build: macro cycle kr.json
Browse files- macro/cycle/kr.json +34 -34
macro/cycle/kr.json
CHANGED
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@@ -1,35 +1,35 @@
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{
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"market": "KR",
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"phase": "recovery",
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"phaseLabel": "회복",
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"confidence": "high",
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"signals": [
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"CLI 급등 (+1.10)"
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],
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"sectorStrategy": {
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"high": "overweight",
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"moderate": "overweight",
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"defensive": "neutral",
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"low": "neutral"
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},
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"transition": null,
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"quadrant": {
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"quadrant": "stagflation",
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"quadrantLabel": "스태그플레이션",
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"growth": "falling",
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"growthSignal": -20.0,
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"inflation": "rising",
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"inflationSignal": 0.94,
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"assetImplication": {
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"equity": "underweight",
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"bond": "underweight",
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"commodity": "overweight",
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"gold": "overweight",
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"tips": "overweight",
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"cash": "overweight"
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},
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"confidence": "high",
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"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
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},
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"computedAt": "2026-06-
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}
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{
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"market": "KR",
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"phase": "recovery",
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"phaseLabel": "회복",
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"confidence": "high",
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| 6 |
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"signals": [
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"CLI 급등 (+1.10)"
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| 8 |
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],
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"sectorStrategy": {
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"high": "overweight",
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"moderate": "overweight",
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"defensive": "neutral",
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"low": "neutral"
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},
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"transition": null,
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"quadrant": {
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"quadrant": "stagflation",
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"quadrantLabel": "스태그플레이션",
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| 19 |
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"growth": "falling",
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| 20 |
+
"growthSignal": -20.0,
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| 21 |
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"inflation": "rising",
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"inflationSignal": 0.94,
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"assetImplication": {
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"equity": "underweight",
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"bond": "underweight",
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"commodity": "overweight",
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"gold": "overweight",
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"tips": "overweight",
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"cash": "overweight"
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},
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"confidence": "high",
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"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
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},
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"computedAt": "2026-06-12T23:26:26.723315+00:00"
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}
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