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spb/wp29_uqo

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# Data audit (P1)

All SHA-256 values recomputed with shasum -a 256 and match data/README.md.

file data rows cols range NaN dup dates min / max
current_vintage.csv 318 2 1947-04-01 … 2026-07-01 0 0 -28.0 / 34.9
vintages/..._2024-01-31.csv 307 2 1947-04-01 … 2023-10-01 0 0 -28.0 / 34.8
vintages/..._2024-04-30.csv 308 2 … 2024-01-01 0 0 -28.0 / 34.8
vintages/..._2024-07-31.csv 309 2 … 2024-04-01 0 0 -28.0 / 34.8
vintages/..._2024-10-31.csv 310 2 … 2024-07-01 0 0 -28.1 / 35.2
vintages/..._2025-01-31.csv 311 2 … 2024-10-01 0 0 -28.1 / 35.2
vintages/..._2025-04-30.csv 312 2 … 2025-01-01 0 0 -28.1 / 35.2
vintages/..._2025-07-31.csv 313 2 … 2025-04-01 0 0 -28.1 / 35.2
vintages/..._2025-12-31.csv 314 2 … 2025-07-01 0 0 -28.0 / 34.9
first_release.csv 13 3 quarters 2023-07-01 … 2026-07-01 0 0 -0.3 / 4.9

Units: percent change from preceding quarter, SAAR (percentage points). Quarterly spacing 90–92 days, no gaps.

Anomalies / notes:

  • 2020Q2 (≈-28) and 2020Q3 (≈+35) pandemic outliers in every file. Handling: excluded from the model's regression sample (pairs whose y or lag lies in 2020Q2–2020Q3); naive unaffected.
  • Origins unevenly spaced: 2025Q3 advance estimate delayed by the 2025 shutdown, so origin 8 is 2025-12-31. Target 2025Q4 is the h=2 target of origin 7 and the h=1 target of origin 8; it enters both horizon samples.
  • Revisions between vintages are visible (e.g. 2025Q2: 3.0 in 2025-07-31 vintage, 3.8 in 2025-12-31 vintage).
  • Availability: current_vintage.csv violates the real-time rule for estimation; used only for the revision statistic. analysis.py asserts that each target's first_release_vintage_date is after its origin.
  • Process incident: a working directory slip briefly created data/out/state/ (my own state files only); it was moved to out/state/ and removed; data/ hashes re-verified unchanged afterwards.
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