갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-11-10",
+"asOf": "2026-11-11",
 "kr": {
 "market": "KR",
 "phase": null,
@@ -32,21 +32,20 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-11-10T04:09:38.272578+00:00"
+"computedAt": "2026-11-11T01:49:59.158644+00:00"
 },
 "us": {
 "market": "US",
 "phase": "slowdown",
 "phaseLabel": "둔화",
-"confidence": "high",
+"confidence": "medium",
 "status": "observed",
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (342bp)",
-"수익률곡선 평탄화 (+0.32%)",
-"VIX 상승 (25.6)",
-"CPI 4.0% — 물가 과열, 둔화 전조"
+"HY 스프레드 안정 (334bp)",
+"수익률곡선 평탄화 (+0.25%)",
+"CPI 4.1% — 물가 과열, 둔화 전조"
 ],
 "sectorStrategy": {
 "defensive": "overweight",
@@ -61,7 +60,7 @@
 "growth": "rising",
 "growthSignal": 677197.0,
 "inflation": "rising",
-"inflationSignal": 24.25,
+"inflationSignal": 24.12,
 "assetImplication": {
 "equity": "overweight",
 "bond": "underweight",
@@ -73,15 +72,15 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-11-10T04:09:38.375563+00:00"
+"computedAt": "2026-11-11T01:49:59.264815+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-11-10",
-"dataAsOf": "2026-11-09",
+"asOf": "2026-11-11",
+"dataAsOf": "2026-11-10",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -103,11 +102,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-11-06",
-"value": 3.42,
-"previousDate": "2026-11-05",
-"previousValue": 3.48,
-"change": -0.06000000000000005,
+"date": "2026-11-09",
+"value": 3.34,
+"previousDate": "2026-11-06",
+"previousValue": 3.42,
+"change": -0.08000000000000007,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -135,9 +134,9 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
-"date": "2026-11-07",
+"date": "2026-11-08",
 "value": 3.0,
-"previousDate": "2026-11-06",
+"previousDate": "2026-11-07",
 "previousValue": 3.0,
 "change": 0.0,
 "unit": "%",
@@ -263,11 +262,11 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-11-09",
-"value": 1347.1,
-"previousDate": "2026-11-06",
-"previousValue": 1356.6,
-"change": -9.5,
+"date": "2026-11-10",
+"value": 1337.5,
+"previousDate": "2026-11-09",
+"previousValue": 1347.1,
+"change": -9.599999999999909,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -580,8 +579,8 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-11-06",
-"value": 3.42,
+"date": "2026-11-09",
+"value": 3.34,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -589,7 +588,7 @@
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
-"date": "2026-11-07",
+"date": "2026-11-08",
 "value": 3.0,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -625,8 +624,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-11-09",
-"value": 1347.1,
+"date": "2026-11-10",
+"value": 1337.5,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -654,10 +653,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-11-10",
-"dataAsOf": "2026-11-09",
+"asOf": "2026-11-11",
+"dataAsOf": "2026-11-10",
 "period": null,
-"knowledgeBoundary": "2026-11-10"
+"knowledgeBoundary": "2026-11-11"
 },
 "status": "partial",
 "conclusion": {
@@ -673,10 +672,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 3.42,
+"value": 3.34,
 "unit": "%p",
 "signal": "falling",
-"change": -0.06000000000000005,
+"change": -0.08000000000000007,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -718,10 +717,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1347.1,
+"value": 1337.5,
 "unit": "원",
 "signal": "falling",
-"change": -9.5,
+"change": -9.599999999999909,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -732,7 +731,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-11-06",
+"observedAt": "2026-11-09",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -740,7 +739,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
 "status": "observed",
-"observedAt": "2026-11-07",
+"observedAt": "2026-11-08",
 "detail": "한국 기준금리 최신 관측과 직전 변화"
 },
 {
@@ -772,7 +771,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-11-09",
+"observedAt": "2026-11-10",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -966,7 +965,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-11-10T04:10:44.176598+00:00",
+"computedAt": "2026-11-11T01:50:00.891003+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -1008,19 +1007,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-11-10T04:10:44.448661+00:00",
+"computedAt": "2026-11-11T01:50:01.165512+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.174,
+"probability": 0.1676,
 "probabilityRounded": 0.15,
 "zone": "moderate",
 "zoneLabel": "보통",
-"spread": 0.64,
+"spread": 0.68,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-11-09",
+"asOf": "2026-11-10",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1036,7 +1035,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6419822.01,
+"level": 6419847.76,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1065,12 +1064,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.64,
+"spread10y3m": 0.68,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-11-09",
+"asOf": "2026-11-10",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []