갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-10-15",
+"asOf": "2026-10-16",
 "kr": {
 "market": "KR",
 "phase": null,
@@ -18,7 +18,7 @@
 "quadrant": "stagflation",
 "quadrantLabel": "스태그플레이션",
 "growth": "falling",
-"growthSignal": -23.0,
+"growthSignal": -12.0,
 "inflation": "rising",
 "inflationSignal": 0.55,
 "assetImplication": {
@@ -32,7 +32,7 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-10-15T01:03:47.080168+00:00"
+"computedAt": "2026-10-16T00:13:54.587870+00:00"
 },
 "us": {
 "market": "US",
@@ -43,8 +43,8 @@
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (316bp)",
-"수익률곡선 평탄화 (+0.37%)",
+"HY 스프레드 안정 (325bp)",
+"수익률곡선 평탄화 (+0.33%)",
 "금 급등 (YoY +22.1%)",
 "CPI 4.0% — 물가 과열, 둔화 전조"
 ],
@@ -84,15 +84,15 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-10-15T01:03:47.148317+00:00"
+"computedAt": "2026-10-16T00:13:54.696316+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-10-15",
-"dataAsOf": "2026-10-14",
+"asOf": "2026-10-16",
+"dataAsOf": "2026-10-15",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -114,11 +114,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-10-13",
-"value": 3.16,
-"previousDate": "2026-10-12",
-"previousValue": 3.11,
-"change": 0.050000000000000266,
+"date": "2026-10-14",
+"value": 3.25,
+"previousDate": "2026-10-13",
+"previousValue": 3.16,
+"change": 0.08999999999999986,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -210,11 +210,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "DCOILWTICO",
-"date": "2026-10-06",
-"value": 96.24,
-"previousDate": "2026-10-05",
-"previousValue": 96.13,
-"change": 0.10999999999999943,
+"date": "2026-10-14",
+"value": 101.91,
+"previousDate": "2026-10-13",
+"previousValue": 100.86,
+"change": 1.0499999999999972,
 "unit": "$",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -274,17 +274,17 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-10-14",
-"value": 1338.3,
-"previousDate": "2026-10-13",
-"previousValue": 1345.1,
-"change": -6.7999999999999545,
+"date": "2026-10-15",
+"value": 1344.6,
+"previousDate": "2026-10-14",
+"previousValue": 1338.3,
+"change": 6.2999999999999545,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
 "status": "observed"
 },
-"signal": "falling"
+"signal": "rising"
 }
 ],
 "edges": [
@@ -324,7 +324,7 @@
 ],
 "evidenceLabel": "PRIOR",
 "sourceRef": "macro.transmission:edge:fx-export-revenue",
-"driverSignal": "falling",
+"driverSignal": "rising",
 "impactDirection": "twoSided",
 "resolvedEvidenceLevel": "sectorPrior",
 "companyEvidenceCoverage": 0.0,
@@ -591,8 +591,8 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-10-13",
-"value": 3.16,
+"date": "2026-10-14",
+"value": 3.25,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -618,8 +618,8 @@
 "id": "driver:DCOILWTICO",
 "driverId": "DCOILWTICO",
 "status": "observed",
-"date": "2026-10-06",
-"value": 96.24,
+"date": "2026-10-14",
+"value": 101.91,
 "unit": "$",
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
 },
@@ -636,8 +636,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-10-14",
-"value": 1338.3,
+"date": "2026-10-15",
+"value": 1344.6,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -665,10 +665,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-10-15",
-"dataAsOf": "2026-10-14",
+"asOf": "2026-10-16",
+"dataAsOf": "2026-10-15",
 "period": null,
-"knowledgeBoundary": "2026-10-15"
+"knowledgeBoundary": "2026-10-16"
 },
 "status": "partial",
 "conclusion": {
@@ -684,10 +684,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 3.16,
+"value": 3.25,
 "unit": "%p",
 "signal": "rising",
-"change": 0.050000000000000266,
+"change": 0.08999999999999986,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -711,10 +711,10 @@
 {
 "id": "DCOILWTICO",
 "label": "WTI",
-"value": 96.24,
+"value": 101.91,
 "unit": "$",
 "signal": "rising",
-"change": 0.10999999999999943,
+"change": 1.0499999999999972,
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
 },
 {
@@ -729,10 +729,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1338.3,
+"value": 1344.6,
 "unit": "원",
-"signal": "falling",
-"change": -6.7999999999999545,
+"signal": "rising",
+"change": 6.2999999999999545,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -743,7 +743,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-10-13",
+"observedAt": "2026-10-14",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -767,7 +767,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
 "status": "observed",
-"observedAt": "2026-10-06",
+"observedAt": "2026-10-14",
 "detail": "WTI 최신 관측과 직전 변화"
 },
 {
@@ -783,7 +783,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-10-14",
+"observedAt": "2026-10-15",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -977,7 +977,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-10-15T01:03:52.130218+00:00",
+"computedAt": "2026-10-16T00:13:58.890233+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -1019,19 +1019,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-10-15T01:03:52.280258+00:00",
+"computedAt": "2026-10-16T00:13:59.152056+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1336,
+"probability": 0.1463,
 "probabilityRounded": 0.15,
 "zone": "low",
 "zoneLabel": "낮음",
-"spread": 0.91,
+"spread": 0.82,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-10-14",
+"asOf": "2026-10-15",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1047,7 +1047,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6289439.74,
+"level": 6289434.79,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1076,12 +1076,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.91,
+"spread10y3m": 0.82,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-10-14",
+"asOf": "2026-10-15",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []