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Commit
727a611
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1 Parent(s): adbfcdc

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": "2026-09-17",
4
  "kr": {
5
  "market": "KR",
6
  "phase": null,
@@ -18,7 +18,7 @@
18
  "quadrant": "stagflation",
19
  "quadrantLabel": "스태그플레이션",
20
  "growth": "falling",
21
- "growthSignal": -12.0,
22
  "inflation": "rising",
23
  "inflationSignal": 0.05,
24
  "assetImplication": {
@@ -32,7 +32,7 @@
32
  "confidence": "medium",
33
  "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
34
  },
35
- "computedAt": "2026-09-17T00:41:58.027399+00:00"
36
  },
37
  "us": {
38
  "market": "US",
@@ -43,7 +43,7 @@
43
  "observedInputs": 7,
44
  "totalInputs": 8,
45
  "signals": [
46
- "HY 스프레드 안정 (276bp)",
47
  "수익률곡선 평탄화 (+0.27%)",
48
  "금 급등 (YoY +22.1%)",
49
  "CPI 3.7% — 인플레 동반 확장"
@@ -85,15 +85,15 @@
85
  "confidence": "high",
86
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
87
  },
88
- "computedAt": "2026-09-17T00:41:58.144374+00:00"
89
  },
90
  "transmission": {
91
  "target": "KR:market",
92
  "stockCode": null,
93
  "market": "KR",
94
  "sectorKey": null,
95
- "asOf": "2026-09-17",
96
- "dataAsOf": "2026-09-16",
97
  "drivers": [
98
  {
99
  "id": "BAMLH0A0HYM2",
@@ -115,17 +115,17 @@
115
  "sourceLineage": {
116
  "source": "FRED",
117
  "sourceSeriesId": "BAMLH0A0HYM2",
118
- "date": "2026-09-15",
119
- "value": 2.76,
120
- "previousDate": "2026-09-14",
121
- "previousValue": 2.71,
122
- "change": 0.04999999999999982,
123
  "unit": "%p",
124
  "artifactPath": "macro/fred/observations.parquet",
125
  "asOfPolicy": "observation_date <= price_as_of",
126
  "status": "observed"
127
  },
128
- "signal": "rising"
129
  },
130
  {
131
  "id": "BASE_RATE",
@@ -275,11 +275,11 @@
275
  "sourceLineage": {
276
  "source": "ECOS",
277
  "sourceSeriesId": "USDKRW",
278
- "date": "2026-09-16",
279
- "value": 1368.6,
280
- "previousDate": "2026-09-15",
281
- "previousValue": 1359.4,
282
- "change": 9.199999999999818,
283
  "unit": "원",
284
  "artifactPath": "macro/ecos/observations.parquet",
285
  "asOfPolicy": "observation_date <= price_as_of",
@@ -492,8 +492,8 @@
492
  ],
493
  "evidenceLabel": "OBS",
494
  "sourceRef": "macro.transmission:edge:hy-risk-premium",
495
- "driverSignal": "rising",
496
- "impactDirection": "headwind",
497
  "resolvedEvidenceLevel": "observed",
498
  "companyEvidenceCoverage": 0.0,
499
  "matchedCompanyRequirements": [],
@@ -592,8 +592,8 @@
592
  "id": "driver:BAMLH0A0HYM2",
593
  "driverId": "BAMLH0A0HYM2",
594
  "status": "observed",
595
- "date": "2026-09-15",
596
- "value": 2.76,
597
  "unit": "%p",
598
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
599
  },
@@ -637,8 +637,8 @@
637
  "id": "driver:USDKRW",
638
  "driverId": "USDKRW",
639
  "status": "observed",
640
- "date": "2026-09-16",
641
- "value": 1368.6,
642
  "unit": "원",
643
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
644
  }
@@ -666,15 +666,15 @@
666
  "version": "1"
667
  },
668
  "time": {
669
- "asOf": "2026-09-17",
670
- "dataAsOf": "2026-09-16",
671
  "period": null,
672
- "knowledgeBoundary": "2026-09-17"
673
  },
674
  "status": "partial",
675
  "conclusion": {
676
- "label": "거시 역풍 경로 우세",
677
- "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개를 확인했지만 개별 회사 재무 근거에는 아직 바인딩되지 않았습니다."
678
  },
679
  "confidence": {
680
  "level": "medium",
@@ -685,10 +685,10 @@
685
  {
686
  "id": "BAMLH0A0HYM2",
687
  "label": "미국 HY 스프레드",
688
- "value": 2.76,
689
  "unit": "%p",
690
- "signal": "rising",
691
- "change": 0.04999999999999982,
692
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
693
  },
694
  {
@@ -730,10 +730,10 @@
730
  {
731
  "id": "USDKRW",
732
  "label": "원/달러",
733
- "value": 1368.6,
734
  "unit": "원",
735
  "signal": "rising",
736
- "change": 9.199999999999818,
737
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
738
  }
739
  ],
@@ -744,7 +744,7 @@
744
  "kind": "macroObservation",
745
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
746
  "status": "observed",
747
- "observedAt": "2026-09-15",
748
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
749
  },
750
  {
@@ -784,7 +784,7 @@
784
  "kind": "macroObservation",
785
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
786
  "status": "observed",
787
- "observedAt": "2026-09-16",
788
  "detail": "원/달러 최신 관측과 직전 변화"
789
  }
790
  ],
@@ -978,7 +978,7 @@
978
  "regime": {
979
  "kr": {
980
  "market": "KR",
981
- "computedAt": "2026-09-17T00:42:04.683160+00:00",
982
  "forecast": {
983
  "models": {
984
  "lei": {
@@ -1020,19 +1020,19 @@
1020
  },
1021
  "us": {
1022
  "market": "US",
1023
- "computedAt": "2026-09-17T00:42:04.960639+00:00",
1024
  "forecast": {
1025
  "models": {
1026
  "probit": {
1027
- "probability": 0.1392,
1028
  "probabilityRounded": 0.15,
1029
  "zone": "low",
1030
  "zoneLabel": "낮음",
1031
- "spread": 0.87,
1032
  "horizon": "12M",
1033
  "timeKind": "leading",
1034
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
1035
- "asOf": "2026-09-16",
1036
  "seriesId": "T10Y3M",
1037
  "staleAfterDays": 7
1038
  },
@@ -1048,7 +1048,7 @@
1048
  "staleAfterDays": 45
1049
  },
1050
  "lei": {
1051
- "level": 6290657.44,
1052
  "mom6m": null,
1053
  "signal": "expansion",
1054
  "signalLabel": "확장",
@@ -1057,7 +1057,7 @@
1057
  "overlapNote": "term-spread·initial-claims 내포(probit/Sahm 부분 상관)",
1058
  "horizon": "6-9M",
1059
  "timeKind": "leading",
1060
- "asOf": "2026-07-01",
1061
  "staleAfterDays": 75
1062
  },
1063
  "hamilton": {
@@ -1077,12 +1077,12 @@
1077
  "missing": []
1078
  },
1079
  "rates": {
1080
- "spread10y3m": 0.87,
1081
  "sign": "+",
1082
  "curveShape": "steep_normal",
1083
  "curveShapeLabel": "가파른정상",
1084
  "curveSource": "NelsonSiegel.interpretation",
1085
- "asOf": "2026-09-16",
1086
  "seriesId": "T10Y3M",
1087
  "staleAfterDays": 7,
1088
  "missing": []
 
1
  {
2
  "version": "v20",
3
+ "asOf": "2026-09-18",
4
  "kr": {
5
  "market": "KR",
6
  "phase": null,
 
18
  "quadrant": "stagflation",
19
  "quadrantLabel": "스태그플레이션",
20
  "growth": "falling",
21
+ "growthSignal": -21.0,
22
  "inflation": "rising",
23
  "inflationSignal": 0.05,
24
  "assetImplication": {
 
32
  "confidence": "medium",
33
  "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
34
  },
35
+ "computedAt": "2026-09-18T00:03:50.914313+00:00"
36
  },
37
  "us": {
38
  "market": "US",
 
43
  "observedInputs": 7,
44
  "totalInputs": 8,
45
  "signals": [
46
+ "HY 스프레드 안정 (270bp)",
47
  "수익률곡선 평탄화 (+0.27%)",
48
  "금 급등 (YoY +22.1%)",
49
  "CPI 3.7% — 인플레 동반 확장"
 
85
  "confidence": "high",
86
  "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
87
  },
88
+ "computedAt": "2026-09-18T00:03:51.033874+00:00"
89
  },
90
  "transmission": {
91
  "target": "KR:market",
92
  "stockCode": null,
93
  "market": "KR",
94
  "sectorKey": null,
95
+ "asOf": "2026-09-18",
96
+ "dataAsOf": "2026-09-17",
97
  "drivers": [
98
  {
99
  "id": "BAMLH0A0HYM2",
 
115
  "sourceLineage": {
116
  "source": "FRED",
117
  "sourceSeriesId": "BAMLH0A0HYM2",
118
+ "date": "2026-09-16",
119
+ "value": 2.7,
120
+ "previousDate": "2026-09-15",
121
+ "previousValue": 2.76,
122
+ "change": -0.05999999999999961,
123
  "unit": "%p",
124
  "artifactPath": "macro/fred/observations.parquet",
125
  "asOfPolicy": "observation_date <= price_as_of",
126
  "status": "observed"
127
  },
128
+ "signal": "falling"
129
  },
130
  {
131
  "id": "BASE_RATE",
 
275
  "sourceLineage": {
276
  "source": "ECOS",
277
  "sourceSeriesId": "USDKRW",
278
+ "date": "2026-09-17",
279
+ "value": 1382.2,
280
+ "previousDate": "2026-09-16",
281
+ "previousValue": 1368.6,
282
+ "change": 13.600000000000136,
283
  "unit": "원",
284
  "artifactPath": "macro/ecos/observations.parquet",
285
  "asOfPolicy": "observation_date <= price_as_of",
 
492
  ],
493
  "evidenceLabel": "OBS",
494
  "sourceRef": "macro.transmission:edge:hy-risk-premium",
495
+ "driverSignal": "falling",
496
+ "impactDirection": "tailwind",
497
  "resolvedEvidenceLevel": "observed",
498
  "companyEvidenceCoverage": 0.0,
499
  "matchedCompanyRequirements": [],
 
592
  "id": "driver:BAMLH0A0HYM2",
593
  "driverId": "BAMLH0A0HYM2",
594
  "status": "observed",
595
+ "date": "2026-09-16",
596
+ "value": 2.7,
597
  "unit": "%p",
598
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
599
  },
 
637
  "id": "driver:USDKRW",
638
  "driverId": "USDKRW",
639
  "status": "observed",
640
+ "date": "2026-09-17",
641
+ "value": 1382.2,
642
  "unit": "원",
643
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
644
  }
 
666
  "version": "1"
667
  },
668
  "time": {
669
+ "asOf": "2026-09-18",
670
+ "dataAsOf": "2026-09-17",
671
  "period": null,
672
+ "knowledgeBoundary": "2026-09-18"
673
  },
674
  "status": "partial",
675
  "conclusion": {
676
+ "label": "거시 전파 경로 혼재",
677
+ "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개를 확인했지만 개별 회사 재무 근거에는 아직 바인딩되지 않았습니다."
678
  },
679
  "confidence": {
680
  "level": "medium",
 
685
  {
686
  "id": "BAMLH0A0HYM2",
687
  "label": "미국 HY 스프레드",
688
+ "value": 2.7,
689
  "unit": "%p",
690
+ "signal": "falling",
691
+ "change": -0.05999999999999961,
692
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
693
  },
694
  {
 
730
  {
731
  "id": "USDKRW",
732
  "label": "원/달러",
733
+ "value": 1382.2,
734
  "unit": "원",
735
  "signal": "rising",
736
+ "change": 13.600000000000136,
737
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
738
  }
739
  ],
 
744
  "kind": "macroObservation",
745
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
746
  "status": "observed",
747
+ "observedAt": "2026-09-16",
748
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
749
  },
750
  {
 
784
  "kind": "macroObservation",
785
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
786
  "status": "observed",
787
+ "observedAt": "2026-09-17",
788
  "detail": "원/달러 최신 관측과 직전 변화"
789
  }
790
  ],
 
978
  "regime": {
979
  "kr": {
980
  "market": "KR",
981
+ "computedAt": "2026-09-18T00:03:55.790447+00:00",
982
  "forecast": {
983
  "models": {
984
  "lei": {
 
1020
  },
1021
  "us": {
1022
  "market": "US",
1023
+ "computedAt": "2026-09-18T00:03:56.072243+00:00",
1024
  "forecast": {
1025
  "models": {
1026
  "probit": {
1027
+ "probability": 0.1463,
1028
  "probabilityRounded": 0.15,
1029
  "zone": "low",
1030
  "zoneLabel": "낮음",
1031
+ "spread": 0.82,
1032
  "horizon": "12M",
1033
  "timeKind": "leading",
1034
  "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
1035
+ "asOf": "2026-09-17",
1036
  "seriesId": "T10Y3M",
1037
  "staleAfterDays": 7
1038
  },
 
1048
  "staleAfterDays": 45
1049
  },
1050
  "lei": {
1051
+ "level": 6290656.76,
1052
  "mom6m": null,
1053
  "signal": "expansion",
1054
  "signalLabel": "확장",
 
1057
  "overlapNote": "term-spread·initial-claims 내포(probit/Sahm 부분 상관)",
1058
  "horizon": "6-9M",
1059
  "timeKind": "leading",
1060
+ "asOf": "2026-08-01",
1061
  "staleAfterDays": 75
1062
  },
1063
  "hamilton": {
 
1077
  "missing": []
1078
  },
1079
  "rates": {
1080
+ "spread10y3m": 0.82,
1081
  "sign": "+",
1082
  "curveShape": "steep_normal",
1083
  "curveShapeLabel": "가파른정상",
1084
  "curveSource": "NelsonSiegel.interpretation",
1085
+ "asOf": "2026-09-17",
1086
  "seriesId": "T10Y3M",
1087
  "staleAfterDays": 7,
1088
  "missing": []