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Commit
ffb5b71
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1 Parent(s): ea5bc86

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/finance.json CHANGED
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landing/dashboards/macro.json CHANGED
@@ -1,6 +1,6 @@
1
  {
2
  "version": "v20",
3
- "asOf": "2026-08-16",
4
  "kr": {
5
  "market": "KR",
6
  "phase": null,
@@ -32,21 +32,20 @@
32
  "confidence": "medium",
33
  "description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
34
  },
35
- "computedAt": "2026-08-15T22:13:41.660453+00:00"
36
  },
37
  "us": {
38
  "market": "US",
39
  "phase": "expansion",
40
  "phaseLabel": "확장",
41
- "confidence": "high",
42
  "status": "observed",
43
  "observedInputs": 7,
44
  "totalInputs": 8,
45
  "signals": [
46
- "HY 스프레드 안정 (271bp)",
47
- "수익률곡선 정상 (+0.51%)",
48
- "VIX 안정 (14.6)",
49
- "금 급등 (YoY +27.9%)",
50
  "CPI 3.5% — 인플레 동반 확장"
51
  ],
52
  "sectorStrategy": {
@@ -74,15 +73,15 @@
74
  "confidence": "high",
75
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
76
  },
77
- "computedAt": "2026-08-15T22:13:41.788091+00:00"
78
  },
79
  "transmission": {
80
  "target": "KR:market",
81
  "stockCode": null,
82
  "market": "KR",
83
  "sectorKey": null,
84
- "asOf": "2026-08-16",
85
- "dataAsOf": "2026-08-14",
86
  "drivers": [
87
  {
88
  "id": "BAMLH0A0HYM2",
@@ -104,17 +103,17 @@
104
  "sourceLineage": {
105
  "source": "FRED",
106
  "sourceSeriesId": "BAMLH0A0HYM2",
107
- "date": "2026-08-13",
108
- "value": 2.71,
109
- "previousDate": "2026-08-12",
110
- "previousValue": 2.71,
111
- "change": 0.0,
112
  "unit": "%p",
113
  "artifactPath": "macro/fred/observations.parquet",
114
  "asOfPolicy": "observation_date <= price_as_of",
115
  "status": "observed"
116
  },
117
- "signal": "flat"
118
  },
119
  {
120
  "id": "BASE_RATE",
@@ -136,9 +135,9 @@
136
  "sourceLineage": {
137
  "source": "ECOS",
138
  "sourceSeriesId": "BASE_RATE",
139
- "date": "2026-08-13",
140
  "value": 2.75,
141
- "previousDate": "2026-08-12",
142
  "previousValue": 2.75,
143
  "change": 0.0,
144
  "unit": "%",
@@ -264,11 +263,11 @@
264
  "sourceLineage": {
265
  "source": "ECOS",
266
  "sourceSeriesId": "USDKRW",
267
- "date": "2026-08-14",
268
- "value": 1418.3,
269
- "previousDate": "2026-08-13",
270
- "previousValue": 1419.4,
271
- "change": -1.1000000000001364,
272
  "unit": "원",
273
  "artifactPath": "macro/ecos/observations.parquet",
274
  "asOfPolicy": "observation_date <= price_as_of",
@@ -481,8 +480,8 @@
481
  ],
482
  "evidenceLabel": "OBS",
483
  "sourceRef": "macro.transmission:edge:hy-risk-premium",
484
- "driverSignal": "flat",
485
- "impactDirection": "unresolved",
486
  "resolvedEvidenceLevel": "observed",
487
  "companyEvidenceCoverage": 0.0,
488
  "matchedCompanyRequirements": [],
@@ -581,8 +580,8 @@
581
  "id": "driver:BAMLH0A0HYM2",
582
  "driverId": "BAMLH0A0HYM2",
583
  "status": "observed",
584
- "date": "2026-08-13",
585
- "value": 2.71,
586
  "unit": "%p",
587
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
588
  },
@@ -590,7 +589,7 @@
590
  "id": "driver:BASE_RATE",
591
  "driverId": "BASE_RATE",
592
  "status": "observed",
593
- "date": "2026-08-13",
594
  "value": 2.75,
595
  "unit": "%",
596
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -626,8 +625,8 @@
626
  "id": "driver:USDKRW",
627
  "driverId": "USDKRW",
628
  "status": "observed",
629
- "date": "2026-08-14",
630
- "value": 1418.3,
631
  "unit": "원",
632
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
633
  }
@@ -655,15 +654,15 @@
655
  "version": "1"
656
  },
657
  "time": {
658
- "asOf": "2026-08-16",
659
- "dataAsOf": "2026-08-14",
660
  "period": null,
661
- "knowledgeBoundary": "2026-08-16"
662
  },
663
  "status": "partial",
664
  "conclusion": {
665
- "label": "거시 순풍 경로 우세",
666
- "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개를 확인했지만 개별 회사 재무 근거에는 아직 바인딩되지 않았습니다."
667
  },
668
  "confidence": {
669
  "level": "medium",
@@ -674,10 +673,10 @@
674
  {
675
  "id": "BAMLH0A0HYM2",
676
  "label": "미국 HY 스프레드",
677
- "value": 2.71,
678
  "unit": "%p",
679
- "signal": "flat",
680
- "change": 0.0,
681
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
682
  },
683
  {
@@ -719,10 +718,10 @@
719
  {
720
  "id": "USDKRW",
721
  "label": "원/달러",
722
- "value": 1418.3,
723
  "unit": "원",
724
  "signal": "falling",
725
- "change": -1.1000000000001364,
726
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
727
  }
728
  ],
@@ -733,7 +732,7 @@
733
  "kind": "macroObservation",
734
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
735
  "status": "observed",
736
- "observedAt": "2026-08-13",
737
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
738
  },
739
  {
@@ -741,7 +740,7 @@
741
  "kind": "macroObservation",
742
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
743
  "status": "observed",
744
- "observedAt": "2026-08-13",
745
  "detail": "한국 기준금리 최신 관측과 직전 변화"
746
  },
747
  {
@@ -773,7 +772,7 @@
773
  "kind": "macroObservation",
774
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
775
  "status": "observed",
776
- "observedAt": "2026-08-14",
777
  "detail": "원/달러 최신 관측과 직전 변화"
778
  }
779
  ],
@@ -967,7 +966,7 @@
967
  "regime": {
968
  "kr": {
969
  "market": "KR",
970
- "computedAt": "2026-08-15T22:14:54.130048+00:00",
971
  "forecast": {
972
  "models": {
973
  "lei": {
@@ -1009,19 +1008,19 @@
1009
  },
1010
  "us": {
1011
  "market": "US",
1012
- "computedAt": "2026-08-15T22:14:54.413578+00:00",
1013
  "forecast": {
1014
  "models": {
1015
  "probit": {
1016
- "probability": 0.1463,
1017
  "probabilityRounded": 0.15,
1018
  "zone": "low",
1019
  "zoneLabel": "낮음",
1020
- "spread": 0.82,
1021
  "horizon": "12M",
1022
  "timeKind": "leading",
1023
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
1024
- "asOf": "2026-08-14",
1025
  "seriesId": "T10Y3M",
1026
  "staleAfterDays": 7
1027
  },
@@ -1037,7 +1036,7 @@
1037
  "staleAfterDays": 45
1038
  },
1039
  "lei": {
1040
- "level": 6223613.05,
1041
  "mom6m": null,
1042
  "signal": "expansion",
1043
  "signalLabel": "확장",
@@ -1046,7 +1045,7 @@
1046
  "overlapNote": "term-spread·initial-claims 내포(probit/Sahm 부분 상관)",
1047
  "horizon": "6-9M",
1048
  "timeKind": "leading",
1049
- "asOf": "2026-06-01",
1050
  "staleAfterDays": 75
1051
  },
1052
  "hamilton": {
@@ -1066,12 +1065,12 @@
1066
  "missing": []
1067
  },
1068
  "rates": {
1069
- "spread10y3m": 0.82,
1070
  "sign": "+",
1071
  "curveShape": "steep_normal",
1072
  "curveShapeLabel": "가파른정상",
1073
  "curveSource": "NelsonSiegel.interpretation",
1074
- "asOf": "2026-08-14",
1075
  "seriesId": "T10Y3M",
1076
  "staleAfterDays": 7,
1077
  "missing": []
 
1
  {
2
  "version": "v20",
3
+ "asOf": "2026-08-19",
4
  "kr": {
5
  "market": "KR",
6
  "phase": null,
 
32
  "confidence": "medium",
33
  "description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
34
  },
35
+ "computedAt": "2026-08-18T22:13:34.487049+00:00"
36
  },
37
  "us": {
38
  "market": "US",
39
  "phase": "expansion",
40
  "phaseLabel": "확장",
41
+ "confidence": "medium",
42
  "status": "observed",
43
  "observedInputs": 7,
44
  "totalInputs": 8,
45
  "signals": [
46
+ "HY 스프레드 안정 (270bp)",
47
+ "수익률곡선 정상 (+0.52%)",
48
+ " 급등 (YoY +23.0%)",
 
49
  "CPI 3.5% — 인플레 동반 확장"
50
  ],
51
  "sectorStrategy": {
 
73
  "confidence": "high",
74
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
75
  },
76
+ "computedAt": "2026-08-18T22:13:34.603067+00:00"
77
  },
78
  "transmission": {
79
  "target": "KR:market",
80
  "stockCode": null,
81
  "market": "KR",
82
  "sectorKey": null,
83
+ "asOf": "2026-08-19",
84
+ "dataAsOf": "2026-08-18",
85
  "drivers": [
86
  {
87
  "id": "BAMLH0A0HYM2",
 
103
  "sourceLineage": {
104
  "source": "FRED",
105
  "sourceSeriesId": "BAMLH0A0HYM2",
106
+ "date": "2026-08-17",
107
+ "value": 2.7,
108
+ "previousDate": "2026-08-14",
109
+ "previousValue": 2.67,
110
+ "change": 0.03000000000000025,
111
  "unit": "%p",
112
  "artifactPath": "macro/fred/observations.parquet",
113
  "asOfPolicy": "observation_date <= price_as_of",
114
  "status": "observed"
115
  },
116
+ "signal": "rising"
117
  },
118
  {
119
  "id": "BASE_RATE",
 
135
  "sourceLineage": {
136
  "source": "ECOS",
137
  "sourceSeriesId": "BASE_RATE",
138
+ "date": "2026-08-16",
139
  "value": 2.75,
140
+ "previousDate": "2026-08-15",
141
  "previousValue": 2.75,
142
  "change": 0.0,
143
  "unit": "%",
 
263
  "sourceLineage": {
264
  "source": "ECOS",
265
  "sourceSeriesId": "USDKRW",
266
+ "date": "2026-08-18",
267
+ "value": 1411.8,
268
+ "previousDate": "2026-08-17",
269
+ "previousValue": 1413.0,
270
+ "change": -1.2000000000000455,
271
  "unit": "원",
272
  "artifactPath": "macro/ecos/observations.parquet",
273
  "asOfPolicy": "observation_date <= price_as_of",
 
480
  ],
481
  "evidenceLabel": "OBS",
482
  "sourceRef": "macro.transmission:edge:hy-risk-premium",
483
+ "driverSignal": "rising",
484
+ "impactDirection": "headwind",
485
  "resolvedEvidenceLevel": "observed",
486
  "companyEvidenceCoverage": 0.0,
487
  "matchedCompanyRequirements": [],
 
580
  "id": "driver:BAMLH0A0HYM2",
581
  "driverId": "BAMLH0A0HYM2",
582
  "status": "observed",
583
+ "date": "2026-08-17",
584
+ "value": 2.7,
585
  "unit": "%p",
586
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
587
  },
 
589
  "id": "driver:BASE_RATE",
590
  "driverId": "BASE_RATE",
591
  "status": "observed",
592
+ "date": "2026-08-16",
593
  "value": 2.75,
594
  "unit": "%",
595
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
 
625
  "id": "driver:USDKRW",
626
  "driverId": "USDKRW",
627
  "status": "observed",
628
+ "date": "2026-08-18",
629
+ "value": 1411.8,
630
  "unit": "원",
631
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
632
  }
 
654
  "version": "1"
655
  },
656
  "time": {
657
+ "asOf": "2026-08-19",
658
+ "dataAsOf": "2026-08-18",
659
  "period": null,
660
+ "knowledgeBoundary": "2026-08-19"
661
  },
662
  "status": "partial",
663
  "conclusion": {
664
+ "label": "거시 전파 경로 혼재",
665
+ "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개를 확인했지만 개별 회사 재무 근거에는 아직 바인딩되지 않았습니다."
666
  },
667
  "confidence": {
668
  "level": "medium",
 
673
  {
674
  "id": "BAMLH0A0HYM2",
675
  "label": "미국 HY 스프레드",
676
+ "value": 2.7,
677
  "unit": "%p",
678
+ "signal": "rising",
679
+ "change": 0.03000000000000025,
680
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
681
  },
682
  {
 
718
  {
719
  "id": "USDKRW",
720
  "label": "원/달러",
721
+ "value": 1411.8,
722
  "unit": "원",
723
  "signal": "falling",
724
+ "change": -1.2000000000000455,
725
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
726
  }
727
  ],
 
732
  "kind": "macroObservation",
733
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
734
  "status": "observed",
735
+ "observedAt": "2026-08-17",
736
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
737
  },
738
  {
 
740
  "kind": "macroObservation",
741
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
742
  "status": "observed",
743
+ "observedAt": "2026-08-16",
744
  "detail": "한국 기준금리 최신 관측과 직전 변화"
745
  },
746
  {
 
772
  "kind": "macroObservation",
773
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
774
  "status": "observed",
775
+ "observedAt": "2026-08-18",
776
  "detail": "원/달러 최신 관측과 직전 변화"
777
  }
778
  ],
 
966
  "regime": {
967
  "kr": {
968
  "market": "KR",
969
+ "computedAt": "2026-08-18T22:13:55.494105+00:00",
970
  "forecast": {
971
  "models": {
972
  "lei": {
 
1008
  },
1009
  "us": {
1010
  "market": "US",
1011
+ "computedAt": "2026-08-18T22:13:55.769901+00:00",
1012
  "forecast": {
1013
  "models": {
1014
  "probit": {
1015
+ "probability": 0.142,
1016
  "probabilityRounded": 0.15,
1017
  "zone": "low",
1018
  "zoneLabel": "낮음",
1019
+ "spread": 0.85,
1020
  "horizon": "12M",
1021
  "timeKind": "leading",
1022
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
1023
+ "asOf": "2026-08-18",
1024
  "seriesId": "T10Y3M",
1025
  "staleAfterDays": 7
1026
  },
 
1036
  "staleAfterDays": 45
1037
  },
1038
  "lei": {
1039
+ "level": 6223628.34,
1040
  "mom6m": null,
1041
  "signal": "expansion",
1042
  "signalLabel": "확장",
 
1045
  "overlapNote": "term-spread·initial-claims 내포(probit/Sahm 부분 상관)",
1046
  "horizon": "6-9M",
1047
  "timeKind": "leading",
1048
+ "asOf": "2026-07-01",
1049
  "staleAfterDays": 75
1050
  },
1051
  "hamilton": {
 
1065
  "missing": []
1066
  },
1067
  "rates": {
1068
+ "spread10y3m": 0.85,
1069
  "sign": "+",
1070
  "curveShape": "steep_normal",
1071
  "curveShapeLabel": "가파른정상",
1072
  "curveSource": "NelsonSiegel.interpretation",
1073
+ "asOf": "2026-08-18",
1074
  "seriesId": "T10Y3M",
1075
  "staleAfterDays": 7,
1076
  "missing": []
landing/dashboards/quarters.json CHANGED
The diff for this file is too large to render. See raw diff