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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/macro.json CHANGED
@@ -1,6 +1,6 @@
1
  {
2
  "version": "v20",
3
- "asOf": "2026-07-08",
4
  "kr": {
5
  "market": "KR",
6
  "phase": "recovery",
@@ -34,7 +34,7 @@
34
  "confidence": "high",
35
  "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
36
  },
37
- "computedAt": "2026-07-07T23:08:54.933731+00:00"
38
  },
39
  "us": {
40
  "market": "US",
@@ -42,8 +42,8 @@
42
  "phaseLabel": "둔화",
43
  "confidence": "medium",
44
  "signals": [
45
- "HY 스프레드 안정 (272bp)",
46
- "수익률곡선 평탄화 (+0.36%)",
47
  "금 급등 (YoY +37.3%)",
48
  "CPI 4.3% — 물가 과열, 둔화 전조"
49
  ],
@@ -83,12 +83,12 @@
83
  "confidence": "high",
84
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
85
  },
86
- "computedAt": "2026-07-07T23:08:54.998526+00:00"
87
  },
88
  "transmission": {
89
  "market": "KR",
90
  "sectorKey": null,
91
- "asOf": "2026-07-07",
92
  "drivers": [
93
  {
94
  "id": "BAMLH0A0HYM2",
@@ -110,8 +110,8 @@
110
  "sourceLineage": {
111
  "source": "FRED",
112
  "sourceSeriesId": "BAMLH0A0HYM2",
113
- "date": "2026-07-06",
114
- "value": 2.72,
115
  "unit": "%p",
116
  "artifactPath": "macro/fred/observations.parquet",
117
  "asOfPolicy": "observation_date <= price_as_of",
@@ -138,7 +138,7 @@
138
  "sourceLineage": {
139
  "source": "ECOS",
140
  "sourceSeriesId": "BASE_RATE",
141
- "date": "2026-07-05",
142
  "value": 2.5,
143
  "unit": "%",
144
  "artifactPath": "macro/ecos/observations.parquet",
@@ -194,8 +194,8 @@
194
  "sourceLineage": {
195
  "source": "FRED",
196
  "sourceSeriesId": "DCOILWTICO",
197
- "date": "2026-06-29",
198
- "value": 71.87,
199
  "unit": "$",
200
  "artifactPath": "macro/fred/observations.parquet",
201
  "asOfPolicy": "observation_date <= price_as_of",
@@ -222,8 +222,8 @@
222
  "sourceLineage": {
223
  "source": "ECOS",
224
  "sourceSeriesId": "EXPORT",
225
- "date": "2026-04-01",
226
- "value": 90586.8,
227
  "unit": "%",
228
  "artifactPath": "macro/ecos/observations.parquet",
229
  "asOfPolicy": "observation_date <= price_as_of",
@@ -250,8 +250,8 @@
250
  "sourceLineage": {
251
  "source": "ECOS",
252
  "sourceSeriesId": "USDKRW",
253
- "date": "2026-07-07",
254
- "value": 1528.2,
255
  "unit": "원",
256
  "artifactPath": "macro/ecos/observations.parquet",
257
  "asOfPolicy": "observation_date <= price_as_of",
@@ -521,8 +521,8 @@
521
  "id": "driver:BAMLH0A0HYM2",
522
  "driverId": "BAMLH0A0HYM2",
523
  "status": "observed",
524
- "date": "2026-07-06",
525
- "value": 2.72,
526
  "unit": "%p",
527
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
528
  },
@@ -530,7 +530,7 @@
530
  "id": "driver:BASE_RATE",
531
  "driverId": "BASE_RATE",
532
  "status": "observed",
533
- "date": "2026-07-05",
534
  "value": 2.5,
535
  "unit": "%",
536
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -548,8 +548,8 @@
548
  "id": "driver:DCOILWTICO",
549
  "driverId": "DCOILWTICO",
550
  "status": "observed",
551
- "date": "2026-06-29",
552
- "value": 71.87,
553
  "unit": "$",
554
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
555
  },
@@ -557,8 +557,8 @@
557
  "id": "driver:EXPORT",
558
  "driverId": "EXPORT",
559
  "status": "observed",
560
- "date": "2026-04-01",
561
- "value": 90586.8,
562
  "unit": "%",
563
  "sourceRef": "macro/ecos/observations.parquet#EXPORT"
564
  },
@@ -566,8 +566,8 @@
566
  "id": "driver:USDKRW",
567
  "driverId": "USDKRW",
568
  "status": "observed",
569
- "date": "2026-07-07",
570
- "value": 1528.2,
571
  "unit": "원",
572
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
573
  }
@@ -651,7 +651,7 @@
651
  "regime": {
652
  "kr": {
653
  "market": "KR",
654
- "computedAt": "2026-07-07T23:09:04.186154+00:00",
655
  "forecast": {
656
  "models": {
657
  "lei": {
@@ -693,7 +693,7 @@
693
  },
694
  "us": {
695
  "market": "US",
696
- "computedAt": "2026-07-07T23:09:04.223872+00:00",
697
  "forecast": {
698
  "models": {
699
  "probit": {
@@ -705,7 +705,7 @@
705
  "horizon": "12M",
706
  "timeKind": "leading",
707
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
708
- "asOf": "2026-07-07",
709
  "seriesId": "T10Y3M",
710
  "staleAfterDays": 7
711
  },
@@ -721,7 +721,7 @@
721
  "staleAfterDays": 45
722
  },
723
  "lei": {
724
- "level": 6231462.04,
725
  "mom6m": null,
726
  "signal": "expansion",
727
  "signalLabel": "확장",
@@ -755,7 +755,7 @@
755
  "curveShape": "steep_normal",
756
  "curveShapeLabel": "가파른정상",
757
  "curveSource": "NelsonSiegel.interpretation",
758
- "asOf": "2026-07-07",
759
  "seriesId": "T10Y3M",
760
  "staleAfterDays": 7,
761
  "missing": []
 
1
  {
2
  "version": "v20",
3
+ "asOf": "2026-07-09",
4
  "kr": {
5
  "market": "KR",
6
  "phase": "recovery",
 
34
  "confidence": "high",
35
  "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
36
  },
37
+ "computedAt": "2026-07-08T23:06:55.961408+00:00"
38
  },
39
  "us": {
40
  "market": "US",
 
42
  "phaseLabel": "둔화",
43
  "confidence": "medium",
44
  "signals": [
45
+ "HY 스프레드 안정 (267bp)",
46
+ "수익률곡선 평탄화 (+0.35%)",
47
  "금 급등 (YoY +37.3%)",
48
  "CPI 4.3% — 물가 과열, 둔화 전조"
49
  ],
 
83
  "confidence": "high",
84
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
85
  },
86
+ "computedAt": "2026-07-08T23:06:56.062646+00:00"
87
  },
88
  "transmission": {
89
  "market": "KR",
90
  "sectorKey": null,
91
+ "asOf": "2026-07-08",
92
  "drivers": [
93
  {
94
  "id": "BAMLH0A0HYM2",
 
110
  "sourceLineage": {
111
  "source": "FRED",
112
  "sourceSeriesId": "BAMLH0A0HYM2",
113
+ "date": "2026-07-07",
114
+ "value": 2.67,
115
  "unit": "%p",
116
  "artifactPath": "macro/fred/observations.parquet",
117
  "asOfPolicy": "observation_date <= price_as_of",
 
138
  "sourceLineage": {
139
  "source": "ECOS",
140
  "sourceSeriesId": "BASE_RATE",
141
+ "date": "2026-07-06",
142
  "value": 2.5,
143
  "unit": "%",
144
  "artifactPath": "macro/ecos/observations.parquet",
 
194
  "sourceLineage": {
195
  "source": "FRED",
196
  "sourceSeriesId": "DCOILWTICO",
197
+ "date": "2026-07-06",
198
+ "value": 69.6,
199
  "unit": "$",
200
  "artifactPath": "macro/fred/observations.parquet",
201
  "asOfPolicy": "observation_date <= price_as_of",
 
222
  "sourceLineage": {
223
  "source": "ECOS",
224
  "sourceSeriesId": "EXPORT",
225
+ "date": "2026-05-01",
226
+ "value": 94342.2,
227
  "unit": "%",
228
  "artifactPath": "macro/ecos/observations.parquet",
229
  "asOfPolicy": "observation_date <= price_as_of",
 
250
  "sourceLineage": {
251
  "source": "ECOS",
252
  "sourceSeriesId": "USDKRW",
253
+ "date": "2026-07-08",
254
+ "value": 1498.5,
255
  "unit": "원",
256
  "artifactPath": "macro/ecos/observations.parquet",
257
  "asOfPolicy": "observation_date <= price_as_of",
 
521
  "id": "driver:BAMLH0A0HYM2",
522
  "driverId": "BAMLH0A0HYM2",
523
  "status": "observed",
524
+ "date": "2026-07-07",
525
+ "value": 2.67,
526
  "unit": "%p",
527
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
528
  },
 
530
  "id": "driver:BASE_RATE",
531
  "driverId": "BASE_RATE",
532
  "status": "observed",
533
+ "date": "2026-07-06",
534
  "value": 2.5,
535
  "unit": "%",
536
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
 
548
  "id": "driver:DCOILWTICO",
549
  "driverId": "DCOILWTICO",
550
  "status": "observed",
551
+ "date": "2026-07-06",
552
+ "value": 69.6,
553
  "unit": "$",
554
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
555
  },
 
557
  "id": "driver:EXPORT",
558
  "driverId": "EXPORT",
559
  "status": "observed",
560
+ "date": "2026-05-01",
561
+ "value": 94342.2,
562
  "unit": "%",
563
  "sourceRef": "macro/ecos/observations.parquet#EXPORT"
564
  },
 
566
  "id": "driver:USDKRW",
567
  "driverId": "USDKRW",
568
  "status": "observed",
569
+ "date": "2026-07-08",
570
+ "value": 1498.5,
571
  "unit": "원",
572
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
573
  }
 
651
  "regime": {
652
  "kr": {
653
  "market": "KR",
654
+ "computedAt": "2026-07-08T23:07:07.783434+00:00",
655
  "forecast": {
656
  "models": {
657
  "lei": {
 
693
  },
694
  "us": {
695
  "market": "US",
696
+ "computedAt": "2026-07-08T23:07:07.841395+00:00",
697
  "forecast": {
698
  "models": {
699
  "probit": {
 
705
  "horizon": "12M",
706
  "timeKind": "leading",
707
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
708
+ "asOf": "2026-07-08",
709
  "seriesId": "T10Y3M",
710
  "staleAfterDays": 7
711
  },
 
721
  "staleAfterDays": 45
722
  },
723
  "lei": {
724
+ "level": 6231458.34,
725
  "mom6m": null,
726
  "signal": "expansion",
727
  "signalLabel": "확장",
 
755
  "curveShape": "steep_normal",
756
  "curveShapeLabel": "가파른정상",
757
  "curveSource": "NelsonSiegel.interpretation",
758
+ "asOf": "2026-07-08",
759
  "seriesId": "T10Y3M",
760
  "staleAfterDays": 7,
761
  "missing": []
landing/dashboards/meta.json CHANGED
@@ -1001,6 +1001,13 @@
1001
  "excerpt": "> **데이터 기준**: 2026-06-20 dartlab 실측 — Cisco Systems(CSCO) 미국 연결(USD), 분기→역년 합산. 2026 Q3 이후 숫자(주문·AI infrastructure orders·guidance·segment revenue)는 Cisco 공식 Q3",
1002
  "readTime": "10분"
1003
  },
 
 
 
 
 
 
 
1004
  "009450": {
1005
  "slug": "009450-kyungdong-navien",
1006
  "title": "경동나비엔 (009450) — 민둥산의 연탄회사가 미국 온수기 시장 절반을 먹었다",
 
1001
  "excerpt": "> **데이터 기준**: 2026-06-20 dartlab 실측 — Cisco Systems(CSCO) 미국 연결(USD), 분기→역년 합산. 2026 Q3 이후 숫자(주문·AI infrastructure orders·guidance·segment revenue)는 Cisco 공식 Q3",
1002
  "readTime": "10분"
1003
  },
1004
+ "000480": {
1005
+ "slug": "000480-cr-holdings",
1006
+ "title": "시알홀딩스 (000480) - 내화물은 식지 않는다",
1007
+ "date": "2026-07-09",
1008
+ "excerpt": "<script>",
1009
+ "readTime": "10분"
1010
+ },
1011
  "009450": {
1012
  "slug": "009450-kyungdong-navien",
1013
  "title": "경동나비엔 (009450) — 민둥산의 연탄회사가 미국 온수기 시장 절반을 먹었다",