution, analyst Q&A, and extracted guidance. Alone, every transcribed call; with a ticker, that company's calls.";
+  "Pro earnings call transcripts with speaker attribution, analyst Q&A, and extracted guidance. Alone, every transcribed call; with a ticker, that company's calls.";
 
 function explicitSymbol(options?: { arg?: string; symbol?: string | null }): string | null {
   const symbol = (options?.symbol ?? options?.arg ?? "").trim().toUpperCase();

package/src/plugins/builtin/earnings-ripple/index.tsx

@@ -12,6 +12,8 @@ export const earningsRippleModule: PluginModule = {
     id: "earnings-ripple", name: "Earnings Ripple", icon: "E", component: EarningsRipplePane,
     defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 96, height: 20 },
     tableExport: true,
+    // Without named tickers it lists what is in the person's portfolios.
+    personalData: (context) => (typeof context.settings.symbols === "string" && context.settings.symbols.trim() ? null : "holdings"),
     settings: { title: "Earnings Ripple Settings", fields: [
       { key: "symbols", label: "Holdings", type: "text", placeholder: "Blank for your portfolios and watchlists" },
     ] },

package/src/plugins/builtin/econ/fred-catalog.ts

@@ -0,0 +1,198 @@
+import { fredSeriesUrl } from "../../../sources/gloomberb-cloud/fred-series";
+import type { SeriesDefinition, SeriesFrequency } from "../../../series/types";
+
+type FredRow = readonly [seriesId: string, name: string, unit: string, frequency: SeriesFrequency, tags?: readonly string[]];
+
+/**
+ * The FRED series Gloom Cloud serves, by group, except the Treasury constant
+ * maturities (UST:2Y and so on, from the yield curve) and the credit spreads
+ * and yields (from the credit plugin). Ids follow the server's allowlist: a
+ * series added there is listed here to reach the catalog.
+ */
+const GROUPS: ReadonlyArray<{ group: string; rows: readonly FredRow[] }> = [
+  {
+    group: "Rates",
+    rows: [
+      ["FEDFUNDS", "Fed funds effective rate (monthly)", "%", "monthly", ["fed funds"]],
+      ["DFF", "Fed funds effective rate", "%", "daily", ["fed funds"]],
+      ["EFFR", "Effective federal funds rate", "%", "daily", ["EFFR", "money markets"]],
+      ["IORB", "Interest on reserve balances", "%", "daily", ["IORB", "money markets"]],
+      ["DFEDTARU", "Fed funds target range, upper limit", "%", "daily", ["fed funds", "policy rate"]],
+      ["DFEDTARL", "Fed funds target range, lower limit", "%", "daily", ["fed funds", "policy rate"]],
+      ["ECBDFR", "ECB deposit facility rate", "%", "daily", ["ECB", "euro area", "policy rate"]],
+      ["DPRIME", "Bank prime loan rate", "%", "daily"],
+      ["DFII5", "5Y TIPS real yield", "%", "daily", ["treasury", "real yield"]],
+      ["DFII10", "10Y TIPS real yield", "%", "daily", ["treasury", "real yield"]],
+      ["T10Y2Y", "10Y minus 2Y Treasury spread", "%", "daily", ["treasury", "curve", "2s10s"]],
+      ["T10Y3M", "10Y minus 3M Treasury spread", "%", "daily", ["treasury", "curve"]],
+      ["SOFR", "SOFR", "%", "daily", ["secured overnight financing rate", "money markets"]],
+      ["OBFR", "Overnight bank funding rate", "%", "daily", ["OBFR", "money markets"]],
+      ["DTB4WK", "4-week Treasury bill rate", "%", "daily", ["bill", "money markets"]],
+      ["DTB3", "3-month Treasury bill rate", "%", "daily", ["bill", "money markets"]],
+      ["DTB6", "6-month Treasury bill rate", "%", "daily", ["bill", "money markets"]],
+      ["DTB1YR", "1-year Treasury bill rate", "%", "daily", ["bill", "money markets"]],
+      ["DCPF3M", "3-month AA financial commercial paper rate", "%", "daily", ["commercial paper", "money markets"]],
+      ["DCPN3M", "3-month AA nonfinancial commercial paper rate", "%", "daily", ["commercial paper", "money markets"]],
+      ["RRPONTSYD", "Overnight reverse repo at the Fed", "billion USD", "daily", ["RRP", "liquidity", "money markets"]],
+      ["WDTGAL", "Treasury General Account", "million USD", "weekly", ["TGA", "liquidity", "money markets"]],
+      ["WRESBAL", "Bank reserves at the Fed", "million USD", "weekly", ["reserves", "liquidity", "money markets"]],
+      ["WALCL", "Fed total assets", "million USD", "weekly", ["balance sheet", "liquidity"]],
+      ["M2SL", "M2 money stock", "billion USD", "monthly", ["money supply", "liquidity"]],
+    ],
+  },
+  {
+    group: "Volatility",
+    rows: [
+      ["VIXCLS", "VIX", "index", "daily", ["volatility index", "30 day"]],
+      ["VXVCLS", "VIX 3M", "index", "daily", ["volatility index", "3 month"]],
+    ],
+  },
+  {
+    group: "Economy",
+    rows: [
+      ["GDP", "Gross domestic product", "billion USD", "quarterly", ["GDP", "growth"]],
+      ["GDPC1", "Real gross domestic product", "billion USD", "quarterly", ["GDP", "growth"]],
+      ["UNRATE", "Unemployment rate", "%", "monthly", ["labor", "jobs"]],
+      ["ICSA", "Initial jobless claims", "count", "weekly", ["labor", "claims"]],
+      ["PAYEMS", "Nonfarm payrolls", "thousand people", "monthly", ["labor", "jobs", "employment"]],
+      ["NPPTTL", "Private payroll employment (discontinued)", "thousand people", "monthly", ["labor", "jobs"]],
+      ["JTSJOL", "Job openings", "thousand jobs", "monthly", ["labor", "JOLTS"]],
+      ["OPHNFB", "Nonfarm labor productivity", "index", "quarterly", ["labor", "productivity"]],
+      ["ULCNFB", "Unit labor costs", "index", "quarterly", ["labor", "wages"]],
+      ["RSAFS", "Retail sales", "million USD", "monthly", ["consumer", "spending"]],
+      ["RSFSXMV", "Retail sales excluding autos", "million USD", "monthly", ["consumer", "spending"]],
+      ["UMCSENT", "University of Michigan consumer sentiment", "index", "monthly", ["consumer", "sentiment"]],
+      ["CSCICP03USM665S", "Consumer confidence (OECD)", "index", "monthly", ["consumer", "sentiment"]],
+      ["HOUST", "Housing starts", "thousand units", "monthly", ["housing"]],
+      ["PERMIT", "Building permits", "thousand units", "monthly", ["housing"]],
+      ["EXHOSLUSM495S", "Existing home sales", "units", "monthly", ["housing"]],
+      ["HSN1F", "New home sales", "thousand units", "monthly", ["housing"]],
+      ["DGORDER", "Durable goods orders", "million USD", "monthly", ["manufacturing", "orders"]],
+      ["ADXTNO", "Durable goods orders excluding transportation", "million USD", "monthly", ["manufacturing", "orders"]],
+      ["AMTMNO", "Manufacturing new orders", "million USD", "monthly", ["manufacturing", "factory orders"]],
+      ["BOPGSTB", "Trade balance", "million USD", "monthly", ["trade"]],
+      ["INDPRO", "Industrial production", "index", "monthly", ["manufacturing", "output"]],
+      ["TCU", "Capacity utilization", "%", "monthly", ["manufacturing"]],
+      ["PI", "Personal income", "billion USD", "monthly", ["consumer", "income"]],
+      ["PCE", "Personal consumption expenditures", "billion USD", "monthly", ["consumer", "spending"]],
+      ["NETFI", "Current account balance", "billion USD", "quarterly", ["trade", "external"]],
+    ],
+  },
+  {
+    group: "Defense & fiscal",
+    rows: [
+      ["FDEFX", "National defense spending (annual rate)", "billion USD", "quarterly", ["defense", "military", "DoD", "budget", "government spending", "GDP"]],
+      ["ADEFNO", "New orders for defense capital goods", "million USD", "monthly", ["defense", "military", "DoD", "orders", "manufacturing"]],
+      ["MTSO133FMS", "Federal outlays (Monthly Treasury Statement)", "million USD", "monthly", ["budget", "government spending", "fiscal", "deficit", "Treasury"]],
+    ],
+  },
+  {
+    group: "Inflation",
+    rows: [
+      ["CPIAUCSL", "CPI, all items", "index", "monthly", ["CPI", "headline", "seasonally adjusted"]],
+      ["CPIAUCNS", "CPI, all items (not seasonally adjusted)", "index", "monthly", ["CPI", "headline"]],
+      ["CPILFESL", "Core CPI", "index", "monthly", ["CPI", "core", "ex food and energy"]],
+      ["CPILFENS", "Core CPI (not seasonally adjusted)", "index", "monthly", ["CPI", "core"]],
+      ["CPIUFDSL", "CPI: Food", "index", "monthly", ["CPI", "component"]],
+      ["CUSR0000SAF11", "CPI: Food at home", "index", "monthly", ["CPI", "component", "groceries"]],
+      ["CUSR0000SEFV", "CPI: Food away from home", "index", "monthly", ["CPI", "component", "restaurants"]],
+      ["CPIENGSL", "CPI: Energy", "index", "monthly", ["CPI", "component"]],
+      ["CUSR0000SETB01", "CPI: Gasoline", "index", "monthly", ["CPI", "component", "energy"]],
+      ["CUSR0000SEHF01", "CPI: Electricity", "index", "monthly", ["CPI", "component", "energy"]],
+      ["CUSR0000SEHF02", "CPI: Utility gas service", "index", "monthly", ["CPI", "component", "energy"]],
+      ["CUSR0000SACL1E", "CPI: Core goods", "index", "monthly", ["CPI", "component", "goods"]],
+      ["CUSR0000SETA01", "CPI: New vehicles", "index", "monthly", ["CPI", "component", "goods", "cars"]],
+      ["CUSR0000SETA02", "CPI: Used cars and trucks", "index", "monthly", ["CPI", "component", "goods", "cars"]],
+      ["CPIAPPSL", "CPI: Apparel", "index", "monthly", ["CPI", "component", "goods"]],
+      ["CUSR0000SAM1", "CPI: Medical care goods", "index", "monthly", ["CPI", "component", "goods", "health"]],
+      ["CUSR0000SASLE", "CPI: Core services", "index", "monthly", ["CPI", "component", "services"]],
+      ["CUSR0000SAH1", "CPI: Shelter", "index", "monthly", ["CPI", "component", "services", "housing"]],
+      ["CUSR0000SEHA", "CPI: Rent", "index", "monthly", ["CPI", "component", "services", "housing"]],
+      ["CUSR0000SEHC", "CPI: Owners' equivalent rent", "index", "monthly", ["CPI", "component", "services", "housing", "OER"]],
+      ["CUSR0000SEHB", "CPI: Lodging away from home", "index", "monthly", ["CPI", "component", "services", "hotels"]],
+      ["CUSR0000SAM2", "CPI: Medical care services", "index", "monthly", ["CPI", "component", "services", "health"]],
+      ["CUSR0000SAS4", "CPI: Transportation services", "index", "monthly", ["CPI", "component", "services"]],
+      ["CUSR0000SETG01", "CPI: Airline fares", "index", "monthly", ["CPI", "component", "services", "travel"]],
+      ["PCEPI", "PCE price index", "index", "monthly", ["PCE", "headline"]],
+      ["PCEPILFE", "Core PCE price index", "index", "monthly", ["PCE", "core"]],
+      ["PPIACO", "Producer prices, all commodities", "index", "monthly", ["PPI"]],
+      ["PPIFIS", "Producer prices, final demand", "index", "monthly", ["PPI"]],
+      ["PPIFID", "Producer prices, final demand (not seasonally adjusted)", "index", "monthly", ["PPI"]],
+      ["IR", "Import prices", "index", "monthly", ["trade"]],
+      ["IQ", "Export prices", "index", "monthly", ["trade"]],
+      ["T5YIE", "5Y breakeven inflation", "%", "daily", ["breakeven", "expectations", "TIPS"]],
+      ["T10YIE", "10Y breakeven inflation", "%", "daily", ["breakeven", "expectations", "TIPS"]],
+      ["T5YIFR", "5Y, 5Y forward inflation expectation", "%", "daily", ["breakeven", "expectations", "5y5y"]],
+    ],
+  },
+  {
+    group: "FX",
+    rows: [
+      ["DEXUSEU", "Euro (USD per EUR)", "USD", "daily", ["EURUSD", "EUR"]],
+      ["DEXUSUK", "British pound (USD per GBP)", "USD", "daily", ["GBPUSD", "GBP", "sterling"]],
+      ["DEXUSAL", "Australian dollar (USD per AUD)", "USD", "daily", ["AUDUSD", "AUD"]],
+      ["DEXUSNZ", "New Zealand dollar (USD per NZD)", "USD", "daily", ["NZDUSD", "NZD"]],
+      ["DEXJPUS", "Japanese yen (JPY per USD)", "JPY", "daily", ["USDJPY", "JPY"]],
+      ["DEXCHUS", "Chinese yuan (CNY per USD)", "CNY", "daily", ["USDCNY", "CNY", "renminbi"]],
+      ["DEXINUS", "Indian rupee (INR per USD)", "INR", "daily", ["USDINR", "INR"]],
+      ["DEXBZUS", "Brazilian real (BRL per USD)", "BRL", "daily", ["USDBRL", "BRL"]],
+      ["DEXMXUS", "Mexican peso (MXN per USD)", "MXN", "daily", ["USDMXN", "MXN"]],
+      ["DEXKOUS", "South Korean won (KRW per USD)", "KRW", "daily", ["USDKRW", "KRW"]],
+      ["DEXCAUS", "Canadian dollar (CAD per USD)", "CAD", "daily", ["USDCAD", "CAD"]],
+      ["DEXSZUS", "Swiss franc (CHF per USD)", "CHF", "daily", ["USDCHF", "CHF"]],
+      ["DEXTAUS", "Taiwan dollar (TWD per USD)", "TWD", "daily", ["USDTWD", "TWD"]],
+      ["DEXHKUS", "Hong Kong dollar (HKD per USD)", "HKD", "daily", ["USDHKD", "HKD"]],
+      ["DEXSIUS", "Singapore dollar (SGD per USD)", "SGD", "daily", ["USDSGD", "SGD"]],
+      ["DEXTHUS", "Thai baht (THB per USD)", "THB", "daily", ["USDTHB", "THB"]],
+      ["DEXMAUS", "Malaysian ringgit (MYR per USD)", "MYR", "daily", ["USDMYR", "MYR"]],
+      ["DEXNOUS", "Norwegian krone (NOK per USD)", "NOK", "daily", ["USDNOK", "NOK"]],
+      ["DEXSDUS", "Swedish krona (SEK per USD)", "SEK", "daily", ["USDSEK", "SEK"]],
+      ["DEXDNUS", "Danish krone (DKK per USD)", "DKK", "daily", ["USDDKK", "DKK"]],
+      ["DEXSLUS", "Sri Lankan rupee (LKR per USD)", "LKR", "daily", ["USDLKR", "LKR"]],
+      ["DEXSFUS", "South African rand (ZAR per USD)", "ZAR", "daily", ["USDZAR", "ZAR"]],
+      ["DEXVZUS", "Venezuelan bolivar (VES per USD)", "VES", "daily", ["USDVES", "VES"]],
+      ["DTWEXBGS", "Broad dollar index", "index", "daily", ["dollar", "trade weighted"]],
+      ["DTWEXAFEGS", "Dollar index against advanced economies", "index", "daily", ["dollar", "trade weighted"]],
+      ["DTWEXEMEGS", "Dollar index against emerging markets", "index", "daily", ["dollar", "trade weighted"]],
+      ["RTWEXBGS", "Real broad dollar index", "index", "monthly", ["dollar", "trade weighted", "real"]],
+      ["RTWEXAFEGS", "Real dollar index against advanced economies", "index", "monthly", ["dollar", "trade weighted", "real"]],
+      ["RTWEXEMEGS", "Real dollar index against emerging markets", "index", "monthly", ["dollar", "trade weighted", "real"]],
+    ],
+  },
+  {
+    group: "Energy",
+    rows: [
+      ["DCOILWTICO", "WTI crude oil spot", "USD/barrel", "daily", ["oil", "crude"]],
+      ["WCOILWTICO", "WTI crude oil spot (weekly)", "USD/barrel", "weekly", ["oil", "crude"]],
+      ["DCOILBRENTEU", "Brent crude oil spot", "USD/barrel", "daily", ["oil", "crude"]],
+      ["DHHNGSP", "Henry Hub natural gas spot", "USD/MMBtu", "daily", ["natural gas"]],
+      ["NATURALGAS", "Natural gas consumption", "billion cubic feet", "monthly", ["natural gas"]],
+    ],
+  },
+  {
+    group: "Valuation",
+    rows: [
+      ["NCBEILQ027S", "Nonfinancial corporate equities (Z.1)", "million USD", "quarterly", ["market cap", "Buffett"]],
+      ["FBCELLQ027S", "Financial sector corporate equities (Z.1)", "million USD", "quarterly", ["market cap"]],
+      ["BOGZ1FL153064486Q", "Household corporate equity holdings (Z.1)", "million USD", "quarterly", ["households", "equity allocation"]],
+      ["BOGZ1FL663067003Q", "Broker-dealer customer receivables (Z.1)", "million USD", "quarterly", ["margin debt"]],
+      ["CPROFIT", "Corporate profits after tax", "billion USD", "quarterly", ["earnings", "profits"]],
+      ["TNWMVBSNNCB", "Nonfinancial corporate net worth (Z.1)", "million USD", "quarterly", ["Tobin's Q"]],
+    ],
+  },
+];
+
+/** The FRED series the rates and macro panes chart, each listed once. */
+export const FRED_CATALOG_SERIES: readonly SeriesDefinition[] = GROUPS.flatMap(({ group, rows }) => (
+  rows.map(([seriesId, name, unit, frequency, tags]): SeriesDefinition => ({
+    id: `fred:${seriesId}`,
+    name,
+    unit,
+    frequency,
+    group,
+    ...(tags?.length ? { tags } : {}),
+    publisher: "FRED",
+    url: fredSeriesUrl(seriesId),
+    expression: `FRED:${seriesId}`,
+  }))
+));

package/src/plugins/builtin/econ/fred-series-map.ts

@@ -75,52 +75,6 @@ export function resolveFredMapping(eventTitle: string, country: string): FredMap
   return null;
 }
 
-const SERIES_LABELS: Record<string, string> = {
-  CPIAUCSL: "Consumer price index · seasonally adjusted",
-  CPIAUCNS: "Consumer price index · not seasonally adjusted",
-  CPILFESL: "Core consumer price index · seasonally adjusted",
-  CPILFENS: "Core consumer price index · not seasonally adjusted",
-  PPIFIS: "Producer price index · final demand",
-  GDPC1: "Real gross domestic product",
-  PAYEMS: "Total nonfarm payroll employment",
-  DFEDTARU: "Federal funds target range · upper limit",
-};
-
-const FRED_CATALOG_SERIES: ReadonlyArray<{ seriesId: string; label: string }> = (() => {
-  const labels = new Map<string, string>();
-  for (const [key, mapping] of Object.entries(SERIES_MAP)) {
-    const existing = labels.get(mapping.seriesId);
-    if (existing == null || key.length < existing.length) {
-      labels.set(mapping.seriesId, key);
-    }
-  }
-  return [...labels.entries()].map(([seriesId, key]) => ({
-    seriesId,
-    label: SERIES_LABELS[seriesId] ?? key.replace(/\b\w/g, (char) => char.toUpperCase()),
-  }));
-})();
-
-/**
- * Macro series the catalog should offer that are not economic-calendar releases, so
- * they have no natural home in SERIES_MAP above.
- */
-const EXTRA_CATALOG_SERIES: ReadonlyArray<{ seriesId: string; label: string }> = [
-  { seriesId: "M2SL", label: "M2 Money Stock" },
-  { seriesId: "WCOILWTICO", label: "WTI crude oil spot price · weekly" },
-  { seriesId: "NATURALGAS", label: "Natural gas consumption · monthly" },
-  { seriesId: "DFII10", label: "10Y TIPS Real Yield" },
-  { seriesId: "NCBEILQ027S", label: "Corporate Equities, Z.1" },
-  { seriesId: "TNWMVBSNNCB", label: "Corporate Net Worth, Z.1" },
-];
-
-export function listFredCatalogSeries(): ReadonlyArray<{ seriesId: string; label: string }> {
-  const known = new Set(FRED_CATALOG_SERIES.map((entry) => entry.seriesId));
-  return [
-    ...FRED_CATALOG_SERIES,
-    ...EXTRA_CATALOG_SERIES.filter((entry) => !known.has(entry.seriesId)),
-  ];
-}
-
 export function projectFredHistory(observations: readonly DatedObservation[], mapping: FredMapping) {
   return applyTransform(observations, mapping.displayMode);
 }

package/src/plugins/builtin/econ/index.tsx

@@ -17,6 +17,7 @@ import type { PaneProps } from "../../../types/plugin";
 import type { PluginModule } from "../plugin-module";
 import { colors, blendHex } from "../../../theme/colors";
 import type { EconEvent } from "./types";
+import { FRED_CATALOG_SERIES } from "./fred-catalog";
 import { EconDetailView } from "./detail-view";
 import {
   COUNTRY_CYCLE,
@@ -405,6 +406,7 @@ function EconCalendarPane({ focused, width, height }: PaneProps) {
 }
 
 export const economicCalendarModule: PluginModule = {
+  series: FRED_CATALOG_SERIES,
   panes: [{
     id: "econ-calendar",
     reportFreshness: { status: "not-a-feed", basis: "calendar" },

package/src/plugins/builtin/econ-statistics/defs.ts

@@ -45,6 +45,11 @@ export interface StatDef {
   /** Drives the chart axis and the cursor readout. */
   axisUnit: "%" | "";
   formatValue: (value: number) => string;
+  /**
+   * A spread, kept in percentage points like every level here: the pane draws
+   * it as such, but a text report reads it in basis points like GC does.
+   */
+  basisPoints?: boolean;
   /** A level that means something: the Fed's target, zero for a spread. */
   reference: { value: number; label: string } | null;
   /** How old the newest print may get before the pane flags it stale. */

package/src/plugins/builtin/econ-statistics/headless.ts

@@ -3,7 +3,9 @@ import type {
   HeadlessPaneDefinition,
   HeadlessPaneEntry,
 } from "../../../types/plugin";
+import { formatBasisPoints, toBasisPoints } from "../../../utils/basis-points";
 import { formatNumber } from "../../../utils/format";
+import type { StatDef } from "./defs";
 import {
   createStatSeriesLoader,
   loadStatsBundle,
@@ -14,8 +16,13 @@ import { STAT_CATEGORIES } from "./defs";
 import { DEFAULT_STAT_ID, resolveStatArg, STATS } from "./stats";
 import { selectStatViews, type StatRangeId, type StatViewModel } from "./view";
 
+/** How a report reads a statistic: a spread in basis points, everything else as the pane does. */
+function reportFormat(stat: StatDef): (value: number) => string {
+  return stat.basisPoints ? (value) => formatBasisPoints(value) : stat.formatValue;
+}
+
 function detailEntries(view: StatViewModel): HeadlessPaneEntry[] {
-  const format = view.stat.formatValue;
+  const format = reportFormat(view.stat);
   return [
     { label: "Latest", value: view.latest.value, formatted: format(view.latest.value) },
     {
@@ -100,9 +107,14 @@ export function projectStatsHeadlessBundle(
         id: view.stat.id,
         indicator: view.stat.shortLabel,
         latest: view.latest.value,
-        formattedLatest: view.stat.formatValue(view.latest.value),
+        formattedLatest: reportFormat(view.stat)(view.latest.value),
         previous: view.previous?.value ?? null,
-        formattedPrevious: view.previous ? view.stat.formatValue(view.previous.value) : "-",
+        formattedPrevious: view.previous ? reportFormat(view.stat)(view.previous.value) : "-",
+        // A spread's values stay in percentage points; these carry the figures its text shows.
+        ...(view.stat.basisPoints ? {
+          latestBasisPoints: toBasisPoints(view.latest.value),
+          previousBasisPoints: view.previous ? toBasisPoints(view.previous.value) : null,
+        } : {}),
         percentile: view.percentile,
         asOf: view.latest.date,
         reading: view.reading,
@@ -121,7 +133,10 @@ export function projectStatsHeadlessBundle(
       ...(selected ? [{ title: selected.stat.label, entries: detailEntries(selected) }] : []),
     ],
     errors: bundle.errors,
-    notes: [`%ile is the share of past readings at or below the latest one, over ${PERCENTILE_WINDOW[range]}.`],
+    notes: [
+      `%ile is the share of past readings at or below the latest one, over ${PERCENTILE_WINDOW[range]}.`
+      + (range === "ALL" ? "" : " Full history: --range ALL."),
+    ],
     metadata: {
       fetchedAt: bundle.fetchedAt,
       fetchedAtComplete: bundle.fetchedAtComplete,

package/src/plugins/builtin/econ-statistics/stats.ts

@@ -433,6 +433,7 @@ export const STATS: readonly StatDef[] = [
     direction: "higher-is-good",
     axisUnit: "%",
     formatValue: pct2,
+    basisPoints: true,
     reference: { value: 0, label: "inversion" },
     staleAfterMs: DAILY,
     note: "The curve spread. Below zero it has preceded every modern recession.",

package/src/plugins/builtin/equity-screener/headless.ts

@@ -36,9 +36,9 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
     aliases: ["EQS"],
     dataRequirements: ["Gloom Cloud stored screener snapshot"],
     limitations: [
-      "Covered stored universe, not every listed equity",
-      "Ranks are cross-sectional and dates differ by field",
-      "Observed-subset insider activity cannot establish an absence",
+      "Covered stored universe, not every listed equity.",
+      "Ranks are cross-sectional and dates differ by field.",
+      "Observed-subset insider activity cannot establish an absence.",
     ],
   },
   async load(args, ctx) {

package/src/plugins/builtin/equity-screener/pane.tsx

@@ -45,6 +45,7 @@ import {
 } from "../../../api-client/equity-screener";
 import type { PaneProps } from "../../../types/plugin";
 import { formatPercentileRank } from "../../../utils/format";
+import { useOpenDescription } from "../shared/open-description";
 import { useResearchCloudSession } from "../shared/research-cloud-session";
 import { INITIAL_STREAM_RANGE, streamWindowRows } from "../shared/use-quote-board";
 import { usePlanAccess } from "../../../api-client/plan-access";
@@ -205,7 +206,8 @@ function EquityScreenView({
   const colors = useThemeColors(),
     dialog = useDialog(),
     host = useRendererHost();
-  const { notify, createPaneFromTemplate } = usePluginAppActions();
+  const { notify } = usePluginAppActions();
+  const openDescription = useOpenDescription();
   const session = useResearchCloudSession(),
     access = usePlanAccess();
   const [definition, setDefinition] = usePluginPaneState("definition", initial);
@@ -314,16 +316,7 @@ function EquityScreenView({
     setActionError(null);
   };
   const research = () => {
-    if (selected)
-      createPaneFromTemplate("new-ticker-detail-pane", {
-        symbol: selected.symbol,
-        listing: {
-          name: selected.name ?? selected.symbol,
-          exchange: selected.exchange,
-          currency: selected.currency ?? "",
-          type: "STK",
-        },
-      });
+    if (selected) openDescription(selected.symbol, selected.exchange);
   };
   const startSave = () => {
     if (!access.emailVerified) { switchMode("saved"); return; }

package/src/plugins/builtin/estimate-revisions/headless.ts

@@ -29,9 +29,9 @@ export const estimateRevisionsHeadless: HeadlessPaneDefinition<"bundle"> = {
     aliases: ["EM", "GUID", "EEO"],
     dataRequirements: ["Gloom Cloud analyst snapshots"],
     limitations: [
-      "Actual collection days and provider backfills remain separate",
-      "Range dispersion is not standard deviation",
-      "Guidance has no inferred numeric comparison",
+      "Actual collection days and provider backfills remain separate.",
+      "Range dispersion is not standard deviation.",
+      "Guidance has no inferred numeric comparison.",
     ],
   },
   describe: (args) => `Estimate revisions ${args.symbols[0] ?? ""}`,

package/src/plugins/builtin/exposure/drivers.ts

@@ -16,6 +16,19 @@ export function driverValue(row: ExposureExtensionObservation): string {
   if (row.range?.high != null) return `${row.qualifier === "less_than" ? "<" : "≤"} ${number(row.range.high)}`;
   return row.valueText ?? (row.status ? row.status.charAt(0).toUpperCase() + row.status.slice(1) : "Unknown");
 }
+/** The value with its unit in one cell, as the report prints it: 201.18B USD, ≈ 70%. Wording without a number stands alone. */
+export function driverAmount(row: ExposureExtensionObservation): string {
+  const value = driverValue(row);
+  if (row.value === null && row.range?.low == null && row.range?.high == null) return value;
+  const units = driverUnits(row);
+  return units === "%" || units === "x" ? `${value}${units}` : `${value} ${units}`;
+}
+const NAMED_DIMENSIONS = ["segment", "product", "geography", "region", "cohort"];
+/** What a figure covers, in words, the segment, product or geography it names first: Americas · geographic segment. */
+export function driverScope(row: ExposureExtensionObservation): string {
+  const rank = (key: string) => NAMED_DIMENSIONS.includes(key) ? 0 : key === "comparison" ? 2 : 1;
+  return Object.entries(row.dimensions ?? {}).sort(([a], [b]) => rank(a) - rank(b)).map(([, value]) => value.replaceAll("_", " ")).join(" · ");
+}
 export function driverRows(data: ExposurePayload): ExposureRow[] {
   return data.holdings.flatMap(holding => (holding.extensions ?? []).map(driver => ({
     id: `${holding.symbol}:${driver.id}`, symbol: holding.symbol, shockId: "", label: driver.label,