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eddmpython
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dartlab-data

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eddmpython commited on about 21 hours ago

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3585963

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verified ·

1 Parent(s): 2ae1e75

build: macro cycle us.json

Files changed (1) hide show

macro/cycle/us.json +4 -4

macro/cycle/us.json CHANGED Viewed

@@ -7,8 +7,8 @@
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (284bp)",
-"수익률곡선 평탄화 (+0.45%)",
 "금 급등 (YoY +27.9%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
@@ -35,7 +35,7 @@
 "quadrant": "reflation",
 "quadrantLabel": "리플레이션",
 "growth": "rising",
-"growthSignal": 657323.0,
 "inflation": "rising",
 "inflationSignal": 25.52,
 "assetImplication": {
@@ -49,5 +49,5 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-08-03T23:28:20.844236+00:00"
 }

 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
+"HY 스프레드 안정 (278bp)",
+"수익률곡선 평탄화 (+0.43%)",
 "금 급등 (YoY +27.9%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
 "quadrant": "reflation",
 "quadrantLabel": "리플레이션",
 "growth": "rising",
+"growthSignal": 656497.0,
 "inflation": "rising",
 "inflationSignal": 25.52,
 "assetImplication": {
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
+"computedAt": "2026-08-04T23:31:17.393796+00:00"
 }