DataClaw: A Process-Oriented Agent Benchmark for Exploratory Real-World Data Analysis

Evaluating autonomous data analysis agents requires testing their ability to perform exploratory analysis in underexplored data environments. However, many existing benchmarks emphasize final answer accuracy in prior-guided data settings and provide limited support for reasoning process evaluation. We introduce DataClaw, a process-oriented benchmark for exploratory real-world data analysis. DataClaw contains approximately 2.06 million real-world records across enterprise, industry and policy domains, with native data noise preserved. It further includes 492 cross-domain tasks derived from think-tank consulting scenarios, each annotated with intermediate milestones for process-level evaluation. These annotations allow DataClaw to measure how far an agent progresses and where its reasoning breaks down. Experiments with eight advanced LLMs show that current agents remain far from reliable in this setting, with seven models achieving below 50% overall accuracy. Process analysis further reveals partial progress hidden behind wrong answers and distinct exploration strategies across models. Overall, DataClaw provides a less data constrained diagnostic testbed for probing the capability boundaries of autonomous data-analysis agents.

Simulating Macroeconomic Expectations using LLM Agents

We introduce a novel framework for simulating macroeconomic expectation formation using Large Language Model-Empowered Agents (LLM Agents). By constructing thousands of LLM Agents equipped with modules for personal characteristics, prior expectations, and knowledge, we replicate a survey experiment involving households and experts on inflation and unemployment. Our results show that although the expectations and thoughts generated by LLM Agents are more homogeneous than those of human participants, they still effectively capture key heterogeneity across agents and the underlying drivers of expectation formation. Furthermore, a module-ablation exercise highlights the critical role of prior expectations in simulating such heterogeneity. This approach complements traditional survey methods and offers new insights into AI behavioral science in macroeconomic research.