갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-08-04",
+"asOf": "2026-08-05",
 "kr": {
 "market": "KR",
 "phase": null,
@@ -32,7 +32,7 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-08-03T23:28:20.740855+00:00"
+"computedAt": "2026-08-04T23:31:17.282902+00:00"
 },
 "us": {
 "market": "US",
@@ -43,8 +43,8 @@
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (284bp)",
-"수익률곡선 평탄화 (+0.45%)",
+"HY 스프레드 안정 (278bp)",
+"수익률곡선 평탄화 (+0.43%)",
 "금 급등 (YoY +27.9%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
@@ -71,7 +71,7 @@
 "quadrant": "reflation",
 "quadrantLabel": "리플레이션",
 "growth": "rising",
-"growthSignal": 657323.0,
+"growthSignal": 656497.0,
 "inflation": "rising",
 "inflationSignal": 25.52,
 "assetImplication": {
@@ -85,15 +85,15 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-08-03T23:28:20.844236+00:00"
+"computedAt": "2026-08-04T23:31:17.393796+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-08-04",
-"dataAsOf": "2026-08-03",
+"asOf": "2026-08-05",
+"dataAsOf": "2026-08-04",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -115,11 +115,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-07-30",
-"value": 2.84,
-"previousDate": "2026-07-29",
-"previousValue": 2.87,
-"change": -0.03000000000000025,
+"date": "2026-08-03",
+"value": 2.78,
+"previousDate": "2026-07-31",
+"previousValue": 2.85,
+"change": -0.07000000000000028,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -275,11 +275,11 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-08-03",
-"value": 1429.8,
-"previousDate": "2026-07-31",
-"previousValue": 1424.0,
-"change": 5.7999999999999545,
+"date": "2026-08-04",
+"value": 1432.5,
+"previousDate": "2026-08-03",
+"previousValue": 1429.8,
+"change": 2.7000000000000455,
 "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": "2026-07-30",
-"value": 2.84,
+"date": "2026-08-03",
+"value": 2.78,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -637,8 +637,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-08-03",
-"value": 1429.8,
+"date": "2026-08-04",
+"value": 1432.5,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -666,10 +666,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-08-04",
-"dataAsOf": "2026-08-03",
+"asOf": "2026-08-05",
+"dataAsOf": "2026-08-04",
 "period": null,
-"knowledgeBoundary": "2026-08-04"
+"knowledgeBoundary": "2026-08-05"
 },
 "status": "partial",
 "conclusion": {
@@ -685,10 +685,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 2.84,
+"value": 2.78,
 "unit": "%p",
 "signal": "falling",
-"change": -0.03000000000000025,
+"change": -0.07000000000000028,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -730,10 +730,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1429.8,
+"value": 1432.5,
 "unit": "원",
 "signal": "rising",
-"change": 5.7999999999999545,
+"change": 2.7000000000000455,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -744,7 +744,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-07-30",
+"observedAt": "2026-08-03",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -784,7 +784,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-08-03",
+"observedAt": "2026-08-04",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -978,7 +978,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-08-03T23:28:28.666774+00:00",
+"computedAt": "2026-08-04T23:31:22.309930+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -1020,19 +1020,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-08-03T23:28:28.924395+00:00",
+"computedAt": "2026-08-04T23:31:22.586156+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1507,
+"probability": 0.1582,
 "probabilityRounded": 0.15,
 "zone": "moderate",
 "zoneLabel": "보통",
-"spread": 0.79,
+"spread": 0.74,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-08-03",
+"asOf": "2026-08-04",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1048,7 +1048,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6231470.44,
+"level": 6223619.17,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1077,12 +1077,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.79,
+"spread10y3m": 0.74,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-08-03",
+"asOf": "2026-08-04",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []