갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-08-10",
+"asOf": "2026-08-11",
 "kr": {
 "market": "KR",
 "phase": null,
@@ -32,19 +32,20 @@
 "confidence": "medium",
 "description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
 },
-"computedAt": "2026-08-09T22:25:14.330955+00:00"
+"computedAt": "2026-08-10T23:02:18.077189+00:00"
 },
 "us": {
 "market": "US",
 "phase": "expansion",
 "phaseLabel": "확장",
-"confidence": "low",
+"confidence": "medium",
 "status": "observed",
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (271bp)",
-"수익률곡선 평탄화 (+0.46%)",
+"HY 스프레드 안정 (270bp)",
+"수익률곡선 평탄화 (+0.47%)",
+"VIX 안정 (14.9)",
 "금 급등 (YoY +27.9%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
@@ -85,15 +86,15 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-08-09T22:25:14.436203+00:00"
+"computedAt": "2026-08-10T23:02:18.193089+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-08-10",
-"dataAsOf": "2026-08-07",
+"asOf": "2026-08-11",
+"dataAsOf": "2026-08-10",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -115,11 +116,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-08-06",
-"value": 2.71,
-"previousDate": "2026-08-05",
-"previousValue": 2.75,
-"change": -0.040000000000000036,
+"date": "2026-08-07",
+"value": 2.7,
+"previousDate": "2026-08-06",
+"previousValue": 2.71,
+"change": -0.009999999999999787,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -147,9 +148,9 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
-"date": "2026-08-07",
+"date": "2026-08-10",
 "value": 2.75,
-"previousDate": "2026-08-06",
+"previousDate": "2026-08-09",
 "previousValue": 2.75,
 "change": 0.0,
 "unit": "%",
@@ -275,17 +276,17 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-08-07",
-"value": 1416.1,
-"previousDate": "2026-08-06",
-"previousValue": 1423.8,
-"change": -7.7000000000000455,
+"date": "2026-08-10",
+"value": 1418.4,
+"previousDate": "2026-08-07",
+"previousValue": 1416.1,
+"change": 2.300000000000182,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
 "status": "observed"
 },
-"signal": "falling"
+"signal": "rising"
 }
 ],
 "edges": [
@@ -325,7 +326,7 @@
 ],
 "evidenceLabel": "PRIOR",
 "sourceRef": "macro.transmission:edge:fx-export-revenue",
-"driverSignal": "falling",
+"driverSignal": "rising",
 "impactDirection": "twoSided",
 "resolvedEvidenceLevel": "sectorPrior",
 "companyEvidenceCoverage": 0.0,
@@ -592,8 +593,8 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-08-06",
-"value": 2.71,
+"date": "2026-08-07",
+"value": 2.7,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -601,7 +602,7 @@
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
-"date": "2026-08-07",
+"date": "2026-08-10",
 "value": 2.75,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -637,8 +638,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-08-07",
-"value": 1416.1,
+"date": "2026-08-10",
+"value": 1418.4,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -666,10 +667,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-08-10",
-"dataAsOf": "2026-08-07",
+"asOf": "2026-08-11",
+"dataAsOf": "2026-08-10",
 "period": null,
-"knowledgeBoundary": "2026-08-10"
+"knowledgeBoundary": "2026-08-11"
 },
 "status": "partial",
 "conclusion": {
@@ -685,10 +686,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 2.71,
+"value": 2.7,
 "unit": "%p",
 "signal": "falling",
-"change": -0.040000000000000036,
+"change": -0.009999999999999787,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -730,10 +731,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1416.1,
+"value": 1418.4,
 "unit": "원",
-"signal": "falling",
-"change": -7.7000000000000455,
+"signal": "rising",
+"change": 2.300000000000182,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -744,7 +745,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-08-06",
+"observedAt": "2026-08-07",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -752,7 +753,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
 "status": "observed",
-"observedAt": "2026-08-07",
+"observedAt": "2026-08-10",
 "detail": "한국 기준금리 최신 관측과 직전 변화"
 },
 {
@@ -784,7 +785,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-08-07",
+"observedAt": "2026-08-10",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -978,7 +979,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-08-09T22:25:19.091110+00:00",
+"computedAt": "2026-08-10T23:02:22.728764+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -1020,19 +1021,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-08-09T22:25:19.350526+00:00",
+"computedAt": "2026-08-10T23:02:23.009919+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1522,
+"probability": 0.1449,
 "probabilityRounded": 0.15,
-"zone": "moderate",
-"zoneLabel": "보통",
-"spread": 0.78,
+"zone": "low",
+"zoneLabel": "낮음",
+"spread": 0.83,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-08-07",
+"asOf": "2026-08-10",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1048,7 +1049,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6223629.23,
+"level": 6223628.81,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1077,12 +1078,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.78,
+"spread10y3m": 0.83,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-08-07",
+"asOf": "2026-08-10",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []