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eddmpython commited on 9 days ago

Commit

22d732f

·

verified ·

1 Parent(s): 539cacb

build: macro cycle us.json

Files changed (1) hide show

macro/cycle/us.json +15 -15

macro/cycle/us.json CHANGED Viewed

@@ -1,31 +1,31 @@
 {
 "market": "US",
-"phase": "expansion",
-"phaseLabel": "확장",
-"confidence": "low",
 "signals": [
-"HY 스프레드 안정 (284bp)",
 "수익률곡선 평탄화 (+0.45%)",
 "금 급등 (YoY +27.9%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
 "sectorStrategy": {
-"high": "overweight",
-"moderate": "overweight",
-"defensive": "neutral",
 "low": "neutral"
 },
 "transition": {
-"from": "expansion",
-"to": "slowdown",
-"progress": 25,
 "triggered": [
-"term_spread_flattening"
 ],
 "pending": [
-"hy_spread_widening",
-"bei_overheating",
-"vix_rising"
 ]
 },
 "quadrant": {
@@ -46,5 +46,5 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-07-29T23:11:44.033962+00:00"
 }

 {
 "market": "US",
+"phase": "slowdown",
+"phaseLabel": "둔화",
+"confidence": "medium",
 "signals": [
+"HY 스프레드 안정 (287bp)",
 "수익률곡선 평탄화 (+0.45%)",
+"VIX 상승 (20.7)",
 "금 급등 (YoY +27.9%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
 "sectorStrategy": {
+"defensive": "overweight",
+"moderate": "neutral",
+"high": "underweight",
 "low": "neutral"
 },
 "transition": {
+"from": "slowdown",
+"to": "contraction",
+"progress": 33,
 "triggered": [
+"gold_surging"
 ],
 "pending": [
+"vix_spiking",
+"term_spread_inverted"
 ]
 },
 "quadrant": {
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
+"computedAt": "2026-07-30T23:18:00.362395+00:00"
 }