Ideas: socioeconomic / macro effects panel

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Context

User asked: "When pinning a company to an idea... what socioeconomic effects is it under?"

v1 only shows per-company info (price, volume, news count). It does not surface macro context — what macroeconomic forces, sector dynamics, or supply-chain exposures the company sits inside.

What's missing

A separate panel (or section) on the ideas page that gives the macro picture for the companies pinned to the current sketch:

• Sector / industry heat — how the company's sector has performed vs market in the last 30 days
• Interest-rate sensitivity — beta vs 10y treasury yield, or a proxy
• FX exposure — for non-USD reporters or USD-exposed names, a heads-up on relevant pairs (EUR/USD, GBP/USD, JPY/USD)
• Commodity exposure — for energy/materials names, current state of relevant commodities (oil, gas, copper, gold)
• Macro indicator overlay — recent prints on CPI, unemployment, retail sales, Fed-funds expectations (we already have FRED + DBnomics wired via the economics page)

Why deferred from v1

This is genuinely a separate feature surface and design problem. Ideas v1 focuses on per-company pinning with metric grouping. The macro side reuses existing economics infra but needs its own panel design.

Possible build approach

1. New endpoint GET /api/sketches/{id}/macro-context that:
   • Walks the unique companies on the sketch
   • For each, derives sector + key commodity/FX exposures (from FMP profile)
   • Aggregates into a single macro context view
   • Joins with recent FRED/DBnomics prints
2. Panel renders below the company info grid on /ideas
3. Click-through on any macro indicator → existing /economics page

Definition of done

• Decide which 3-5 macro signals are most useful (this issue captures that)
• Endpoint exists and returns structured macro context for a sketch
• Panel renders on /ideas and is vim-navigable