갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-08-05",
+"asOf": "2026-08-06",
 "kr": {
 "market": "KR",
 "phase": null,
@@ -15,24 +15,24 @@
 "sectorStrategy": {},
 "transition": null,
 "quadrant": {
-"quadrant": "stagflation",
-"quadrantLabel": "스태그플레이션",
+"quadrant": "deflation",
+"quadrantLabel": "디플레이션",
 "growth": "falling",
 "growthSignal": -20.0,
-"inflation": "rising",
-"inflationSignal": 0.52,
+"inflation": "falling",
+"inflationSignal": -0.13,
 "assetImplication": {
 "equity": "underweight",
-"bond": "underweight",
-"commodity": "overweight",
-"gold": "overweight",
-"tips": "overweight",
-"cash": "overweight"
+"bond": "overweight",
+"commodity": "underweight",
+"gold": "neutral",
+"tips": "underweight",
+"cash": "neutral"
 },
-"confidence": "high",
-"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
+"confidence": "medium",
+"description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
 },
-"computedAt": "2026-08-04T23:31:17.282902+00:00"
+"computedAt": "2026-08-05T23:29:45.150193+00:00"
 },
 "us": {
 "market": "US",
@@ -43,8 +43,8 @@
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (278bp)",
-"수익률곡선 평탄화 (+0.43%)",
+"HY 스프레드 안정 (273bp)",
+"수익률곡선 평탄화 (+0.45%)",
 "금 급등 (YoY +27.9%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
@@ -85,15 +85,15 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-08-04T23:31:17.393796+00:00"
+"computedAt": "2026-08-05T23:29:45.275188+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-08-05",
-"dataAsOf": "2026-08-04",
+"asOf": "2026-08-06",
+"dataAsOf": "2026-08-05",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -115,11 +115,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-08-03",
-"value": 2.78,
-"previousDate": "2026-07-31",
-"previousValue": 2.85,
-"change": -0.07000000000000028,
+"date": "2026-08-04",
+"value": 2.73,
+"previousDate": "2026-08-03",
+"previousValue": 2.78,
+"change": -0.04999999999999982,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -179,17 +179,17 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "CPI",
-"date": "2026-06-01",
-"value": 119.99,
-"previousDate": "2026-05-01",
-"previousValue": 119.92,
-"change": 0.06999999999999318,
+"date": "2026-07-01",
+"value": 119.77,
+"previousDate": "2026-06-01",
+"previousValue": 119.99,
+"change": -0.21999999999999886,
 "unit": "%",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
 "status": "observed"
 },
-"signal": "rising"
+"signal": "falling"
 },
 {
 "id": "DCOILWTICO",
@@ -211,11 +211,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "DCOILWTICO",
-"date": "2026-07-27",
-"value": 84.25,
-"previousDate": "2026-07-24",
-"previousValue": 91.74,
-"change": -7.489999999999995,
+"date": "2026-08-03",
+"value": 81.96,
+"previousDate": "2026-07-31",
+"previousValue": 86.16,
+"change": -4.200000000000003,
 "unit": "$",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -275,17 +275,17 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-08-04",
-"value": 1432.5,
-"previousDate": "2026-08-03",
-"previousValue": 1429.8,
-"change": 2.7000000000000455,
+"date": "2026-08-05",
+"value": 1424.5,
+"previousDate": "2026-08-04",
+"previousValue": 1432.5,
+"change": -8.0,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
 "status": "observed"
 },
-"signal": "rising"
+"signal": "falling"
 }
 ],
 "edges": [
@@ -325,7 +325,7 @@
 ],
 "evidenceLabel": "PRIOR",
 "sourceRef": "macro.transmission:edge:fx-export-revenue",
-"driverSignal": "rising",
+"driverSignal": "falling",
 "impactDirection": "twoSided",
 "resolvedEvidenceLevel": "sectorPrior",
 "companyEvidenceCoverage": 0.0,
@@ -579,7 +579,7 @@
 ],
 "evidenceLabel": "TPL",
 "sourceRef": "macro.transmission:edge:cpi-utility-tariff",
-"driverSignal": "rising",
+"driverSignal": "falling",
 "impactDirection": "twoSided",
 "resolvedEvidenceLevel": "template",
 "companyEvidenceCoverage": 0.0,
@@ -592,8 +592,8 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-08-03",
-"value": 2.78,
+"date": "2026-08-04",
+"value": 2.73,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -610,8 +610,8 @@
 "id": "driver:CPI",
 "driverId": "CPI",
 "status": "observed",
-"date": "2026-06-01",
-"value": 119.99,
+"date": "2026-07-01",
+"value": 119.77,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#CPI"
 },
@@ -619,8 +619,8 @@
 "id": "driver:DCOILWTICO",
 "driverId": "DCOILWTICO",
 "status": "observed",
-"date": "2026-07-27",
-"value": 84.25,
+"date": "2026-08-03",
+"value": 81.96,
 "unit": "$",
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
 },
@@ -637,8 +637,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-08-04",
-"value": 1432.5,
+"date": "2026-08-05",
+"value": 1424.5,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -666,10 +666,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-08-05",
-"dataAsOf": "2026-08-04",
+"asOf": "2026-08-06",
+"dataAsOf": "2026-08-05",
 "period": null,
-"knowledgeBoundary": "2026-08-05"
+"knowledgeBoundary": "2026-08-06"
 },
 "status": "partial",
 "conclusion": {
@@ -685,10 +685,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 2.78,
+"value": 2.73,
 "unit": "%p",
 "signal": "falling",
-"change": -0.07000000000000028,
+"change": -0.04999999999999982,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -703,19 +703,19 @@
 {
 "id": "CPI",
 "label": "소비자물가 YoY",
-"value": 119.99,
+"value": 119.77,
 "unit": "%",
-"signal": "rising",
-"change": 0.06999999999999318,
+"signal": "falling",
+"change": -0.21999999999999886,
 "sourceRef": "macro/ecos/observations.parquet#CPI"
 },
 {
 "id": "DCOILWTICO",
 "label": "WTI",
-"value": 84.25,
+"value": 81.96,
 "unit": "$",
 "signal": "falling",
-"change": -7.489999999999995,
+"change": -4.200000000000003,
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
 },
 {
@@ -730,10 +730,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1432.5,
+"value": 1424.5,
 "unit": "원",
-"signal": "rising",
-"change": 2.7000000000000455,
+"signal": "falling",
+"change": -8.0,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -744,7 +744,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-08-03",
+"observedAt": "2026-08-04",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -760,7 +760,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#CPI",
 "status": "observed",
-"observedAt": "2026-06-01",
+"observedAt": "2026-07-01",
 "detail": "소비자물가 YoY 최신 관측과 직전 변화"
 },
 {
@@ -768,7 +768,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
 "status": "observed",
-"observedAt": "2026-07-27",
+"observedAt": "2026-08-03",
 "detail": "WTI 최신 관측과 직전 변화"
 },
 {
@@ -784,7 +784,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-08-04",
+"observedAt": "2026-08-05",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -978,7 +978,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-08-04T23:31:22.309930+00:00",
+"computedAt": "2026-08-05T23:29:50.023063+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -1020,7 +1020,7 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-08-04T23:31:22.586156+00:00",
+"computedAt": "2026-08-05T23:29:50.276482+00:00",
 "forecast": {
 "models": {
 "probit": {
@@ -1032,7 +1032,7 @@
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-08-04",
+"asOf": "2026-08-05",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1048,7 +1048,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6223619.17,
+"level": 6223619.61,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1082,7 +1082,7 @@
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-08-04",
+"asOf": "2026-08-05",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []