add Eurostat + UK ONS sources; valuation/bubble/economy/bonds groups; aggregate read; market-open header

Three new data sources hooked into the existing SOURCES registry. All
open APIs, no keys:

  - EUROSTAT: prefix EUROSTAT:dataset?dim=val&... — current EU bond
    yields (Bund/OAT/BTP/EZ) and Eurozone economic indicators that
    FRED's OECD-mirror series stopped updating in 2022-2023.
  - ONS: prefix ONS:topic/cdid/dataset — current UK CPI, unemployment,
    GDP, industrial production. Replaces the 5+ month-stale FRED
    LRHUTTTTGBM156S mirror.

New indicator groups in default.toml feed the strategic/fundamental
lens we converged on: valuation (CAPE/Buffett anchors), bubble_watch
(SKEW/VVIX/RSP vs SPY/HYG vs TLT/IPO/crypto), economy (multi-region,
ALL current-or-stale-flagged), bonds (UK/EU/US/JPN sovereign yields).

Indicator panel now opens with an AI "read" interpretation per group
(generated hourly at :07 UTC alongside an aggregate cross-group read
shown in the dashboard header). The aggregate is grounded by a markets
strip — NYSE/LSE/Frankfurt/Tokyo/HK/Shanghai with open/closed LEDs and
next-open countdown, computed locally from each exchange's tz.

Other UX bits: indicator-row tooltips populated from TOML notes;
rows whose last observation is >90 days old get a 'stale' chip;
ghost symbols (in DB but no longer in TOML) filtered out of the
panel; Eurostat/ONS symbols display as short codes rather than the
full API path.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

alembic/versions/0004_indicator_summaries.py

@@ -0,0 +1,43 @@
+"""indicator_summaries — short AI-generated read per indicator group
+
+Revision ID: 0004
+Revises: 0003
+Create Date: 2026-05-15
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+
+revision: str = "0004"
+down_revision: Union[str, None] = "0003"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        "indicator_summaries",
+        sa.Column("id", sa.BigInteger, primary_key=True, autoincrement=True),
+        sa.Column("group_name", sa.String(64), nullable=False),
+        sa.Column("generated_at", sa.DateTime(timezone=True), nullable=False),
+        sa.Column("model", sa.String(64), nullable=False),
+        sa.Column("tone", sa.String(16)),
+        sa.Column("analysis", sa.String(16)),
+        sa.Column("prompt_version", sa.Integer, nullable=False, server_default=sa.text("1")),
+        sa.Column("content", sa.Text, nullable=False),
+        sa.Column("prompt_tokens", sa.Integer),
+        sa.Column("completion_tokens", sa.Integer),
+        sa.Column("cost_usd", sa.Float),
+    )
+    op.create_index(
+        "ix_indsumm_group_generated",
+        "indicator_summaries",
+        ["group_name", "generated_at"],
+    )
+
+
+def downgrade() -> None:
+    op.drop_index("ix_indsumm_group_generated", table_name="indicator_summaries")
+    op.drop_table("indicator_summaries")