갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,150 +1,150 @@
-{
-"version": "v19",
-"asOf": "2026-06-13",
-"kr": {
-"market": "KR",
-"phase": "recovery",
-"phaseLabel": "회복",
-"confidence": "high",
-"signals": [
-"CLI 급등 (+1.10)"
-],
-"sectorStrategy": {
-"high": "overweight",
-"moderate": "overweight",
-"defensive": "neutral",
-"low": "neutral"
-},
-"transition": null,
-"quadrant": {
-"quadrant": "stagflation",
-"quadrantLabel": "스태그플레이션",
-"growth": "falling",
-"growthSignal": -20.0,
-"inflation": "rising",
-"inflationSignal": 0.94,
-"assetImplication": {
-"equity": "underweight",
-"bond": "underweight",
-"commodity": "overweight",
-"gold": "overweight",
-"tips": "overweight",
-"cash": "overweight"
-},
-"confidence": "high",
-"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
-},
-"computedAt": "2026-06-12T15:39:37.996264+00:00"
-},
-"us": {
-"market": "US",
-"phase": "slowdown",
-"phaseLabel": "둔화",
-"confidence": "medium",
-"signals": [
-"HY 스프레드 안정 (280bp)",
-"수익률곡선 평탄화 (+0.40%)",
-"금 급등 (YoY +39.5%)",
-"CPI 4.3% — 물가 과열, 둔화 전조"
-],
-"sectorStrategy": {
-"defensive": "overweight",
-"moderate": "neutral",
-"high": "underweight",
-"low": "neutral"
-},
-"transition": {
-"from": "slowdown",
-"to": "contraction",
-"progress": 33,
-"triggered": [
-"gold_surging"
-],
-"pending": [
-"vix_spiking",
-"term_spread_inverted"
-]
-},
-"quadrant": {
-"quadrant": "reflation",
-"quadrantLabel": "리플레이션",
-"growth": "rising",
-"growthSignal": 662678.0,
-"inflation": "rising",
-"inflationSignal": 26.71,
-"assetImplication": {
-"equity": "overweight",
-"bond": "underweight",
-"commodity": "overweight",
-"gold": "neutral",
-"tips": "overweight",
-"cash": "underweight"
-},
-"confidence": "high",
-"description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
-},
-"computedAt": "2026-06-12T15:39:38.196754+00:00"
-},
-"sectorTailwind": {
-"automotive": {
-"kr": 0.4,
-"us": -0.3,
-"blended": 0.12
-},
-"biotech": {
-"kr": 0.0,
-"us": 0.2,
-"blended": 0.08
-},
-"chemicals": {
-"kr": 0.3,
-"us": -0.2,
-"blended": 0.1
-},
-"construction": {
-"kr": 0.5,
-"us": -0.4,
-"blended": 0.14
-},
-"display": {
-"kr": 0.3,
-"us": -0.2,
-"blended": 0.1
-},
-"energy": {
-"kr": 0.3,
-"us": 0.1,
-"blended": 0.22
-},
-"finance": {
-"kr": 0.4,
-"us": -0.1,
-"blended": 0.2
-},
-"it_software": {
-"kr": 0.4,
-"us": 0.1,
-"blended": 0.28
-},
-"retail": {
-"kr": 0.3,
-"us": -0.2,
-"blended": 0.1
-},
-"semiconductor": {
-"kr": 0.5,
-"us": -0.2,
-"blended": 0.22
-},
-"shipbuilding": {
-"kr": 0.3,
-"us": -0.1,
-"blended": 0.14
-},
-"steel": {
-"kr": 0.4,
-"us": -0.3,
-"blended": 0.12
-}
-}
+{
+"version": "v19",
+"asOf": "2026-06-12",
+"kr": {
+"market": "KR",
+"phase": "recovery",
+"phaseLabel": "회복",
+"confidence": "high",
+"signals": [
+"CLI 급등 (+1.10)"
+],
+"sectorStrategy": {
+"high": "overweight",
+"moderate": "overweight",
+"defensive": "neutral",
+"low": "neutral"
+},
+"transition": null,
+"quadrant": {
+"quadrant": "stagflation",
+"quadrantLabel": "스태그플레이션",
+"growth": "falling",
+"growthSignal": -20.0,
+"inflation": "rising",
+"inflationSignal": 0.94,
+"assetImplication": {
+"equity": "underweight",
+"bond": "underweight",
+"commodity": "overweight",
+"gold": "overweight",
+"tips": "overweight",
+"cash": "overweight"
+},
+"confidence": "high",
+"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
+},
+"computedAt": "2026-06-12T15:39:37.996264+00:00"
+},
+"us": {
+"market": "US",
+"phase": "slowdown",
+"phaseLabel": "둔화",
+"confidence": "medium",
+"signals": [
+"HY 스프레드 안정 (280bp)",
+"수익률곡선 평탄화 (+0.40%)",
+"금 급등 (YoY +39.5%)",
+"CPI 4.3% — 물가 과열, 둔화 전조"
+],
+"sectorStrategy": {
+"defensive": "overweight",
+"moderate": "neutral",
+"high": "underweight",
+"low": "neutral"
+},
+"transition": {
+"from": "slowdown",
+"to": "contraction",
+"progress": 33,
+"triggered": [
+"gold_surging"
+],
+"pending": [
+"vix_spiking",
+"term_spread_inverted"
+]
+},
+"quadrant": {
+"quadrant": "reflation",
+"quadrantLabel": "리플레이션",
+"growth": "rising",
+"growthSignal": 662678.0,
+"inflation": "rising",
+"inflationSignal": 26.71,
+"assetImplication": {
+"equity": "overweight",
+"bond": "underweight",
+"commodity": "overweight",
+"gold": "neutral",
+"tips": "overweight",
+"cash": "underweight"
+},
+"confidence": "high",
+"description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
+},
+"computedAt": "2026-06-12T15:39:38.196754+00:00"
+},
+"sectorTailwind": {
+"automotive": {
+"kr": 0.4,
+"us": -0.3,
+"blended": 0.12
+},
+"biotech": {
+"kr": 0.0,
+"us": 0.2,
+"blended": 0.08
+},
+"chemicals": {
+"kr": 0.3,
+"us": -0.2,
+"blended": 0.1
+},
+"construction": {
+"kr": 0.5,
+"us": -0.4,
+"blended": 0.14
+},
+"display": {
+"kr": 0.3,
+"us": -0.2,
+"blended": 0.1
+},
+"energy": {
+"kr": 0.3,
+"us": 0.1,
+"blended": 0.22
+},
+"finance": {
+"kr": 0.4,
+"us": -0.1,
+"blended": 0.2
+},
+"it_software": {
+"kr": 0.4,
+"us": 0.1,
+"blended": 0.28
+},
+"retail": {
+"kr": 0.3,
+"us": -0.2,
+"blended": 0.1
+},
+"semiconductor": {
+"kr": 0.5,
+"us": -0.2,
+"blended": 0.22
+},
+"shipbuilding": {
+"kr": 0.3,
+"us": -0.1,
+"blended": 0.14
+},
+"steel": {
+"kr": 0.4,
+"us": -0.3,
+"blended": 0.12
+}
+}
 }