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1 Parent(s): f665b22

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": "2026-10-19",
4
  "kr": {
5
  "market": "KR",
6
  "phase": null,
@@ -32,7 +32,7 @@
32
  "confidence": "high",
33
  "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
34
  },
35
- "computedAt": "2026-10-18T23:59:48.302146+00:00"
36
  },
37
  "us": {
38
  "market": "US",
@@ -43,8 +43,8 @@
43
  "observedInputs": 7,
44
  "totalInputs": 8,
45
  "signals": [
46
- "HY 스프레드 안정 (323bp)",
47
- "수익률곡선 평탄화 (+0.35%)",
48
  "CPI 4.0% — 물가 과열, 둔화 전조"
49
  ],
50
  "sectorStrategy": {
@@ -72,15 +72,15 @@
72
  "confidence": "high",
73
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
74
  },
75
- "computedAt": "2026-10-18T23:59:48.408731+00:00"
76
  },
77
  "transmission": {
78
  "target": "KR:market",
79
  "stockCode": null,
80
  "market": "KR",
81
  "sectorKey": null,
82
- "asOf": "2026-10-19",
83
- "dataAsOf": "2026-10-16",
84
  "drivers": [
85
  {
86
  "id": "BAMLH0A0HYM2",
@@ -102,17 +102,17 @@
102
  "sourceLineage": {
103
  "source": "FRED",
104
  "sourceSeriesId": "BAMLH0A0HYM2",
105
- "date": "2026-10-15",
106
- "value": 3.23,
107
- "previousDate": "2026-10-14",
108
- "previousValue": 3.25,
109
- "change": -0.020000000000000018,
110
  "unit": "%p",
111
  "artifactPath": "macro/fred/observations.parquet",
112
  "asOfPolicy": "observation_date <= price_as_of",
113
  "status": "observed"
114
  },
115
- "signal": "falling"
116
  },
117
  {
118
  "id": "BASE_RATE",
@@ -134,9 +134,9 @@
134
  "sourceLineage": {
135
  "source": "ECOS",
136
  "sourceSeriesId": "BASE_RATE",
137
- "date": "2026-10-08",
138
  "value": 3.0,
139
- "previousDate": "2026-10-07",
140
  "previousValue": 3.0,
141
  "change": 0.0,
142
  "unit": "%",
@@ -262,11 +262,11 @@
262
  "sourceLineage": {
263
  "source": "ECOS",
264
  "sourceSeriesId": "USDKRW",
265
- "date": "2026-10-16",
266
- "value": 1331.4,
267
- "previousDate": "2026-10-15",
268
- "previousValue": 1344.6,
269
- "change": -13.199999999999818,
270
  "unit": "원",
271
  "artifactPath": "macro/ecos/observations.parquet",
272
  "asOfPolicy": "observation_date <= price_as_of",
@@ -479,8 +479,8 @@
479
  ],
480
  "evidenceLabel": "OBS",
481
  "sourceRef": "macro.transmission:edge:hy-risk-premium",
482
- "driverSignal": "falling",
483
- "impactDirection": "tailwind",
484
  "resolvedEvidenceLevel": "observed",
485
  "companyEvidenceCoverage": 0.0,
486
  "matchedCompanyRequirements": [],
@@ -579,8 +579,8 @@
579
  "id": "driver:BAMLH0A0HYM2",
580
  "driverId": "BAMLH0A0HYM2",
581
  "status": "observed",
582
- "date": "2026-10-15",
583
- "value": 3.23,
584
  "unit": "%p",
585
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
586
  },
@@ -588,7 +588,7 @@
588
  "id": "driver:BASE_RATE",
589
  "driverId": "BASE_RATE",
590
  "status": "observed",
591
- "date": "2026-10-08",
592
  "value": 3.0,
593
  "unit": "%",
594
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -624,8 +624,8 @@
624
  "id": "driver:USDKRW",
625
  "driverId": "USDKRW",
626
  "status": "observed",
627
- "date": "2026-10-16",
628
- "value": 1331.4,
629
  "unit": "원",
630
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
631
  }
@@ -653,15 +653,15 @@
653
  "version": "1"
654
  },
655
  "time": {
656
- "asOf": "2026-10-19",
657
- "dataAsOf": "2026-10-16",
658
  "period": null,
659
- "knowledgeBoundary": "2026-10-19"
660
  },
661
  "status": "partial",
662
  "conclusion": {
663
- "label": "거시 순풍 경로 우세",
664
- "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개를 확인했지만 개별 회사 재무 근거에는 아직 바인딩되지 않았습니다."
665
  },
666
  "confidence": {
667
  "level": "medium",
@@ -672,10 +672,10 @@
672
  {
673
  "id": "BAMLH0A0HYM2",
674
  "label": "미국 HY 스프레드",
675
- "value": 3.23,
676
  "unit": "%p",
677
- "signal": "falling",
678
- "change": -0.020000000000000018,
679
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
680
  },
681
  {
@@ -717,10 +717,10 @@
717
  {
718
  "id": "USDKRW",
719
  "label": "원/달러",
720
- "value": 1331.4,
721
  "unit": "원",
722
  "signal": "falling",
723
- "change": -13.199999999999818,
724
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
725
  }
726
  ],
@@ -731,7 +731,7 @@
731
  "kind": "macroObservation",
732
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
733
  "status": "observed",
734
- "observedAt": "2026-10-15",
735
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
736
  },
737
  {
@@ -739,7 +739,7 @@
739
  "kind": "macroObservation",
740
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
741
  "status": "observed",
742
- "observedAt": "2026-10-08",
743
  "detail": "한국 기준금리 최신 관측과 직전 변화"
744
  },
745
  {
@@ -771,7 +771,7 @@
771
  "kind": "macroObservation",
772
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
773
  "status": "observed",
774
- "observedAt": "2026-10-16",
775
  "detail": "원/달러 최신 관측과 직전 변화"
776
  }
777
  ],
@@ -965,7 +965,7 @@
965
  "regime": {
966
  "kr": {
967
  "market": "KR",
968
- "computedAt": "2026-10-18T23:59:49.989604+00:00",
969
  "forecast": {
970
  "models": {
971
  "lei": {
@@ -1007,19 +1007,19 @@
1007
  },
1008
  "us": {
1009
  "market": "US",
1010
- "computedAt": "2026-10-18T23:59:50.253248+00:00",
1011
  "forecast": {
1012
  "models": {
1013
  "probit": {
1014
- "probability": 0.1449,
1015
  "probabilityRounded": 0.15,
1016
  "zone": "low",
1017
  "zoneLabel": "낮음",
1018
- "spread": 0.83,
1019
  "horizon": "12M",
1020
  "timeKind": "leading",
1021
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
1022
- "asOf": "2026-10-16",
1023
  "seriesId": "T10Y3M",
1024
  "staleAfterDays": 7
1025
  },
@@ -1035,7 +1035,7 @@
1035
  "staleAfterDays": 45
1036
  },
1037
  "lei": {
1038
- "level": 6289433.88,
1039
  "mom6m": null,
1040
  "signal": "expansion",
1041
  "signalLabel": "확장",
@@ -1064,12 +1064,12 @@
1064
  "missing": []
1065
  },
1066
  "rates": {
1067
- "spread10y3m": 0.83,
1068
  "sign": "+",
1069
  "curveShape": "steep_normal",
1070
  "curveShapeLabel": "가파른정상",
1071
  "curveSource": "NelsonSiegel.interpretation",
1072
- "asOf": "2026-10-16",
1073
  "seriesId": "T10Y3M",
1074
  "staleAfterDays": 7,
1075
  "missing": []
 
1
  {
2
  "version": "v20",
3
+ "asOf": "2026-10-20",
4
  "kr": {
5
  "market": "KR",
6
  "phase": null,
 
32
  "confidence": "high",
33
  "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
34
  },
35
+ "computedAt": "2026-10-20T01:00:32.675167+00:00"
36
  },
37
  "us": {
38
  "market": "US",
 
43
  "observedInputs": 7,
44
  "totalInputs": 8,
45
  "signals": [
46
+ "HY 스프레드 안정 (331bp)",
47
+ "수익률곡선 평탄화 (+0.38%)",
48
  "CPI 4.0% — 물가 과열, 둔화 전조"
49
  ],
50
  "sectorStrategy": {
 
72
  "confidence": "high",
73
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
74
  },
75
+ "computedAt": "2026-10-20T01:00:32.763923+00:00"
76
  },
77
  "transmission": {
78
  "target": "KR:market",
79
  "stockCode": null,
80
  "market": "KR",
81
  "sectorKey": null,
82
+ "asOf": "2026-10-20",
83
+ "dataAsOf": "2026-10-19",
84
  "drivers": [
85
  {
86
  "id": "BAMLH0A0HYM2",
 
102
  "sourceLineage": {
103
  "source": "FRED",
104
  "sourceSeriesId": "BAMLH0A0HYM2",
105
+ "date": "2026-10-16",
106
+ "value": 3.31,
107
+ "previousDate": "2026-10-15",
108
+ "previousValue": 3.23,
109
+ "change": 0.08000000000000007,
110
  "unit": "%p",
111
  "artifactPath": "macro/fred/observations.parquet",
112
  "asOfPolicy": "observation_date <= price_as_of",
113
  "status": "observed"
114
  },
115
+ "signal": "rising"
116
  },
117
  {
118
  "id": "BASE_RATE",
 
134
  "sourceLineage": {
135
  "source": "ECOS",
136
  "sourceSeriesId": "BASE_RATE",
137
+ "date": "2026-10-19",
138
  "value": 3.0,
139
+ "previousDate": "2026-10-18",
140
  "previousValue": 3.0,
141
  "change": 0.0,
142
  "unit": "%",
 
262
  "sourceLineage": {
263
  "source": "ECOS",
264
  "sourceSeriesId": "USDKRW",
265
+ "date": "2026-10-19",
266
+ "value": 1330.3,
267
+ "previousDate": "2026-10-16",
268
+ "previousValue": 1331.4,
269
+ "change": -1.1000000000001364,
270
  "unit": "원",
271
  "artifactPath": "macro/ecos/observations.parquet",
272
  "asOfPolicy": "observation_date <= price_as_of",
 
479
  ],
480
  "evidenceLabel": "OBS",
481
  "sourceRef": "macro.transmission:edge:hy-risk-premium",
482
+ "driverSignal": "rising",
483
+ "impactDirection": "headwind",
484
  "resolvedEvidenceLevel": "observed",
485
  "companyEvidenceCoverage": 0.0,
486
  "matchedCompanyRequirements": [],
 
579
  "id": "driver:BAMLH0A0HYM2",
580
  "driverId": "BAMLH0A0HYM2",
581
  "status": "observed",
582
+ "date": "2026-10-16",
583
+ "value": 3.31,
584
  "unit": "%p",
585
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
586
  },
 
588
  "id": "driver:BASE_RATE",
589
  "driverId": "BASE_RATE",
590
  "status": "observed",
591
+ "date": "2026-10-19",
592
  "value": 3.0,
593
  "unit": "%",
594
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
 
624
  "id": "driver:USDKRW",
625
  "driverId": "USDKRW",
626
  "status": "observed",
627
+ "date": "2026-10-19",
628
+ "value": 1330.3,
629
  "unit": "원",
630
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
631
  }
 
653
  "version": "1"
654
  },
655
  "time": {
656
+ "asOf": "2026-10-20",
657
+ "dataAsOf": "2026-10-19",
658
  "period": null,
659
+ "knowledgeBoundary": "2026-10-20"
660
  },
661
  "status": "partial",
662
  "conclusion": {
663
+ "label": "거시 전파 경로 혼재",
664
+ "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개를 확인했지만 개별 회사 재무 근거에는 아직 바인딩되지 않았습니다."
665
  },
666
  "confidence": {
667
  "level": "medium",
 
672
  {
673
  "id": "BAMLH0A0HYM2",
674
  "label": "미국 HY 스프레드",
675
+ "value": 3.31,
676
  "unit": "%p",
677
+ "signal": "rising",
678
+ "change": 0.08000000000000007,
679
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
680
  },
681
  {
 
717
  {
718
  "id": "USDKRW",
719
  "label": "원/달러",
720
+ "value": 1330.3,
721
  "unit": "원",
722
  "signal": "falling",
723
+ "change": -1.1000000000001364,
724
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
725
  }
726
  ],
 
731
  "kind": "macroObservation",
732
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
733
  "status": "observed",
734
+ "observedAt": "2026-10-16",
735
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
736
  },
737
  {
 
739
  "kind": "macroObservation",
740
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
741
  "status": "observed",
742
+ "observedAt": "2026-10-19",
743
  "detail": "한국 기준금리 최신 관측과 직전 변화"
744
  },
745
  {
 
771
  "kind": "macroObservation",
772
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
773
  "status": "observed",
774
+ "observedAt": "2026-10-19",
775
  "detail": "원/달러 최신 관측과 직전 변화"
776
  }
777
  ],
 
965
  "regime": {
966
  "kr": {
967
  "market": "KR",
968
+ "computedAt": "2026-10-20T01:00:35.154953+00:00",
969
  "forecast": {
970
  "models": {
971
  "lei": {
 
1007
  },
1008
  "us": {
1009
  "market": "US",
1010
+ "computedAt": "2026-10-20T01:00:35.343136+00:00",
1011
  "forecast": {
1012
  "models": {
1013
  "probit": {
1014
+ "probability": 0.1378,
1015
  "probabilityRounded": 0.15,
1016
  "zone": "low",
1017
  "zoneLabel": "낮음",
1018
+ "spread": 0.88,
1019
  "horizon": "12M",
1020
  "timeKind": "leading",
1021
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
1022
+ "asOf": "2026-10-19",
1023
  "seriesId": "T10Y3M",
1024
  "staleAfterDays": 7
1025
  },
 
1035
  "staleAfterDays": 45
1036
  },
1037
  "lei": {
1038
+ "level": 6289439.5,
1039
  "mom6m": null,
1040
  "signal": "expansion",
1041
  "signalLabel": "확장",
 
1064
  "missing": []
1065
  },
1066
  "rates": {
1067
+ "spread10y3m": 0.88,
1068
  "sign": "+",
1069
  "curveShape": "steep_normal",
1070
  "curveShapeLabel": "가파른정상",
1071
  "curveSource": "NelsonSiegel.interpretation",
1072
+ "asOf": "2026-10-19",
1073
  "seriesId": "T10Y3M",
1074
  "staleAfterDays": 7,
1075
  "missing": []