User Prompt

Translate the macroeconomic scenario below into a structured view for the
Brazilian stock market (B3).

TASK
Produce:

1. scenario_summary: 1-2 sentences restating the scenario in your own words,
   reflecting the ACTUAL input (do not use a generic template).

2. positive_sectors: the TOP 5 sectors that benefit, each with a "sector" name
   and a "rationale" (1-2 sentences) describing the transmission mechanism
   specific to THIS scenario.

3. negative_sectors: the TOP 5 sectors that are hurt, same structure.

4. positive_tickers: 3 B3 tickers most positively exposed, each with "ticker"
   and a "rationale" grounded in company characteristics.

5. negative_tickers: 3 B3 tickers most negatively exposed, same structure.

6. market_risks: the TOP 3 risks that would prevent this thesis from
   materializing.

7. confidence_score: an integer 1-10 reflecting how confident you are in the
   transmission, with a "confidence_rationale" string explaining the number.

OUTPUT CONTRACT (return ONLY this JSON object, no fences, no extra text):
{{
  "scenario_summary": "string",
  "positive_sectors": [{{"sector": "string", "rationale": "string"}}],
  "negative_sectors": [{{"sector": "string", "rationale": "string"}}],
  "positive_tickers": [{{"ticker": "string", "rationale": "string"}}],
  "negative_tickers": [{{"ticker": "string", "rationale": "string"}}],
  "market_risks": ["string", "string", "string"],
  "confidence_score": 0,
  "confidence_rationale": "string",
  "investment_view": "string (1-2 sentences: net positioning implied)"
}}

MACRO SCENARIO (your single source of truth):
{scenario}