build: macro cycle us.json

macro/cycle/us.json

@@ -1,30 +1,31 @@
 {
 "market": "US",
-"phase": "slowdown",
-"phaseLabel": "둔화",
-"confidence": "medium",
+"phase": "expansion",
+"phaseLabel": "확장",
+"confidence": "low",
 "signals": [
 "HY 스프레드 안정 (269bp)",
-"수익률곡선 평탄화 (+0.36%)",
+"수익률곡선 평탄화 (+0.40%)",
 "금 급등 (YoY +37.3%)",
-"CPI 4.3% — 물가 과열, 둔화 전조"
+"CPI 3.7% — 인플레 동반 확장"
 ],
 "sectorStrategy": {
-"defensive": "overweight",
-"moderate": "neutral",
-"high": "underweight",
+"high": "overweight",
+"moderate": "overweight",
+"defensive": "neutral",
 "low": "neutral"
 },
 "transition": {
-"from": "slowdown",
-"to": "contraction",
-"progress": 33,
+"from": "expansion",
+"to": "slowdown",
+"progress": 25,
 "triggered": [
-"gold_surging"
+"term_spread_flattening"
 ],
 "pending": [
-"vix_spiking",
-"term_spread_inverted"
+"hy_spread_widening",
+"bei_overheating",
+"vix_rising"
 ]
 },
 "quadrant": {
@@ -33,7 +34,7 @@
 "growth": "rising",
 "growthSignal": 657323.0,
 "inflation": "rising",
-"inflationSignal": 26.71,
+"inflationSignal": 25.52,
 "assetImplication": {
 "equity": "overweight",
 "bond": "underweight",
@@ -45,5 +46,5 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-07-13T22:59:47.216542+00:00"
+"computedAt": "2026-07-14T23:05:27.916501+00:00"
 }