갱신: dashboards JSON (mapBuild)
Browse files
landing/dashboards/finance-us.json
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landing/dashboards/finance.json
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landing/dashboards/macro.json
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@@ -1,6 +1,6 @@
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| 1 |
{
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| 2 |
"version": "v20",
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| 3 |
-
"asOf": "2026-08-
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| 4 |
"kr": {
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| 5 |
"market": "KR",
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| 6 |
"phase": null,
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@@ -32,21 +32,20 @@
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| 32 |
"confidence": "medium",
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| 33 |
"description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
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| 34 |
},
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| 35 |
-
"computedAt": "2026-08-
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| 36 |
},
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| 37 |
"us": {
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| 38 |
"market": "US",
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| 39 |
"phase": "expansion",
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| 40 |
"phaseLabel": "확장",
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| 41 |
-
"confidence": "
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| 42 |
"status": "observed",
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| 43 |
"observedInputs": 7,
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| 44 |
"totalInputs": 8,
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| 45 |
"signals": [
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| 46 |
-
"HY 스프레드 안정 (
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| 47 |
-
"수익률곡선 정상 (+0.
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| 48 |
-
"
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| 49 |
-
"금 급등 (YoY +27.9%)",
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| 50 |
"CPI 3.5% — 인플레 동반 확장"
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| 51 |
],
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| 52 |
"sectorStrategy": {
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@@ -74,15 +73,15 @@
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| 74 |
"confidence": "high",
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| 75 |
"description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
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| 76 |
},
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| 77 |
-
"computedAt": "2026-08-
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| 78 |
},
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| 79 |
"transmission": {
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| 80 |
"target": "KR:market",
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| 81 |
"stockCode": null,
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| 82 |
"market": "KR",
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| 83 |
"sectorKey": null,
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| 84 |
-
"asOf": "2026-08-
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| 85 |
-
"dataAsOf": "2026-08-
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| 86 |
"drivers": [
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| 87 |
{
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| 88 |
"id": "BAMLH0A0HYM2",
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@@ -104,17 +103,17 @@
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| 104 |
"sourceLineage": {
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| 105 |
"source": "FRED",
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| 106 |
"sourceSeriesId": "BAMLH0A0HYM2",
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| 107 |
-
"date": "2026-08-
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| 108 |
-
"value": 2.
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| 109 |
-
"previousDate": "2026-08-
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| 110 |
-
"previousValue": 2.
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| 111 |
-
"change": 0.
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| 112 |
"unit": "%p",
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| 113 |
"artifactPath": "macro/fred/observations.parquet",
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| 114 |
"asOfPolicy": "observation_date <= price_as_of",
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| 115 |
"status": "observed"
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| 116 |
},
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| 117 |
-
"signal": "
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| 118 |
},
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| 119 |
{
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"id": "BASE_RATE",
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@@ -136,9 +135,9 @@
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| 136 |
"sourceLineage": {
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"source": "ECOS",
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| 138 |
"sourceSeriesId": "BASE_RATE",
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| 139 |
-
"date": "2026-08-
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| 140 |
"value": 2.75,
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| 141 |
-
"previousDate": "2026-08-
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| 142 |
"previousValue": 2.75,
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| 143 |
"change": 0.0,
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| 144 |
"unit": "%",
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@@ -264,11 +263,11 @@
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| 264 |
"sourceLineage": {
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"source": "ECOS",
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| 266 |
"sourceSeriesId": "USDKRW",
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| 267 |
-
"date": "2026-08-
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| 268 |
-
"value":
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| 269 |
-
"previousDate": "2026-08-
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| 270 |
-
"previousValue":
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| 271 |
-
"change": -1.
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| 272 |
"unit": "원",
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| 273 |
"artifactPath": "macro/ecos/observations.parquet",
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| 274 |
"asOfPolicy": "observation_date <= price_as_of",
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@@ -481,8 +480,8 @@
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| 481 |
],
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| 482 |
"evidenceLabel": "OBS",
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| 483 |
"sourceRef": "macro.transmission:edge:hy-risk-premium",
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| 484 |
-
"driverSignal": "
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| 485 |
-
"impactDirection": "
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| 486 |
"resolvedEvidenceLevel": "observed",
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| 487 |
"companyEvidenceCoverage": 0.0,
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| 488 |
"matchedCompanyRequirements": [],
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@@ -581,8 +580,8 @@
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"id": "driver:BAMLH0A0HYM2",
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"driverId": "BAMLH0A0HYM2",
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"status": "observed",
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| 584 |
-
"date": "2026-08-
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| 585 |
-
"value": 2.
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| 586 |
"unit": "%p",
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| 587 |
"sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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},
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@@ -590,7 +589,7 @@
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"id": "driver:BASE_RATE",
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"driverId": "BASE_RATE",
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"status": "observed",
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-
"date": "2026-08-
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| 594 |
"value": 2.75,
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| 595 |
"unit": "%",
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"sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
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@@ -626,8 +625,8 @@
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"id": "driver:USDKRW",
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"driverId": "USDKRW",
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"status": "observed",
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| 629 |
-
"date": "2026-08-
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| 630 |
-
"value":
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| 631 |
"unit": "원",
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"sourceRef": "macro/ecos/observations.parquet#USDKRW"
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}
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@@ -655,15 +654,15 @@
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| 655 |
"version": "1"
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| 656 |
},
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| 657 |
"time": {
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| 658 |
-
"asOf": "2026-08-
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| 659 |
-
"dataAsOf": "2026-08-
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| 660 |
"period": null,
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| 661 |
-
"knowledgeBoundary": "2026-08-
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| 662 |
},
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"status": "partial",
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| 664 |
"conclusion": {
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"label": "거시
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| 666 |
-
"summary": "거시
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},
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"confidence": {
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| 669 |
"level": "medium",
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@@ -674,10 +673,10 @@
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{
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"id": "BAMLH0A0HYM2",
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"label": "미국 HY 스프레드",
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-
"value": 2.
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| 678 |
"unit": "%p",
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| 679 |
-
"signal": "
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| 680 |
-
"change": 0.
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"sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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},
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{
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@@ -719,10 +718,10 @@
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{
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"id": "USDKRW",
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"label": "원/달러",
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"value":
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"unit": "원",
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"signal": "falling",
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| 725 |
-
"change": -1.
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| 726 |
"sourceRef": "macro/ecos/observations.parquet#USDKRW"
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}
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],
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@@ -733,7 +732,7 @@
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"kind": "macroObservation",
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"sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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"status": "observed",
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-
"observedAt": "2026-08-
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| 737 |
"detail": "미국 HY 스프레드 최신 관측과 직전 변화"
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},
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{
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@@ -741,7 +740,7 @@
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"kind": "macroObservation",
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"sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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| 743 |
"status": "observed",
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| 744 |
-
"observedAt": "2026-08-
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| 745 |
"detail": "한국 기준금리 최신 관측과 직전 변화"
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},
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{
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@@ -773,7 +772,7 @@
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"kind": "macroObservation",
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| 774 |
"sourceRef": "macro/ecos/observations.parquet#USDKRW",
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"status": "observed",
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-
"observedAt": "2026-08-
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| 777 |
"detail": "원/달러 최신 관측과 직전 변화"
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}
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],
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@@ -967,7 +966,7 @@
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"regime": {
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"kr": {
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"market": "KR",
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-
"computedAt": "2026-08-
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| 971 |
"forecast": {
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"models": {
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"lei": {
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@@ -1009,19 +1008,19 @@
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},
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"us": {
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"market": "US",
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-
"computedAt": "2026-08-
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"forecast": {
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"models": {
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| 1015 |
"probit": {
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-
"probability": 0.
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"probabilityRounded": 0.15,
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"zone": "low",
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"zoneLabel": "낮음",
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"spread": 0.
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| 1021 |
"horizon": "12M",
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| 1022 |
"timeKind": "leading",
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| 1023 |
"precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
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| 1024 |
-
"asOf": "2026-08-
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| 1025 |
"seriesId": "T10Y3M",
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"staleAfterDays": 7
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},
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@@ -1037,7 +1036,7 @@
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"staleAfterDays": 45
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| 1038 |
},
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"lei": {
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| 1040 |
-
"level":
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| 1041 |
"mom6m": null,
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| 1042 |
"signal": "expansion",
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"signalLabel": "확장",
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@@ -1046,7 +1045,7 @@
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"overlapNote": "term-spread·initial-claims 내포(probit/Sahm 부분 상관)",
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| 1047 |
"horizon": "6-9M",
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| 1048 |
"timeKind": "leading",
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| 1049 |
-
"asOf": "2026-
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| 1050 |
"staleAfterDays": 75
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},
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| 1052 |
"hamilton": {
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@@ -1066,12 +1065,12 @@
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"missing": []
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},
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"rates": {
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| 1069 |
-
"spread10y3m": 0.
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| 1070 |
"sign": "+",
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| 1071 |
"curveShape": "steep_normal",
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| 1072 |
"curveShapeLabel": "가파른정상",
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| 1073 |
"curveSource": "NelsonSiegel.interpretation",
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| 1074 |
-
"asOf": "2026-08-
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| 1075 |
"seriesId": "T10Y3M",
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| 1076 |
"staleAfterDays": 7,
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| 1077 |
"missing": []
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|
|
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| 1 |
{
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| 2 |
"version": "v20",
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| 3 |
+
"asOf": "2026-08-19",
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| 4 |
"kr": {
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| 5 |
"market": "KR",
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| 6 |
"phase": null,
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|
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| 32 |
"confidence": "medium",
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| 33 |
"description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
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| 34 |
},
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| 35 |
+
"computedAt": "2026-08-18T22:13:34.487049+00:00"
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| 36 |
},
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| 37 |
"us": {
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| 38 |
"market": "US",
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| 39 |
"phase": "expansion",
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| 40 |
"phaseLabel": "확장",
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| 41 |
+
"confidence": "medium",
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| 42 |
"status": "observed",
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| 43 |
"observedInputs": 7,
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| 44 |
"totalInputs": 8,
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| 45 |
"signals": [
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| 46 |
+
"HY 스프레드 안정 (270bp)",
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| 47 |
+
"수익률곡선 정상 (+0.52%)",
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| 48 |
+
"금 급등 (YoY +23.0%)",
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|
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| 49 |
"CPI 3.5% — 인플레 동반 확장"
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| 50 |
],
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| 51 |
"sectorStrategy": {
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|
|
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| 73 |
"confidence": "high",
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| 74 |
"description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
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| 75 |
},
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| 76 |
+
"computedAt": "2026-08-18T22:13:34.603067+00:00"
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| 77 |
},
|
| 78 |
"transmission": {
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| 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": [
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| 86 |
{
|
| 87 |
"id": "BAMLH0A0HYM2",
|
|
|
|
| 103 |
"sourceLineage": {
|
| 104 |
"source": "FRED",
|
| 105 |
"sourceSeriesId": "BAMLH0A0HYM2",
|
| 106 |
+
"date": "2026-08-17",
|
| 107 |
+
"value": 2.7,
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| 108 |
+
"previousDate": "2026-08-14",
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| 109 |
+
"previousValue": 2.67,
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| 110 |
+
"change": 0.03000000000000025,
|
| 111 |
"unit": "%p",
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| 112 |
"artifactPath": "macro/fred/observations.parquet",
|
| 113 |
"asOfPolicy": "observation_date <= price_as_of",
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| 114 |
"status": "observed"
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| 115 |
},
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| 116 |
+
"signal": "rising"
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| 117 |
},
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| 118 |
{
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| 119 |
"id": "BASE_RATE",
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|
|
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| 135 |
"sourceLineage": {
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| 136 |
"source": "ECOS",
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| 137 |
"sourceSeriesId": "BASE_RATE",
|
| 138 |
+
"date": "2026-08-16",
|
| 139 |
"value": 2.75,
|
| 140 |
+
"previousDate": "2026-08-15",
|
| 141 |
"previousValue": 2.75,
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| 142 |
"change": 0.0,
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| 143 |
"unit": "%",
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|
|
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| 263 |
"sourceLineage": {
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| 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
|
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|
|
|