build: macro cycle kr.json

macro/cycle/kr.json

@@ -12,22 +12,22 @@
 "sectorStrategy": {},
 "transition": null,
 "quadrant": {
-"quadrant": "stagflation",
-"quadrantLabel": "스태그플레이션",
+"quadrant": "deflation",
+"quadrantLabel": "디플레이션",
 "growth": "falling",
 "growthSignal": -20.0,
-"inflation": "rising",
-"inflationSignal": 0.52,
+"inflation": "falling",
+"inflationSignal": -0.13,
 "assetImplication": {
 "equity": "underweight",
-"bond": "underweight",
-"commodity": "overweight",
-"gold": "overweight",
-"tips": "overweight",
-"cash": "overweight"
+"bond": "overweight",
+"commodity": "underweight",
+"gold": "neutral",
+"tips": "underweight",
+"cash": "neutral"
 },
-"confidence": "high",
-"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
+"confidence": "medium",
+"description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
 },
-"computedAt": "2026-08-04T23:31:17.282902+00:00"
+"computedAt": "2026-08-05T23:29:45.150193+00:00"
 }