| name | stock-sector |
| description | Sector and macro context for an industry or stock. Use when the user asks about a sector, industry dynamics, macro tailwinds, competitive landscape, or market structure. |
Give me the macro and sector setup in 4 sections:
- SECULAR TAILWINDS — what structural forces drive this sector for the next decade?
- CYCLE POSITION — where are we in the industry cycle? Early / mid / late / downturn?
- REGULATORY ENVIRONMENT — what regulatory changes are pending and who do they help/hurt?
- COMPETITIVE INTENSITY — is the sector consolidating or fragmenting? Pricing trends?
Then: which 2–3 companies are best positioned to take share in the next downturn, and why?