analysis-macro-regime

Layer 2 (Analysis) — pure compute, NO I/O. This skill consumes pre-fetched macro indicator JSONs (one per country) and classifies each country into an Investment Clock (IC) phase + Hedgeye GIP quadrant. It does NOT call any data source; all fetching happens upstream in data-{country}/pack.py --pack regime-pack.

Five-country macro regime classifier (US / JP / TW / KR / CN) using the Investment Clock + Hedgeye GIP framework, extended with US real-rate decomposition (breakeven + TIPS). Input JSONs follow the regime-pack contract from each data-{country} skill. Output is a structured regime-card JSON suitable for downstream report skills (e.g. report-equity-memo, report-portfolio-review).

Framework + per-country threshold details: references/investment-clock-cheatsheet.md + references/thresholds-{country}.md.