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build: macro cycle us.json

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  1. macro/cycle/us.json +5 -5
macro/cycle/us.json CHANGED
@@ -7,10 +7,10 @@
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  "observedInputs": 7,
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  "totalInputs": 8,
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  "signals": [
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- "HY 스프레드 안정 (271bp)",
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- "수익률곡선 평탄화 (+0.39%)",
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  "금 급등 (YoY +23.0%)",
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- "CPI 3.5% — 인플레 동반 확장"
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  ],
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  "sectorStrategy": {
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  "high": "overweight",
@@ -37,7 +37,7 @@
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  "growth": "rising",
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  "growthSignal": 663566.0,
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  "inflation": "rising",
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- "inflationSignal": 24.83,
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  "assetImplication": {
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  "equity": "overweight",
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  "bond": "underweight",
@@ -49,5 +49,5 @@
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  "confidence": "high",
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  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
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  },
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- "computedAt": "2026-09-11T00:15:15.462536+00:00"
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  }
 
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  "observedInputs": 7,
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  "totalInputs": 8,
9
  "signals": [
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+ "HY 스프레드 안정 (270bp)",
11
+ "수익률곡선 평탄화 (+0.33%)",
12
  "금 급등 (YoY +23.0%)",
13
+ "CPI 3.7% — 인플레 동반 확장"
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  ],
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  "sectorStrategy": {
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  "high": "overweight",
 
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  "growth": "rising",
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  "growthSignal": 663566.0,
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  "inflation": "rising",
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+ "inflationSignal": 24.5,
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  "assetImplication": {
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  "equity": "overweight",
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  "bond": "underweight",
 
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  "confidence": "high",
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  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
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  },
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+ "computedAt": "2026-09-11T23:57:24.893988+00:00"
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  }