Produce a "Q2 2026 Investment Committee Materials Pack."

Objective: Create meeting-ready investment committee documents for a USD multi-asset portfolio.

Requirements:
1. Output a summary document `committee_pack.md` with at least the following sections: macro outlook, equities, rates, credit, commodities, portfolio risk, and action list.
2. Output an Excel workbook (.xlsx) with at least these sheets: `macro_dashboard`, `equity_watchlist`, `rates_credit`, `commodity_view`, `portfolio_risk`, `action_tracker`.
3. In `action_tracker`, provide actionable items for Q2 2026, each with: trigger condition, target position change, risk control threshold, and review date.
4. Additionally output `devil_advocate.md`, specifically rebutting your own core investment views with at least 5 counter-arguments.
5. Additionally output `sources.md` listing key data sources and dates.

Execution requirements: Plan first, then execute; conclude with a "10-minute oral briefing outline for the investment committee."
