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dartlab-data

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eddmpython commited on about 14 hours ago

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ad0d6b6

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verified ·

1 Parent(s): cf43541

build: macro cycle us.json

Files changed (1) hide show

macro/cycle/us.json +6 -7

macro/cycle/us.json CHANGED Viewed

@@ -2,15 +2,14 @@
 "market": "US",
 "phase": "slowdown",
 "phaseLabel": "둔화",
-"confidence": "high",
 "status": "observed",
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (342bp)",
-"수익률곡선 평탄화 (+0.32%)",
-"VIX 상승 (25.6)",
-"CPI 4.0% — 물가 과열, 둔화 전조"
 ],
 "sectorStrategy": {
 "defensive": "overweight",
@@ -25,7 +24,7 @@
 "growth": "rising",
 "growthSignal": 677197.0,
 "inflation": "rising",
-"inflationSignal": 24.25,
 "assetImplication": {
 "equity": "overweight",
 "bond": "underweight",
@@ -37,5 +36,5 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-11-10T04:09:38.375563+00:00"
 }

 "market": "US",
 "phase": "slowdown",
 "phaseLabel": "둔화",
+"confidence": "medium",
 "status": "observed",
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
+"HY 스프레드 안정 (334bp)",
+"수익률곡선 평탄화 (+0.25%)",
+"CPI 4.1% — 물가 과열, 둔화 전조"
 ],
 "sectorStrategy": {
 "defensive": "overweight",
 "growth": "rising",
 "growthSignal": 677197.0,
 "inflation": "rising",
+"inflationSignal": 24.12,
 "assetImplication": {
 "equity": "overweight",
 "bond": "underweight",
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
+"computedAt": "2026-11-11T01:49:59.264815+00:00"
 }