갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,13 +1,13 @@
 {
 "version": "v20",
-"asOf": "2026-07-01",
+"asOf": "2026-07-02",
 "kr": {
 "market": "KR",
 "phase": "recovery",
 "phaseLabel": "회복",
 "confidence": "high",
 "signals": [
-"CLI 급등 (+1.10)"
+"CLI 급등 (+1.30)"
 ],
 "sectorStrategy": {
 "high": "overweight",
@@ -34,7 +34,7 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-06-30T23:30:11.099509+00:00"
+"computedAt": "2026-07-01T23:26:43.826660+00:00"
 },
 "us": {
 "market": "US",
@@ -42,8 +42,8 @@
 "phaseLabel": "둔화",
 "confidence": "medium",
 "signals": [
-"HY 스프레드 안정 (280bp)",
-"수익률곡선 평탄화 (+0.30%)",
+"HY 스프레드 안정 (275bp)",
+"수익률곡선 평탄화 (+0.31%)",
 "금 급등 (YoY +37.3%)",
 "CPI 4.3% — 물가 과열, 둔화 전조"
 ],
@@ -83,12 +83,12 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-06-30T23:30:11.198839+00:00"
+"computedAt": "2026-07-01T23:26:43.926905+00:00"
 },
 "transmission": {
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-06-30",
+"asOf": "2026-07-01",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -110,8 +110,8 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-06-29",
-"value": 2.8,
+"date": "2026-06-30",
+"value": 2.75,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -138,7 +138,7 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
-"date": "2026-06-28",
+"date": "2026-07-01",
 "value": 2.5,
 "unit": "%",
 "artifactPath": "macro/ecos/observations.parquet",
@@ -194,8 +194,8 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "DCOILWTICO",
-"date": "2026-06-22",
-"value": 78.94,
+"date": "2026-06-29",
+"value": 71.87,
 "unit": "$",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -250,8 +250,8 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-06-30",
-"value": 1549.4,
+"date": "2026-07-01",
+"value": 1554.9,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -521,8 +521,8 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-06-29",
-"value": 2.8,
+"date": "2026-06-30",
+"value": 2.75,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -530,7 +530,7 @@
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
-"date": "2026-06-28",
+"date": "2026-07-01",
 "value": 2.5,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -548,8 +548,8 @@
 "id": "driver:DCOILWTICO",
 "driverId": "DCOILWTICO",
 "status": "observed",
-"date": "2026-06-22",
-"value": 78.94,
+"date": "2026-06-29",
+"value": 71.87,
 "unit": "$",
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
 },
@@ -566,8 +566,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-06-30",
-"value": 1549.4,
+"date": "2026-07-01",
+"value": 1554.9,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -651,15 +651,15 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-06-30T23:30:18.249573+00:00",
+"computedAt": "2026-07-01T23:26:48.615117+00:00",
 "forecast": {
 "models": {
 "lei": {
-"cliMomentum": 1.1,
-"cliLevel": 127.5,
+"cliMomentum": 1.3,
+"cliLevel": 128.8,
 "growthApprox": null,
 "growthLabel": null,
-"asOf": "2026-04-01",
+"asOf": "2026-05-01",
 "staleAfterDays": 75
 }
 },
@@ -693,19 +693,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-06-30T23:30:18.307123+00:00",
+"computedAt": "2026-07-01T23:26:48.670552+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1856,
+"probability": 0.1756,
 "probabilityRounded": 0.2,
 "zone": "moderate",
 "zoneLabel": "보통",
-"spread": 0.57,
+"spread": 0.63,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-06-30",
+"asOf": "2026-07-01",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -721,7 +721,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6282235.69,
+"level": 6282234.87,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -750,12 +750,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.57,
+"spread10y3m": 0.63,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-06-30",
+"asOf": "2026-07-01",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []