build: macro cycle kr.json

macro/cycle/kr.json

@@ -12,22 +12,22 @@
 "sectorStrategy": {},
 "transition": null,
 "quadrant": {
-"quadrant": "deflation",
-"quadrantLabel": "디플레이션",
+"quadrant": "stagflation",
+"quadrantLabel": "스태그플레이션",
 "growth": "falling",
 "growthSignal": -17.0,
-"inflation": "falling",
-"inflationSignal": -0.13,
+"inflation": "rising",
+"inflationSignal": 0.05,
 "assetImplication": {
 "equity": "underweight",
-"bond": "overweight",
-"commodity": "underweight",
-"gold": "neutral",
-"tips": "underweight",
-"cash": "neutral"
+"bond": "underweight",
+"commodity": "overweight",
+"gold": "overweight",
+"tips": "overweight",
+"cash": "overweight"
 },
 "confidence": "medium",
-"description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
+"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-09-01T23:56:05.411906+00:00"
+"computedAt": "2026-09-02T23:58:14.215846+00:00"
 }