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갱신: dashboards JSON (mapBuild)

Browse files
landing/dashboards/finance-us.json CHANGED
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landing/dashboards/finance.json CHANGED
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landing/dashboards/macro.json CHANGED
@@ -1,6 +1,6 @@
1
  {
2
  "version": "v20",
3
- "asOf": "2026-08-20",
4
  "kr": {
5
  "market": "KR",
6
  "phase": null,
@@ -18,7 +18,7 @@
18
  "quadrant": "deflation",
19
  "quadrantLabel": "디플레이션",
20
  "growth": "falling",
21
- "growthSignal": -13.0,
22
  "inflation": "falling",
23
  "inflationSignal": -0.13,
24
  "assetImplication": {
@@ -32,19 +32,20 @@
32
  "confidence": "medium",
33
  "description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
34
  },
35
- "computedAt": "2026-08-19T22:18:51.800056+00:00"
36
  },
37
  "us": {
38
  "market": "US",
39
  "phase": "expansion",
40
  "phaseLabel": "확장",
41
- "confidence": "low",
42
  "status": "observed",
43
  "observedInputs": 7,
44
  "totalInputs": 8,
45
  "signals": [
46
- "HY 스프레드 안정 (275bp)",
47
- "수익률곡선 평탄화 (+0.46%)",
 
48
  "금 급등 (YoY +23.0%)",
49
  "CPI 3.5% — 인플레 동반 확장"
50
  ],
@@ -54,19 +55,7 @@
54
  "defensive": "neutral",
55
  "low": "neutral"
56
  },
57
- "transition": {
58
- "from": "expansion",
59
- "to": "slowdown",
60
- "progress": 25,
61
- "triggered": [
62
- "term_spread_flattening"
63
- ],
64
- "pending": [
65
- "hy_spread_widening",
66
- "bei_overheating",
67
- "vix_rising"
68
- ]
69
- },
70
  "quadrant": {
71
  "quadrant": "reflation",
72
  "quadrantLabel": "리플레이션",
@@ -85,15 +74,15 @@
85
  "confidence": "high",
86
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
87
  },
88
- "computedAt": "2026-08-19T22:18:51.926006+00:00"
89
  },
90
  "transmission": {
91
  "target": "KR:market",
92
  "stockCode": null,
93
  "market": "KR",
94
  "sectorKey": null,
95
- "asOf": "2026-08-20",
96
- "dataAsOf": "2026-08-19",
97
  "drivers": [
98
  {
99
  "id": "BAMLH0A0HYM2",
@@ -115,17 +104,17 @@
115
  "sourceLineage": {
116
  "source": "FRED",
117
  "sourceSeriesId": "BAMLH0A0HYM2",
118
- "date": "2026-08-18",
119
- "value": 2.75,
120
- "previousDate": "2026-08-17",
121
- "previousValue": 2.7,
122
- "change": 0.04999999999999982,
123
  "unit": "%p",
124
  "artifactPath": "macro/fred/observations.parquet",
125
  "asOfPolicy": "observation_date <= price_as_of",
126
  "status": "observed"
127
  },
128
- "signal": "rising"
129
  },
130
  {
131
  "id": "BASE_RATE",
@@ -147,9 +136,9 @@
147
  "sourceLineage": {
148
  "source": "ECOS",
149
  "sourceSeriesId": "BASE_RATE",
150
- "date": "2026-08-17",
151
  "value": 2.75,
152
- "previousDate": "2026-08-16",
153
  "previousValue": 2.75,
154
  "change": 0.0,
155
  "unit": "%",
@@ -275,11 +264,11 @@
275
  "sourceLineage": {
276
  "source": "ECOS",
277
  "sourceSeriesId": "USDKRW",
278
- "date": "2026-08-19",
279
- "value": 1397.7,
280
- "previousDate": "2026-08-18",
281
- "previousValue": 1411.8,
282
- "change": -14.099999999999909,
283
  "unit": "원",
284
  "artifactPath": "macro/ecos/observations.parquet",
285
  "asOfPolicy": "observation_date <= price_as_of",
@@ -492,8 +481,8 @@
492
  ],
493
  "evidenceLabel": "OBS",
494
  "sourceRef": "macro.transmission:edge:hy-risk-premium",
495
- "driverSignal": "rising",
496
- "impactDirection": "headwind",
497
  "resolvedEvidenceLevel": "observed",
498
  "companyEvidenceCoverage": 0.0,
499
  "matchedCompanyRequirements": [],
@@ -592,8 +581,8 @@
592
  "id": "driver:BAMLH0A0HYM2",
593
  "driverId": "BAMLH0A0HYM2",
594
  "status": "observed",
595
- "date": "2026-08-18",
596
- "value": 2.75,
597
  "unit": "%p",
598
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
599
  },
@@ -601,7 +590,7 @@
601
  "id": "driver:BASE_RATE",
602
  "driverId": "BASE_RATE",
603
  "status": "observed",
604
- "date": "2026-08-17",
605
  "value": 2.75,
606
  "unit": "%",
607
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -637,8 +626,8 @@
637
  "id": "driver:USDKRW",
638
  "driverId": "USDKRW",
639
  "status": "observed",
640
- "date": "2026-08-19",
641
- "value": 1397.7,
642
  "unit": "원",
643
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
644
  }
@@ -666,15 +655,15 @@
666
  "version": "1"
667
  },
668
  "time": {
669
- "asOf": "2026-08-20",
670
- "dataAsOf": "2026-08-19",
671
  "period": null,
672
- "knowledgeBoundary": "2026-08-20"
673
  },
674
  "status": "partial",
675
  "conclusion": {
676
- "label": "거시 전파 경로 혼재",
677
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개를 확인했지만 개별 회사 재무 근거에는 아직 바인딩되지 않았습니다."
678
  },
679
  "confidence": {
680
  "level": "medium",
@@ -685,10 +674,10 @@
685
  {
686
  "id": "BAMLH0A0HYM2",
687
  "label": "미국 HY 스프레드",
688
- "value": 2.75,
689
  "unit": "%p",
690
- "signal": "rising",
691
- "change": 0.04999999999999982,
692
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
693
  },
694
  {
@@ -730,10 +719,10 @@
730
  {
731
  "id": "USDKRW",
732
  "label": "원/달러",
733
- "value": 1397.7,
734
  "unit": "원",
735
  "signal": "falling",
736
- "change": -14.099999999999909,
737
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
738
  }
739
  ],
@@ -744,7 +733,7 @@
744
  "kind": "macroObservation",
745
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
746
  "status": "observed",
747
- "observedAt": "2026-08-18",
748
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
749
  },
750
  {
@@ -752,7 +741,7 @@
752
  "kind": "macroObservation",
753
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
754
  "status": "observed",
755
- "observedAt": "2026-08-17",
756
  "detail": "한국 기준금리 최신 관측과 직전 변화"
757
  },
758
  {
@@ -784,7 +773,7 @@
784
  "kind": "macroObservation",
785
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
786
  "status": "observed",
787
- "observedAt": "2026-08-19",
788
  "detail": "원/달러 최신 관측과 직전 변화"
789
  }
790
  ],
@@ -978,7 +967,7 @@
978
  "regime": {
979
  "kr": {
980
  "market": "KR",
981
- "computedAt": "2026-08-19T22:19:03.776994+00:00",
982
  "forecast": {
983
  "models": {
984
  "lei": {
@@ -1020,19 +1009,19 @@
1020
  },
1021
  "us": {
1022
  "market": "US",
1023
- "computedAt": "2026-08-19T22:19:04.047922+00:00",
1024
  "forecast": {
1025
  "models": {
1026
  "probit": {
1027
- "probability": 0.1507,
1028
  "probabilityRounded": 0.15,
1029
- "zone": "moderate",
1030
- "zoneLabel": "보통",
1031
- "spread": 0.79,
1032
  "horizon": "12M",
1033
  "timeKind": "leading",
1034
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
1035
- "asOf": "2026-08-19",
1036
  "seriesId": "T10Y3M",
1037
  "staleAfterDays": 7
1038
  },
@@ -1048,7 +1037,7 @@
1048
  "staleAfterDays": 45
1049
  },
1050
  "lei": {
1051
- "level": 6223627.6,
1052
  "mom6m": null,
1053
  "signal": "expansion",
1054
  "signalLabel": "확장",
@@ -1077,12 +1066,12 @@
1077
  "missing": []
1078
  },
1079
  "rates": {
1080
- "spread10y3m": 0.79,
1081
  "sign": "+",
1082
  "curveShape": "steep_normal",
1083
  "curveShapeLabel": "가파른정상",
1084
  "curveSource": "NelsonSiegel.interpretation",
1085
- "asOf": "2026-08-19",
1086
  "seriesId": "T10Y3M",
1087
  "staleAfterDays": 7,
1088
  "missing": []
 
1
  {
2
  "version": "v20",
3
+ "asOf": "2026-08-21",
4
  "kr": {
5
  "market": "KR",
6
  "phase": null,
 
18
  "quadrant": "deflation",
19
  "quadrantLabel": "디플레이션",
20
  "growth": "falling",
21
+ "growthSignal": -20.0,
22
  "inflation": "falling",
23
  "inflationSignal": -0.13,
24
  "assetImplication": {
 
32
  "confidence": "medium",
33
  "description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
34
  },
35
+ "computedAt": "2026-08-20T22:19:48.707988+00:00"
36
  },
37
  "us": {
38
  "market": "US",
39
  "phase": "expansion",
40
  "phaseLabel": "확장",
41
+ "confidence": "high",
42
  "status": "observed",
43
  "observedInputs": 7,
44
  "totalInputs": 8,
45
  "signals": [
46
+ "HY 스프레드 안정 (273bp)",
47
+ "수익률곡선 정상 (+0.50%)",
48
+ "VIX 안정 (14.9)",
49
  "금 급등 (YoY +23.0%)",
50
  "CPI 3.5% — 인플레 동반 확장"
51
  ],
 
55
  "defensive": "neutral",
56
  "low": "neutral"
57
  },
58
+ "transition": null,
 
 
 
 
 
 
 
 
 
 
 
 
59
  "quadrant": {
60
  "quadrant": "reflation",
61
  "quadrantLabel": "리플레이션",
 
74
  "confidence": "high",
75
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
76
  },
77
+ "computedAt": "2026-08-20T22:19:48.812852+00:00"
78
  },
79
  "transmission": {
80
  "target": "KR:market",
81
  "stockCode": null,
82
  "market": "KR",
83
  "sectorKey": null,
84
+ "asOf": "2026-08-21",
85
+ "dataAsOf": "2026-08-20",
86
  "drivers": [
87
  {
88
  "id": "BAMLH0A0HYM2",
 
104
  "sourceLineage": {
105
  "source": "FRED",
106
  "sourceSeriesId": "BAMLH0A0HYM2",
107
+ "date": "2026-08-19",
108
+ "value": 2.73,
109
+ "previousDate": "2026-08-18",
110
+ "previousValue": 2.75,
111
+ "change": -0.020000000000000018,
112
  "unit": "%p",
113
  "artifactPath": "macro/fred/observations.parquet",
114
  "asOfPolicy": "observation_date <= price_as_of",
115
  "status": "observed"
116
  },
117
+ "signal": "falling"
118
  },
119
  {
120
  "id": "BASE_RATE",
 
136
  "sourceLineage": {
137
  "source": "ECOS",
138
  "sourceSeriesId": "BASE_RATE",
139
+ "date": "2026-08-18",
140
  "value": 2.75,
141
+ "previousDate": "2026-08-17",
142
  "previousValue": 2.75,
143
  "change": 0.0,
144
  "unit": "%",
 
264
  "sourceLineage": {
265
  "source": "ECOS",
266
  "sourceSeriesId": "USDKRW",
267
+ "date": "2026-08-20",
268
+ "value": 1392.6,
269
+ "previousDate": "2026-08-19",
270
+ "previousValue": 1397.7,
271
+ "change": -5.100000000000136,
272
  "unit": "원",
273
  "artifactPath": "macro/ecos/observations.parquet",
274
  "asOfPolicy": "observation_date <= price_as_of",
 
481
  ],
482
  "evidenceLabel": "OBS",
483
  "sourceRef": "macro.transmission:edge:hy-risk-premium",
484
+ "driverSignal": "falling",
485
+ "impactDirection": "tailwind",
486
  "resolvedEvidenceLevel": "observed",
487
  "companyEvidenceCoverage": 0.0,
488
  "matchedCompanyRequirements": [],
 
581
  "id": "driver:BAMLH0A0HYM2",
582
  "driverId": "BAMLH0A0HYM2",
583
  "status": "observed",
584
+ "date": "2026-08-19",
585
+ "value": 2.73,
586
  "unit": "%p",
587
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
588
  },
 
590
  "id": "driver:BASE_RATE",
591
  "driverId": "BASE_RATE",
592
  "status": "observed",
593
+ "date": "2026-08-18",
594
  "value": 2.75,
595
  "unit": "%",
596
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
 
626
  "id": "driver:USDKRW",
627
  "driverId": "USDKRW",
628
  "status": "observed",
629
+ "date": "2026-08-20",
630
+ "value": 1392.6,
631
  "unit": "원",
632
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
633
  }
 
655
  "version": "1"
656
  },
657
  "time": {
658
+ "asOf": "2026-08-21",
659
+ "dataAsOf": "2026-08-20",
660
  "period": null,
661
+ "knowledgeBoundary": "2026-08-21"
662
  },
663
  "status": "partial",
664
  "conclusion": {
665
+ "label": "거시 순풍 경로 우세",
666
+ "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개를 확인했지만 개별 회사 재무 근거에는 아직 바인딩되지 않았습니다."
667
  },
668
  "confidence": {
669
  "level": "medium",
 
674
  {
675
  "id": "BAMLH0A0HYM2",
676
  "label": "미국 HY 스프레드",
677
+ "value": 2.73,
678
  "unit": "%p",
679
+ "signal": "falling",
680
+ "change": -0.020000000000000018,
681
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
682
  },
683
  {
 
719
  {
720
  "id": "USDKRW",
721
  "label": "원/달러",
722
+ "value": 1392.6,
723
  "unit": "원",
724
  "signal": "falling",
725
+ "change": -5.100000000000136,
726
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
727
  }
728
  ],
 
733
  "kind": "macroObservation",
734
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
735
  "status": "observed",
736
+ "observedAt": "2026-08-19",
737
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
738
  },
739
  {
 
741
  "kind": "macroObservation",
742
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
743
  "status": "observed",
744
+ "observedAt": "2026-08-18",
745
  "detail": "한국 기준금리 최신 관측과 직전 변화"
746
  },
747
  {
 
773
  "kind": "macroObservation",
774
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
775
  "status": "observed",
776
+ "observedAt": "2026-08-20",
777
  "detail": "원/달러 최신 관측과 직전 변화"
778
  }
779
  ],
 
967
  "regime": {
968
  "kr": {
969
  "market": "KR",
970
+ "computedAt": "2026-08-20T22:20:23.279455+00:00",
971
  "forecast": {
972
  "models": {
973
  "lei": {
 
1009
  },
1010
  "us": {
1011
  "market": "US",
1012
+ "computedAt": "2026-08-20T22:20:23.544427+00:00",
1013
  "forecast": {
1014
  "models": {
1015
  "probit": {
1016
+ "probability": 0.1463,
1017
  "probabilityRounded": 0.15,
1018
+ "zone": "low",
1019
+ "zoneLabel": "낮음",
1020
+ "spread": 0.82,
1021
  "horizon": "12M",
1022
  "timeKind": "leading",
1023
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
1024
+ "asOf": "2026-08-20",
1025
  "seriesId": "T10Y3M",
1026
  "staleAfterDays": 7
1027
  },
 
1037
  "staleAfterDays": 45
1038
  },
1039
  "lei": {
1040
+ "level": 6223653.41,
1041
  "mom6m": null,
1042
  "signal": "expansion",
1043
  "signalLabel": "확장",
 
1066
  "missing": []
1067
  },
1068
  "rates": {
1069
+ "spread10y3m": 0.82,
1070
  "sign": "+",
1071
  "curveShape": "steep_normal",
1072
  "curveShapeLabel": "가파른정상",
1073
  "curveSource": "NelsonSiegel.interpretation",
1074
+ "asOf": "2026-08-20",
1075
  "seriesId": "T10Y3M",
1076
  "staleAfterDays": 7,
1077
  "missing": []
landing/dashboards/quarters.json CHANGED
The diff for this file is too large to render. See raw diff