add market-regime guard (SPY trend) — inform + warn

New market_regime_service computes a benchmark (SPY) trend from its 50/200-day
SMAs, cached in a SystemSetting and refreshed by a nightly job; GET /market/regime
exposes it. Dashboard shows a regime banner; setup cards flag a counter-trend
caution when a setup fights the regime (LONG in a bearish market / SHORT in a
bullish one). Informational only — nothing is suppressed.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

app/scheduler.py

@@ -35,6 +35,7 @@ from app.providers.fundamentals_chain import build_fundamental_provider_chain
 from app.providers.protocol import SentimentData
 from app.services import fundamental_service, ingestion_service, sentiment_service
 from app.services.alert_service import dispatch_alerts
+from app.services.market_regime_service import update_market_regime
 from app.services.outcome_service import evaluate_pending_setups
 from app.services.rr_scanner_service import scan_all_tickers
 from app.services.sentiment_provider_service import build_sentiment_provider
@@ -133,6 +134,17 @@ _job_runtime: dict[str, dict[str, object]] = {
         "finished_at": None,
         "message": None,
     },
+    "market_regime": {
+        "running": False,
+        "status": "idle",
+        "processed": 0,
+        "total": None,
+        "progress_pct": None,
+        "current_ticker": None,
+        "started_at": None,
+        "finished_at": None,
+        "message": None,
+    },
 }
 
 
@@ -802,6 +814,42 @@ async def dispatch_alerts_job() -> None:
         }))
 
 
+# ---------------------------------------------------------------------------
+# Job: Market Regime
+# ---------------------------------------------------------------------------
+
+
+async def compute_market_regime() -> None:
+    """Refresh the cached benchmark (SPY) trend regime."""
+    job_name = "market_regime"
+    logger.info(json.dumps({"event": "job_start", "job": job_name}))
+    _runtime_start(job_name, total=1)
+
+    try:
+        async with async_session_factory() as db:
+            if not await _is_job_enabled(db, job_name):
+                logger.info(json.dumps({"event": "job_skipped", "job": job_name, "reason": "disabled"}))
+                _runtime_finish(job_name, "skipped", processed=0, total=1, message="Disabled")
+                return
+
+            regime = await update_market_regime(db)
+
+        _runtime_progress(job_name, processed=1, total=1)
+        _runtime_finish(
+            job_name, "completed", processed=1, total=1,
+            message=f"Regime: {regime.get('label')}",
+        )
+        logger.info(json.dumps({"event": "job_complete", "job": job_name, "label": regime.get("label")}))
+    except Exception as exc:
+        _runtime_finish(job_name, "error", processed=0, total=1, message=str(exc))
+        logger.error(json.dumps({
+            "event": "job_error",
+            "job": job_name,
+            "error_type": type(exc).__name__,
+            "message": str(exc),
+        }))
+
+
 # ---------------------------------------------------------------------------
 # Job: Ticker Universe Sync
 # ---------------------------------------------------------------------------
@@ -951,6 +999,16 @@ def configure_scheduler() -> None:
         replace_existing=True,
     )
 
+    # Market Regime — nightly benchmark trend refresh
+    scheduler.add_job(
+        compute_market_regime,
+        "interval",
+        hours=24,
+        id="market_regime",
+        name="Market Regime",
+        replace_existing=True,
+    )
+
     logger.info(
         json.dumps({
             "event": "scheduler_configured",