갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-09-30",
+"asOf": "2026-10-01",
 "kr": {
 "market": "KR",
 "phase": null,
@@ -32,7 +32,7 @@
 "confidence": "medium",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-09-30T01:08:12.449303+00:00"
+"computedAt": "2026-10-01T01:11:52.050199+00:00"
 },
 "us": {
 "market": "US",
@@ -43,8 +43,8 @@
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (302bp)",
-"수익률곡선 평탄화 (+0.37%)",
+"HY 스프레드 안정 (308bp)",
+"수익률곡선 평탄화 (+0.41%)",
 "금 급등 (YoY +22.1%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
@@ -85,15 +85,15 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-09-30T01:08:12.553125+00:00"
+"computedAt": "2026-10-01T01:11:52.157366+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-09-30",
-"dataAsOf": "2026-09-29",
+"asOf": "2026-10-01",
+"dataAsOf": "2026-09-30",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -115,11 +115,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-09-28",
-"value": 3.02,
-"previousDate": "2026-09-25",
-"previousValue": 2.93,
-"change": 0.08999999999999986,
+"date": "2026-09-29",
+"value": 3.08,
+"previousDate": "2026-09-28",
+"previousValue": 3.02,
+"change": 0.06000000000000005,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -147,9 +147,9 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
-"date": "2026-09-27",
+"date": "2026-09-28",
 "value": 3.0,
-"previousDate": "2026-09-26",
+"previousDate": "2026-09-27",
 "previousValue": 3.0,
 "change": 0.0,
 "unit": "%",
@@ -211,11 +211,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "DCOILWTICO",
-"date": "2026-09-22",
-"value": 96.41,
-"previousDate": "2026-09-21",
-"previousValue": 96.97,
-"change": -0.5600000000000023,
+"date": "2026-09-29",
+"value": 96.16,
+"previousDate": "2026-09-28",
+"previousValue": 99.37,
+"change": -3.210000000000008,
 "unit": "$",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -275,11 +275,11 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-09-29",
-"value": 1356.7,
-"previousDate": "2026-09-28",
-"previousValue": 1365.1,
-"change": -8.399999999999864,
+"date": "2026-09-30",
+"value": 1352.8,
+"previousDate": "2026-09-29",
+"previousValue": 1356.7,
+"change": -3.900000000000091,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -592,8 +592,8 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-09-28",
-"value": 3.02,
+"date": "2026-09-29",
+"value": 3.08,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -601,7 +601,7 @@
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
-"date": "2026-09-27",
+"date": "2026-09-28",
 "value": 3.0,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -619,8 +619,8 @@
 "id": "driver:DCOILWTICO",
 "driverId": "DCOILWTICO",
 "status": "observed",
-"date": "2026-09-22",
-"value": 96.41,
+"date": "2026-09-29",
+"value": 96.16,
 "unit": "$",
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
 },
@@ -637,8 +637,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-09-29",
-"value": 1356.7,
+"date": "2026-09-30",
+"value": 1352.8,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -666,10 +666,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-09-30",
-"dataAsOf": "2026-09-29",
+"asOf": "2026-10-01",
+"dataAsOf": "2026-09-30",
 "period": null,
-"knowledgeBoundary": "2026-09-30"
+"knowledgeBoundary": "2026-10-01"
 },
 "status": "partial",
 "conclusion": {
@@ -685,10 +685,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 3.02,
+"value": 3.08,
 "unit": "%p",
 "signal": "rising",
-"change": 0.08999999999999986,
+"change": 0.06000000000000005,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -712,10 +712,10 @@
 {
 "id": "DCOILWTICO",
 "label": "WTI",
-"value": 96.41,
+"value": 96.16,
 "unit": "$",
 "signal": "falling",
-"change": -0.5600000000000023,
+"change": -3.210000000000008,
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
 },
 {
@@ -730,10 +730,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1356.7,
+"value": 1352.8,
 "unit": "원",
 "signal": "falling",
-"change": -8.399999999999864,
+"change": -3.900000000000091,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -744,7 +744,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-09-28",
+"observedAt": "2026-09-29",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -752,7 +752,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
 "status": "observed",
-"observedAt": "2026-09-27",
+"observedAt": "2026-09-28",
 "detail": "한국 기준금리 최신 관측과 직전 변화"
 },
 {
@@ -768,7 +768,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
 "status": "observed",
-"observedAt": "2026-09-22",
+"observedAt": "2026-09-29",
 "detail": "WTI 최신 관측과 직전 변화"
 },
 {
@@ -784,7 +784,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-09-29",
+"observedAt": "2026-09-30",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -978,15 +978,15 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-09-30T01:08:14.155894+00:00",
+"computedAt": "2026-10-01T01:11:53.791972+00:00",
 "forecast": {
 "models": {
 "lei": {
-"cliMomentum": 1.0,
-"cliLevel": 131.2,
-"growthApprox": 1.4,
+"cliMomentum": 0.4,
+"cliLevel": 131.7,
+"growthApprox": 1.0,
 "growthLabel": "확장",
-"asOf": "2026-07-01",
+"asOf": "2026-08-01",
 "staleAfterDays": 75
 }
 },
@@ -1020,19 +1020,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-09-30T01:08:14.428055+00:00",
+"computedAt": "2026-10-01T01:11:54.013387+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1205,
+"probability": 0.1106,
 "probabilityRounded": 0.1,
 "zone": "low",
 "zoneLabel": "낮음",
-"spread": 1.01,
+"spread": 1.09,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-09-29",
+"asOf": "2026-09-30",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1048,7 +1048,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6290625.2,
+"level": 6290625.09,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1068,7 +1068,7 @@
 "asOf": "2026-04-01",
 "seriesId": "A191RL1Q225SBEA",
 "seriesSource": "FRED",
-"separation": 0.087,
+"separation": 0.085,
 "contractionProb": null,
 "converged": true,
 "status": "레짐 분리 약함"
@@ -1077,26 +1077,26 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 1.01,
+"spread10y3m": 1.09,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-09-29",
+"asOf": "2026-09-30",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []
 },
 "gar": {
-"gar5": -0.46,
+"gar5": -0.47,
 "gar25": 1.31,
 "median": 2.08,
 "gar75": 2.84,
 "gar95": 4.67,
-"skewness": 0.05,
+"skewness": 0.04,
 "tailRisk": "moderate",
 "tailRiskLabel": "보통",
-"currentFCI": -0.276,
+"currentFCI": -0.277,
 "observations": 98,
 "horizon": 4,
 "timeKind": "forward",
@@ -1108,7 +1108,7 @@
 "regimeBand": {
 "status": "레짐 분리 약함",
 "converged": true,
-"separation": 0.087
+"separation": 0.085
 }
 }
 }