갱신: macro.json asOf 2026-06-13 — macroProvider 회귀 수선 후 풀 shape(quadrant KR/US) 복원

landing/dashboards/macro.json

@@ -1,13 +1,13 @@
 {
 "version": "v19",
-"asOf": "2026-04-22",
+"asOf": "2026-06-13",
 "kr": {
 "market": "KR",
 "phase": "recovery",
 "phaseLabel": "회복",
 "confidence": "high",
 "signals": [
-"CLI 급등 (+1.00)"
+"CLI 급등 (+1.10)"
 ],
 "sectorStrategy": {
 "high": "overweight",
@@ -20,9 +20,9 @@
 "quadrant": "stagflation",
 "quadrantLabel": "스태그플레이션",
 "growth": "falling",
-"growthSignal": -6.9,
+"growthSignal": -20.0,
 "inflation": "rising",
-"inflationSignal": 0.65,
+"inflationSignal": 0.94,
 "assetImplication": {
 "equity": "underweight",
 "bond": "underweight",
@@ -33,33 +33,45 @@
 },
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
-}
+},
+"computedAt": "2026-06-12T15:39:37.996264+00:00"
 },
 "us": {
 "market": "US",
-"phase": "expansion",
-"phaseLabel": "확장",
+"phase": "slowdown",
+"phaseLabel": "둔화",
 "confidence": "medium",
 "signals": [
-"HY 스프레드 안정 (287bp)",
-"수익률곡선 정상 (+0.52%)",
-"금 급등 (YoY +62.1%)",
-"CPI 3.3% — 인플레 동반 확장"
+"HY 스프레드 안정 (280bp)",
+"수익률곡선 평탄화 (+0.40%)",
+"금 급등 (YoY +39.5%)",
+"CPI 4.3% — 물가 과열, 둔화 전조"
 ],
 "sectorStrategy": {
-"high": "overweight",
-"moderate": "overweight",
-"defensive": "neutral",
+"defensive": "overweight",
+"moderate": "neutral",
+"high": "underweight",
 "low": "neutral"
 },
-"transition": null,
+"transition": {
+"from": "slowdown",
+"to": "contraction",
+"progress": 33,
+"triggered": [
+"gold_surging"
+],
+"pending": [
+"vix_spiking",
+"term_spread_inverted"
+]
+},
 "quadrant": {
 "quadrant": "reflation",
 "quadrantLabel": "리플레이션",
 "growth": "rising",
-"growthSignal": 619557.0,
+"growthSignal": 662678.0,
 "inflation": "rising",
-"inflationSignal": 26.04,
+"inflationSignal": 26.71,
 "assetImplication": {
 "equity": "overweight",
 "bond": "underweight",
@@ -70,68 +82,69 @@
 },
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
-}
+},
+"computedAt": "2026-06-12T15:39:38.196754+00:00"
 },
 "sectorTailwind": {
 "automotive": {
 "kr": 0.4,
-"us": 0.5,
-"blended": 0.44
+"us": -0.3,
+"blended": 0.12
 },
 "biotech": {
 "kr": 0.0,
-"us": 0.1,
-"blended": 0.04
+"us": 0.2,
+"blended": 0.08
 },
 "chemicals": {
 "kr": 0.3,
-"us": 0.2,
-"blended": 0.26
+"us": -0.2,
+"blended": 0.1
 },
 "construction": {
 "kr": 0.5,
-"us": 0.3,
-"blended": 0.42
+"us": -0.4,
+"blended": 0.14
 },
 "display": {
 "kr": 0.3,
-"us": 0.4,
-"blended": 0.34
+"us": -0.2,
+"blended": 0.1
 },
 "energy": {
 "kr": 0.3,
-"us": 0.0,
-"blended": 0.18
+"us": 0.1,
+"blended": 0.22
 },
 "finance": {
 "kr": 0.4,
-"us": 0.3,
-"blended": 0.36
+"us": -0.1,
+"blended": 0.2
 },
 "it_software": {
 "kr": 0.4,
-"us": 0.5,
-"blended": 0.44
+"us": 0.1,
+"blended": 0.28
 },
 "retail": {
 "kr": 0.3,
-"us": 0.4,
-"blended": 0.34
+"us": -0.2,
+"blended": 0.1
 },
 "semiconductor": {
 "kr": 0.5,
-"us": 0.6,
-"blended": 0.54
+"us": -0.2,
+"blended": 0.22
 },
 "shipbuilding": {
 "kr": 0.3,
-"us": 0.4,
-"blended": 0.34
+"us": -0.1,
+"blended": 0.14
 },
 "steel": {
 "kr": 0.4,
-"us": 0.2,
-"blended": 0.32
+"us": -0.3,
+"blended": 0.12
 }
 }
 }