Replication archive: Business-Cycle-Informed Asset Allocation - Regime-Conditioned Portfolio Construction for Institutional Investors, 1970-2026 (JPM-093437)

Frozen evidence base for the article of the same title, revised for The Journal of Portfolio Management special issue on Multi-Asset Strategies and Asset Allocation. Contains the complete monthly US business-cycle phase chronology 1970-2026, sleeve market series, the six portfolio paths and drawdowns, episode and subperiod tables, the 0-6-month action-delay ladder, phase-conditional correlations at four decimals, the NBER/OECD correspondence study with runnable scripts, and the point-in-time replay protocol and results record. See README.md for contents. The classification's constituent series, weights, and construction are proprietary and not deposited; the article's results are functions of the published chronology and public market prices. Nothing here is investment advice.