갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -32,19 +32,20 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-10-12T01:06:41.388877+00:00"
+"computedAt": "2026-10-13T03:08:26.061472+00:00"
 },
 "us": {
 "market": "US",
 "phase": "expansion",
 "phaseLabel": "확장",
-"confidence": "low",
+"confidence": "medium",
 "status": "observed",
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
 "HY 스프레드 안정 (315bp)",
 "수익률곡선 평탄화 (+0.44%)",
+"VIX 안정 (14.8)",
 "금 급등 (YoY +22.1%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
@@ -85,7 +86,7 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-10-12T01:06:41.471251+00:00"
+"computedAt": "2026-10-13T03:08:26.169083+00:00"
 },
 "transmission": {
 "target": "KR:market",
@@ -93,7 +94,7 @@
 "market": "KR",
 "sectorKey": null,
 "asOf": "2026-10-13",
-"dataAsOf": "2026-10-09",
+"dataAsOf": "2026-10-12",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -275,17 +276,17 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-10-09",
-"value": 1342.8,
-"previousDate": "2026-10-08",
-"previousValue": 1338.5,
-"change": 4.2999999999999545,
+"date": "2026-10-12",
+"value": 1335.1,
+"previousDate": "2026-10-09",
+"previousValue": 1342.8,
+"change": -7.7000000000000455,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
 "status": "observed"
 },
-"signal": "rising"
+"signal": "falling"
 }
 ],
 "edges": [
@@ -325,7 +326,7 @@
 ],
 "evidenceLabel": "PRIOR",
 "sourceRef": "macro.transmission:edge:fx-export-revenue",
-"driverSignal": "rising",
+"driverSignal": "falling",
 "impactDirection": "twoSided",
 "resolvedEvidenceLevel": "sectorPrior",
 "companyEvidenceCoverage": 0.0,
@@ -637,8 +638,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-10-09",
-"value": 1342.8,
+"date": "2026-10-12",
+"value": 1335.1,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -667,7 +668,7 @@
 },
 "time": {
 "asOf": "2026-10-13",
-"dataAsOf": "2026-10-09",
+"dataAsOf": "2026-10-12",
 "period": null,
 "knowledgeBoundary": "2026-10-13"
 },
@@ -730,10 +731,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1342.8,
+"value": 1335.1,
 "unit": "원",
-"signal": "rising",
-"change": 4.2999999999999545,
+"signal": "falling",
+"change": -7.7000000000000455,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -784,7 +785,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-10-09",
+"observedAt": "2026-10-12",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -978,7 +979,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-10-12T01:06:46.282949+00:00",
+"computedAt": "2026-10-13T03:08:27.711947+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -1020,7 +1021,7 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-10-12T01:06:46.486643+00:00",
+"computedAt": "2026-10-13T03:08:27.982533+00:00",
 "forecast": {
 "models": {
 "probit": {
@@ -1048,7 +1049,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6289446.34,
+"level": 6289443.86,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",