갱신: dashboards JSON (mapBuild)
Browse files
landing/dashboards/finance-us.json
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landing/dashboards/macro.json
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@@ -1,6 +1,6 @@
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{
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"version": "v20",
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"asOf": "2026-07-
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"kr": {
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"market": "KR",
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"phase": "recovery",
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@@ -34,7 +34,7 @@
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"confidence": "high",
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"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
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| 36 |
},
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"computedAt": "2026-07-
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},
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"us": {
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"market": "US",
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@@ -42,8 +42,8 @@
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"phaseLabel": "둔화",
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"confidence": "medium",
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"signals": [
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"HY 스프레드 안정 (
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"수익률곡선 평탄화 (+0.
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| 47 |
"금 급등 (YoY +37.3%)",
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"CPI 4.3% — 물가 과열, 둔화 전조"
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],
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@@ -69,7 +69,7 @@
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"quadrant": "reflation",
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"quadrantLabel": "리플레이션",
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"growth": "rising",
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"growthSignal":
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"inflation": "rising",
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"inflationSignal": 26.71,
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"assetImplication": {
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@@ -83,12 +83,12 @@
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"confidence": "high",
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"description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
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},
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"computedAt": "2026-07-
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},
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"transmission": {
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"market": "KR",
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"sectorKey": null,
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"asOf": "2026-07-
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"drivers": [
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{
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"id": "BAMLH0A0HYM2",
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@@ -110,8 +110,8 @@
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"sourceLineage": {
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"source": "FRED",
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"sourceSeriesId": "BAMLH0A0HYM2",
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"date": "2026-
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| 114 |
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"value": 2.
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| 115 |
"unit": "%p",
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"artifactPath": "macro/fred/observations.parquet",
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"asOfPolicy": "observation_date <= price_as_of",
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@@ -250,8 +250,8 @@
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"sourceLineage": {
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"source": "ECOS",
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"sourceSeriesId": "USDKRW",
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"date": "2026-07-
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"value":
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"unit": "원",
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"artifactPath": "macro/ecos/observations.parquet",
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"asOfPolicy": "observation_date <= price_as_of",
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@@ -521,8 +521,8 @@
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"id": "driver:BAMLH0A0HYM2",
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"driverId": "BAMLH0A0HYM2",
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"status": "observed",
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"date": "2026-
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"value": 2.
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"unit": "%p",
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"sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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},
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@@ -566,8 +566,8 @@
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"id": "driver:USDKRW",
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"driverId": "USDKRW",
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"status": "observed",
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"date": "2026-07-
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| 570 |
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"value":
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"unit": "원",
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"sourceRef": "macro/ecos/observations.parquet#USDKRW"
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}
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@@ -651,7 +651,7 @@
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"regime": {
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"kr": {
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"market": "KR",
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"computedAt": "2026-07-
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"forecast": {
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"models": {
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"lei": {
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@@ -693,35 +693,35 @@
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},
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"us": {
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"market": "US",
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"computedAt": "2026-07-
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"forecast": {
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"models": {
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"probit": {
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"probability": 0.
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"probabilityRounded": 0.
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"zone": "moderate",
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"zoneLabel": "보통",
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"spread": 0.
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"horizon": "12M",
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"timeKind": "leading",
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"precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
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"asOf": "2026-07-
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"seriesId": "T10Y3M",
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"staleAfterDays": 7
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},
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"sahm": {
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-
"value": 0.
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"triggered": false,
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"zone": "normal",
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"zoneLabel": "정상",
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"horizon": "realtime",
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"timeKind": "trigger(동행)",
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"asOf": "2026-
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"seriesId": "UNRATE",
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"staleAfterDays": 45
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},
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"lei": {
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-
"level":
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"mom6m": null,
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"signal": "expansion",
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"signalLabel": "확장",
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@@ -750,12 +750,12 @@
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"missing": []
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},
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"rates": {
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"spread10y3m": 0.
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"sign": "+",
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| 755 |
"curveShape": "steep_normal",
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"curveShapeLabel": "가파른정상",
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"curveSource": "NelsonSiegel.interpretation",
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-
"asOf": "2026-07-
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| 759 |
"seriesId": "T10Y3M",
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"staleAfterDays": 7,
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"missing": []
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{
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"version": "v20",
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+
"asOf": "2026-07-03",
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"kr": {
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"market": "KR",
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"phase": "recovery",
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"confidence": "high",
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"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
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},
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"computedAt": "2026-07-02T23:11:48.721768+00:00"
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},
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"us": {
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"market": "US",
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"phaseLabel": "둔화",
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"confidence": "medium",
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"signals": [
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+
"HY 스프레드 안정 (274bp)",
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| 46 |
+
"수익률곡선 평탄화 (+0.35%)",
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| 47 |
"금 급등 (YoY +37.3%)",
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| 48 |
"CPI 4.3% — 물가 과열, 둔화 전조"
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],
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"quadrant": "reflation",
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"quadrantLabel": "리플레이션",
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"growth": "rising",
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+
"growthSignal": 657323.0,
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"inflation": "rising",
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"inflationSignal": 26.71,
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"assetImplication": {
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| 83 |
"confidence": "high",
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| 84 |
"description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
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},
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+
"computedAt": "2026-07-02T23:11:48.825861+00:00"
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},
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"transmission": {
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"market": "KR",
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"sectorKey": null,
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+
"asOf": "2026-07-02",
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"drivers": [
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{
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"id": "BAMLH0A0HYM2",
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"sourceLineage": {
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"source": "FRED",
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"sourceSeriesId": "BAMLH0A0HYM2",
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"date": "2026-07-01",
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"value": 2.74,
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"unit": "%p",
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"artifactPath": "macro/fred/observations.parquet",
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"asOfPolicy": "observation_date <= price_as_of",
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"sourceLineage": {
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"source": "ECOS",
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"sourceSeriesId": "USDKRW",
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+
"date": "2026-07-02",
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+
"value": 1555.8,
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| 255 |
"unit": "원",
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"artifactPath": "macro/ecos/observations.parquet",
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"asOfPolicy": "observation_date <= price_as_of",
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"id": "driver:BAMLH0A0HYM2",
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"driverId": "BAMLH0A0HYM2",
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| 523 |
"status": "observed",
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| 524 |
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"date": "2026-07-01",
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| 525 |
+
"value": 2.74,
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"unit": "%p",
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"sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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},
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"id": "driver:USDKRW",
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| 567 |
"driverId": "USDKRW",
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| 568 |
"status": "observed",
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| 569 |
+
"date": "2026-07-02",
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| 570 |
+
"value": 1555.8,
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| 571 |
"unit": "원",
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| 572 |
"sourceRef": "macro/ecos/observations.parquet#USDKRW"
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| 573 |
}
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| 651 |
"regime": {
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| 652 |
"kr": {
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| 653 |
"market": "KR",
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| 654 |
+
"computedAt": "2026-07-02T23:11:55.658679+00:00",
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| 655 |
"forecast": {
|
| 656 |
"models": {
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| 657 |
"lei": {
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| 693 |
},
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| 694 |
"us": {
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| 695 |
"market": "US",
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| 696 |
+
"computedAt": "2026-07-02T23:11:55.715562+00:00",
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| 697 |
"forecast": {
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| 698 |
"models": {
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| 699 |
"probit": {
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| 700 |
+
"probability": 0.1692,
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| 701 |
+
"probabilityRounded": 0.15,
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| 702 |
"zone": "moderate",
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| 703 |
"zoneLabel": "보통",
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| 704 |
+
"spread": 0.67,
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| 705 |
"horizon": "12M",
|
| 706 |
"timeKind": "leading",
|
| 707 |
"precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
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| 708 |
+
"asOf": "2026-07-02",
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| 709 |
"seriesId": "T10Y3M",
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| 710 |
"staleAfterDays": 7
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| 711 |
},
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| 712 |
"sahm": {
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| 713 |
+
"value": 0.07,
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| 714 |
"triggered": false,
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| 715 |
"zone": "normal",
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| 716 |
"zoneLabel": "정상",
|
| 717 |
"horizon": "realtime",
|
| 718 |
"timeKind": "trigger(동행)",
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| 719 |
+
"asOf": "2026-06-01",
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| 720 |
"seriesId": "UNRATE",
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| 721 |
"staleAfterDays": 45
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| 722 |
},
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| 723 |
"lei": {
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| 724 |
+
"level": 6231458.47,
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| 725 |
"mom6m": null,
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| 726 |
"signal": "expansion",
|
| 727 |
"signalLabel": "확장",
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| 750 |
"missing": []
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| 751 |
},
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| 752 |
"rates": {
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| 753 |
+
"spread10y3m": 0.67,
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| 754 |
"sign": "+",
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| 755 |
"curveShape": "steep_normal",
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| 756 |
"curveShapeLabel": "가파른정상",
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| 757 |
"curveSource": "NelsonSiegel.interpretation",
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| 758 |
+
"asOf": "2026-07-02",
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| 759 |
"seriesId": "T10Y3M",
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| 760 |
"staleAfterDays": 7,
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| 761 |
"missing": []
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landing/dashboards/meta.json
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@@ -471,7 +471,7 @@
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},
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"005930": {
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"slug": "005930-samsung",
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| 474 |
-
"title": "삼성전자 (005930)
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| 475 |
"date": "2026-04-13",
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| 476 |
"excerpt": "<script>",
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| 477 |
"readTime": "10분"
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@@ -1024,8 +1024,8 @@
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},
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| 1025 |
"005380": {
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"slug": "005380-hyundai-motor",
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| 1027 |
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"title": "현대자동차 (005380)
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| 1028 |
-
"date": "2026-
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| 1029 |
"excerpt": "<script>",
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| 1030 |
"readTime": "10분"
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| 1031 |
},
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},
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| 472 |
"005930": {
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"slug": "005930-samsung",
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| 474 |
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"title": "삼성전자 (005930): 33년 메모리 1위가 처음 추월당한 해",
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"date": "2026-04-13",
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| 476 |
"excerpt": "<script>",
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"readTime": "10분"
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| 1024 |
},
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| 1025 |
"005380": {
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"slug": "005380-hyundai-motor",
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| 1027 |
+
"title": "현대자동차 (005380): 11.5조 벌고 6조가 빠져나가는 회사",
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| 1028 |
+
"date": "2026-07-03",
|
| 1029 |
"excerpt": "<script>",
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| 1030 |
"readTime": "10분"
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| 1031 |
},
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