build: macro cycle us.json

macro/cycle/us.json

@@ -1,49 +1,49 @@
-{
-"market": "US",
-"phase": "slowdown",
-"phaseLabel": "둔화",
-"confidence": "medium",
-"signals": [
-"HY 스프레드 안정 (280bp)",
-"수익률곡선 평탄화 (+0.40%)",
-"금 급등 (YoY +39.5%)",
-"CPI 4.3% — 물가 과열, 둔화 전조"
-],
-"sectorStrategy": {
-"defensive": "overweight",
-"moderate": "neutral",
-"high": "underweight",
-"low": "neutral"
-},
-"transition": {
-"from": "slowdown",
-"to": "contraction",
-"progress": 33,
-"triggered": [
-"gold_surging"
-],
-"pending": [
-"vix_spiking",
-"term_spread_inverted"
-]
-},
-"quadrant": {
-"quadrant": "reflation",
-"quadrantLabel": "리플레이션",
-"growth": "rising",
-"growthSignal": 662678.0,
-"inflation": "rising",
-"inflationSignal": 26.71,
-"assetImplication": {
-"equity": "overweight",
-"bond": "underweight",
-"commodity": "overweight",
-"gold": "neutral",
-"tips": "overweight",
-"cash": "underweight"
-},
-"confidence": "high",
-"description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
-},
-"computedAt": "2026-06-12T15:39:38.196754+00:00"
+{
+"market": "US",
+"phase": "slowdown",
+"phaseLabel": "둔화",
+"confidence": "medium",
+"signals": [
+"HY 스프레드 안정 (278bp)",
+"수익률곡선 평탄화 (+0.39%)",
+"금 급등 (YoY +39.5%)",
+"CPI 4.3% — 물가 과열, 둔화 전조"
+],
+"sectorStrategy": {
+"defensive": "overweight",
+"moderate": "neutral",
+"high": "underweight",
+"low": "neutral"
+},
+"transition": {
+"from": "slowdown",
+"to": "contraction",
+"progress": 33,
+"triggered": [
+"gold_surging"
+],
+"pending": [
+"vix_spiking",
+"term_spread_inverted"
+]
+},
+"quadrant": {
+"quadrant": "reflation",
+"quadrantLabel": "리플레이션",
+"growth": "rising",
+"growthSignal": 662678.0,
+"inflation": "rising",
+"inflationSignal": 26.71,
+"assetImplication": {
+"equity": "overweight",
+"bond": "underweight",
+"commodity": "overweight",
+"gold": "neutral",
+"tips": "overweight",
+"cash": "underweight"
+},
+"confidence": "high",
+"description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
+},
+"computedAt": "2026-06-12T23:26:26.824733+00:00"
 }