File size: 923 Bytes
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"market": "US",
"phase": "slowdown",
"phaseLabel": "둔화",
"confidence": "medium",
"status": "observed",
"observedInputs": 7,
"totalInputs": 8,
"signals": [
"HY 스프레드 안정 (314bp)",
"수익률곡선 평탄화 (+0.37%)",
"CPI 4.0% — 물가 과열, 둔화 전조"
],
"sectorStrategy": {
"defensive": "overweight",
"moderate": "neutral",
"high": "underweight",
"low": "neutral"
},
"transition": null,
"quadrant": {
"quadrant": "reflation",
"quadrantLabel": "리플레이션",
"growth": "rising",
"growthSignal": 663441.0,
"inflation": "rising",
"inflationSignal": 24.25,
"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": "2026-10-30T01:41:45.730438+00:00"
} |