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# Data audit (P1)

All SHA-256 values below (first 16 hex shown; full hashes computed and identical to data/README.md and bundle.json). Rows = data rows after header.

file sha256 rows cols first obs last obs missing dup dates month gaps
data/RSAFS_current.csv 627d8bb386ac80f4… 417 2 1992-01-01 2026-09-01 0 0 0
data/UMCSENT.csv 3076277f9f21f4bd… 887 2 1952-11-01 2026-09-01 210 0 0
data/first_release.csv 1d1ae8b3cacf7799… 28 5 2024-06-01 2026-09-01 0 0 n/a
data/vintages/PAYEMS_vintage_2025-10-31.csv d4b4c909ed321fbf… 1040 2 1939-01-01 2025-08-01 0 0 0
data/vintages/PAYEMS_vintage_2025-11-30.csv a05ef7fc50cfc339… 1041 2 1939-01-01 2025-09-01 0 0 0
data/vintages/PAYEMS_vintage_2025-12-31.csv 829dae087af61916… 1043 2 1939-01-01 2025-11-01 0 0 0
data/vintages/PAYEMS_vintage_2026-01-31.csv 8fd01c5d2740e869… 1044 2 1939-01-01 2025-12-01 0 0 0
data/vintages/PAYEMS_vintage_2026-02-28.csv 4a913e67ac5ffbb4… 1045 2 1939-01-01 2026-01-01 0 0 0
data/vintages/PAYEMS_vintage_2026-03-31.csv 919de86b07be9046… 1046 2 1939-01-01 2026-02-01 0 0 0
data/vintages/PAYEMS_vintage_2026-04-30.csv 06a8d663d9aaa61c… 1047 2 1939-01-01 2026-03-01 0 0 0
data/vintages/PAYEMS_vintage_2026-05-31.csv e2a152e874139acd… 1048 2 1939-01-01 2026-04-01 0 0 0
data/vintages/PAYEMS_vintage_2026-06-30.csv 19fbc6cd3547ffad… 1049 2 1939-01-01 2026-05-01 0 0 0
data/vintages/PAYEMS_vintage_2026-07-31.csv 3a3a6603fcc31c6e… 1050 2 1939-01-01 2026-06-01 0 0 0
data/vintages/RSAFS_vintage_2025-10-31.csv 3ecb0832a391e726… 404 2 1992-01-01 2025-08-01 0 0 0
data/vintages/RSAFS_vintage_2025-11-30.csv 4a683d85374690f1… 405 2 1992-01-01 2025-09-01 0 0 0
data/vintages/RSAFS_vintage_2025-12-31.csv 436df4b5509b1dfe… 406 2 1992-01-01 2025-10-01 0 0 0
data/vintages/RSAFS_vintage_2026-01-31.csv b92ab6a5c1dbdc56… 407 2 1992-01-01 2025-11-01 0 0 0
data/vintages/RSAFS_vintage_2026-02-28.csv 2af0a3aaeeba81ef… 408 2 1992-01-01 2025-12-01 0 0 0
data/vintages/RSAFS_vintage_2026-03-31.csv 0316fdf238d55d9f… 409 2 1992-01-01 2026-01-01 0 0 0
data/vintages/RSAFS_vintage_2026-04-30.csv 02dcc697a1db3475… 411 2 1992-01-01 2026-03-01 0 0 0
data/vintages/RSAFS_vintage_2026-05-31.csv 8c3fe35302135896… 412 2 1992-01-01 2026-04-01 0 0 0
data/vintages/RSAFS_vintage_2026-06-30.csv 2f103157f4a9b7a3… 413 2 1992-01-01 2026-05-01 0 0 0
data/vintages/RSAFS_vintage_2026-07-31.csv 52c04a8fce2effa7… 414 2 1992-01-01 2026-06-01 0 0 0

Units: RSAFS millions USD SA; PAYEMS thousands of persons SA; UMCSENT index 1966Q1=100; first_release levels in millions USD, yoy in percent (log ×100).

# Findings / anomalies

  1. Irregular publication timing (RSAFS): last(V) = 2025-08 for V=2025-10-31 (two months lag; 2025-09 first appears 2025-11-30), 2026-01 for V=2026-03-31 (two-month lag), and V=2026-04-30 adds two months (2026-02, 2026-03). All other vintages end the month before V. Handled per task rule: targets are last(V)+h, not calendar-based.
  2. PAYEMS timing: vintage 2025-10-31 ends 2025-08, 2025-11-30 ends 2025-09, 2025-12-31 ends 2025-11 (no missing month; 2025-10 present from 2025-12-31). PAYEMS vintage 2026-02-28 shows a benchmark revision (2025-12 level 159,526 → 158,497). PAYEMS is not used in my model (see method), so no handling needed beyond documentation.
  3. UMCSENT: 210 empty values, all before 1978-01 (survey quarterly/not conducted). Not used in my model.
  4. Level break between last shipped vintage and current RSAFS: current file levels for 2025–2026 are ~4–5% below the vintage levels (e.g. 2026-06: 768,553 in vintage 2026-07-31 vs 732,898 now) — a large annual/benchmark revision after 2026-07-31. first_release.csv shows the break between target months 2026-07 (vintage 2026-08-31) and 2026-08 (vintage 2026-09-30). YoY rates are computed within a single vintage, so levels are consistent within each YoY; the break affects (i) the h=3 actuals of the last two origins (targets 2026-08, 2026-09, first released post-revision) and (ii) estimand (d). Documented; no adjustment.
  5. Revisions between consecutive shipped vintages are small (≤0.42% in level), affecting typically 4–5 recent months.
  6. No duplicates, no missing values in RSAFS/PAYEMS/first_release; no month gaps.

# Availability-rule compliance

  • RSAFS_current.csv is used only for estimand (d).
  • UMCSENT current vintage is not used in forecasts (allowed only months ≤ month(V); not needed).
  • first_release.csv used only as evaluation actuals.
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