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Commit
597c2de
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1 Parent(s): 5daf600

갱신: dashboards JSON (mapBuild)

Browse files
landing/dashboards/finance-us.json CHANGED
The diff for this file is too large to render. See raw diff
 
landing/dashboards/macro.json CHANGED
@@ -1,6 +1,6 @@
1
  {
2
  "version": "v20",
3
- "asOf": "2026-07-02",
4
  "kr": {
5
  "market": "KR",
6
  "phase": "recovery",
@@ -34,7 +34,7 @@
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  "confidence": "high",
35
  "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
36
  },
37
- "computedAt": "2026-07-01T23:26:43.826660+00:00"
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  },
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  "us": {
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  "market": "US",
@@ -42,8 +42,8 @@
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  "phaseLabel": "둔화",
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  "confidence": "medium",
44
  "signals": [
45
- "HY 스프레드 안정 (275bp)",
46
- "수익률곡선 평탄화 (+0.31%)",
47
  "금 급등 (YoY +37.3%)",
48
  "CPI 4.3% — 물가 과열, 둔화 전조"
49
  ],
@@ -69,7 +69,7 @@
69
  "quadrant": "reflation",
70
  "quadrantLabel": "리플레이션",
71
  "growth": "rising",
72
- "growthSignal": 662678.0,
73
  "inflation": "rising",
74
  "inflationSignal": 26.71,
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  "assetImplication": {
@@ -83,12 +83,12 @@
83
  "confidence": "high",
84
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
85
  },
86
- "computedAt": "2026-07-01T23:26:43.926905+00:00"
87
  },
88
  "transmission": {
89
  "market": "KR",
90
  "sectorKey": null,
91
- "asOf": "2026-07-01",
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  "drivers": [
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  {
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  "id": "BAMLH0A0HYM2",
@@ -110,8 +110,8 @@
110
  "sourceLineage": {
111
  "source": "FRED",
112
  "sourceSeriesId": "BAMLH0A0HYM2",
113
- "date": "2026-06-30",
114
- "value": 2.75,
115
  "unit": "%p",
116
  "artifactPath": "macro/fred/observations.parquet",
117
  "asOfPolicy": "observation_date <= price_as_of",
@@ -250,8 +250,8 @@
250
  "sourceLineage": {
251
  "source": "ECOS",
252
  "sourceSeriesId": "USDKRW",
253
- "date": "2026-07-01",
254
- "value": 1554.9,
255
  "unit": "원",
256
  "artifactPath": "macro/ecos/observations.parquet",
257
  "asOfPolicy": "observation_date <= price_as_of",
@@ -521,8 +521,8 @@
521
  "id": "driver:BAMLH0A0HYM2",
522
  "driverId": "BAMLH0A0HYM2",
523
  "status": "observed",
524
- "date": "2026-06-30",
525
- "value": 2.75,
526
  "unit": "%p",
527
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
528
  },
@@ -566,8 +566,8 @@
566
  "id": "driver:USDKRW",
567
  "driverId": "USDKRW",
568
  "status": "observed",
569
- "date": "2026-07-01",
570
- "value": 1554.9,
571
  "unit": "원",
572
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
573
  }
@@ -651,7 +651,7 @@
651
  "regime": {
652
  "kr": {
653
  "market": "KR",
654
- "computedAt": "2026-07-01T23:26:48.615117+00:00",
655
  "forecast": {
656
  "models": {
657
  "lei": {
@@ -693,35 +693,35 @@
693
  },
694
  "us": {
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  "market": "US",
696
- "computedAt": "2026-07-01T23:26:48.670552+00:00",
697
  "forecast": {
698
  "models": {
699
  "probit": {
700
- "probability": 0.1756,
701
- "probabilityRounded": 0.2,
702
  "zone": "moderate",
703
  "zoneLabel": "보통",
704
- "spread": 0.63,
705
  "horizon": "12M",
706
  "timeKind": "leading",
707
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
708
- "asOf": "2026-07-01",
709
  "seriesId": "T10Y3M",
710
  "staleAfterDays": 7
711
  },
712
  "sahm": {
713
- "value": 0.1,
714
  "triggered": false,
715
  "zone": "normal",
716
  "zoneLabel": "정상",
717
  "horizon": "realtime",
718
  "timeKind": "trigger(동행)",
719
- "asOf": "2026-05-01",
720
  "seriesId": "UNRATE",
721
  "staleAfterDays": 45
722
  },
723
  "lei": {
724
- "level": 6282234.87,
725
  "mom6m": null,
726
  "signal": "expansion",
727
  "signalLabel": "확장",
@@ -750,12 +750,12 @@
750
  "missing": []
751
  },
752
  "rates": {
753
- "spread10y3m": 0.63,
754
  "sign": "+",
755
  "curveShape": "steep_normal",
756
  "curveShapeLabel": "가파른정상",
757
  "curveSource": "NelsonSiegel.interpretation",
758
- "asOf": "2026-07-01",
759
  "seriesId": "T10Y3M",
760
  "staleAfterDays": 7,
761
  "missing": []
 
1
  {
2
  "version": "v20",
3
+ "asOf": "2026-07-03",
4
  "kr": {
5
  "market": "KR",
6
  "phase": "recovery",
 
34
  "confidence": "high",
35
  "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
36
  },
37
+ "computedAt": "2026-07-02T23:11:48.721768+00:00"
38
  },
39
  "us": {
40
  "market": "US",
 
42
  "phaseLabel": "둔화",
43
  "confidence": "medium",
44
  "signals": [
45
+ "HY 스프레드 안정 (274bp)",
46
+ "수익률곡선 평탄화 (+0.35%)",
47
  "금 급등 (YoY +37.3%)",
48
  "CPI 4.3% — 물가 과열, 둔화 전조"
49
  ],
 
69
  "quadrant": "reflation",
70
  "quadrantLabel": "리플레이션",
71
  "growth": "rising",
72
+ "growthSignal": 657323.0,
73
  "inflation": "rising",
74
  "inflationSignal": 26.71,
75
  "assetImplication": {
 
83
  "confidence": "high",
84
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
85
  },
86
+ "computedAt": "2026-07-02T23:11:48.825861+00:00"
87
  },
88
  "transmission": {
89
  "market": "KR",
90
  "sectorKey": null,
91
+ "asOf": "2026-07-02",
92
  "drivers": [
93
  {
94
  "id": "BAMLH0A0HYM2",
 
110
  "sourceLineage": {
111
  "source": "FRED",
112
  "sourceSeriesId": "BAMLH0A0HYM2",
113
+ "date": "2026-07-01",
114
+ "value": 2.74,
115
  "unit": "%p",
116
  "artifactPath": "macro/fred/observations.parquet",
117
  "asOfPolicy": "observation_date <= price_as_of",
 
250
  "sourceLineage": {
251
  "source": "ECOS",
252
  "sourceSeriesId": "USDKRW",
253
+ "date": "2026-07-02",
254
+ "value": 1555.8,
255
  "unit": "원",
256
  "artifactPath": "macro/ecos/observations.parquet",
257
  "asOfPolicy": "observation_date <= price_as_of",
 
521
  "id": "driver:BAMLH0A0HYM2",
522
  "driverId": "BAMLH0A0HYM2",
523
  "status": "observed",
524
+ "date": "2026-07-01",
525
+ "value": 2.74,
526
  "unit": "%p",
527
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
528
  },
 
566
  "id": "driver:USDKRW",
567
  "driverId": "USDKRW",
568
  "status": "observed",
569
+ "date": "2026-07-02",
570
+ "value": 1555.8,
571
  "unit": "원",
572
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
573
  }
 
651
  "regime": {
652
  "kr": {
653
  "market": "KR",
654
+ "computedAt": "2026-07-02T23:11:55.658679+00:00",
655
  "forecast": {
656
  "models": {
657
  "lei": {
 
693
  },
694
  "us": {
695
  "market": "US",
696
+ "computedAt": "2026-07-02T23:11:55.715562+00:00",
697
  "forecast": {
698
  "models": {
699
  "probit": {
700
+ "probability": 0.1692,
701
+ "probabilityRounded": 0.15,
702
  "zone": "moderate",
703
  "zoneLabel": "보통",
704
+ "spread": 0.67,
705
  "horizon": "12M",
706
  "timeKind": "leading",
707
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
708
+ "asOf": "2026-07-02",
709
  "seriesId": "T10Y3M",
710
  "staleAfterDays": 7
711
  },
712
  "sahm": {
713
+ "value": 0.07,
714
  "triggered": false,
715
  "zone": "normal",
716
  "zoneLabel": "정상",
717
  "horizon": "realtime",
718
  "timeKind": "trigger(동행)",
719
+ "asOf": "2026-06-01",
720
  "seriesId": "UNRATE",
721
  "staleAfterDays": 45
722
  },
723
  "lei": {
724
+ "level": 6231458.47,
725
  "mom6m": null,
726
  "signal": "expansion",
727
  "signalLabel": "확장",
 
750
  "missing": []
751
  },
752
  "rates": {
753
+ "spread10y3m": 0.67,
754
  "sign": "+",
755
  "curveShape": "steep_normal",
756
  "curveShapeLabel": "가파른정상",
757
  "curveSource": "NelsonSiegel.interpretation",
758
+ "asOf": "2026-07-02",
759
  "seriesId": "T10Y3M",
760
  "staleAfterDays": 7,
761
  "missing": []
landing/dashboards/meta.json CHANGED
@@ -471,7 +471,7 @@
471
  },
472
  "005930": {
473
  "slug": "005930-samsung",
474
- "title": "삼성전자 (005930) 매출 334조, 반도체 빼면 영업이익률 7%",
475
  "date": "2026-04-13",
476
  "excerpt": "<script>",
477
  "readTime": "10분"
@@ -1024,8 +1024,8 @@
1024
  },
1025
  "005380": {
1026
  "slug": "005380-hyundai-motor",
1027
- "title": "현대자동차 (005380) 매출 186, 세계 3위인데 왜 BYD보다 싼가",
1028
- "date": "2026-04-13",
1029
  "excerpt": "<script>",
1030
  "readTime": "10분"
1031
  },
 
471
  },
472
  "005930": {
473
  "slug": "005930-samsung",
474
+ "title": "삼성전자 (005930): 33년 메모리 1위가 처음 추월당한 ",
475
  "date": "2026-04-13",
476
  "excerpt": "<script>",
477
  "readTime": "10분"
 
1024
  },
1025
  "005380": {
1026
  "slug": "005380-hyundai-motor",
1027
+ "title": "현대자동차 (005380): 11.5조 벌고 6 빠져나는 회사",
1028
+ "date": "2026-07-03",
1029
  "excerpt": "<script>",
1030
  "readTime": "10분"
1031
  },