갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -32,19 +32,20 @@
 "confidence": "medium",
 "description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
 },
-"computedAt": "2026-08-28T05:58:48.554738+00:00"
+"computedAt": "2026-08-29T04:11:30.425678+00:00"
 },
 "us": {
 "market": "US",
 "phase": "expansion",
 "phaseLabel": "확장",
-"confidence": "low",
+"confidence": "medium",
 "status": "observed",
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (267bp)",
-"수익률곡선 평탄화 (+0.47%)",
+"HY 스프레드 안정 (263bp)",
+"수익률곡선 평탄화 (+0.39%)",
+"VIX 안정 (14.5)",
 "금 급등 (YoY +23.0%)",
 "CPI 3.5% — 인플레 동반 확장"
 ],
@@ -85,7 +86,7 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-08-28T05:58:48.658384+00:00"
+"computedAt": "2026-08-29T04:11:30.516145+00:00"
 },
 "transmission": {
 "target": "KR:market",
@@ -93,7 +94,7 @@
 "market": "KR",
 "sectorKey": null,
 "asOf": "2026-08-29",
-"dataAsOf": "2026-08-27",
+"dataAsOf": "2026-08-28",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -115,11 +116,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-08-26",
-"value": 2.67,
-"previousDate": "2026-08-25",
-"previousValue": 2.7,
-"change": -0.03000000000000025,
+"date": "2026-08-27",
+"value": 2.63,
+"previousDate": "2026-08-26",
+"previousValue": 2.67,
+"change": -0.040000000000000036,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -275,11 +276,11 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-08-27",
-"value": 1380.9,
-"previousDate": "2026-08-26",
-"previousValue": 1384.8,
-"change": -3.8999999999998636,
+"date": "2026-08-28",
+"value": 1372.5,
+"previousDate": "2026-08-27",
+"previousValue": 1380.9,
+"change": -8.400000000000091,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -592,8 +593,8 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-08-26",
-"value": 2.67,
+"date": "2026-08-27",
+"value": 2.63,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -637,8 +638,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-08-27",
-"value": 1380.9,
+"date": "2026-08-28",
+"value": 1372.5,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -667,7 +668,7 @@
 },
 "time": {
 "asOf": "2026-08-29",
-"dataAsOf": "2026-08-27",
+"dataAsOf": "2026-08-28",
 "period": null,
 "knowledgeBoundary": "2026-08-29"
 },
@@ -685,10 +686,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 2.67,
+"value": 2.63,
 "unit": "%p",
 "signal": "falling",
-"change": -0.03000000000000025,
+"change": -0.040000000000000036,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -730,10 +731,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1380.9,
+"value": 1372.5,
 "unit": "원",
 "signal": "falling",
-"change": -3.8999999999998636,
+"change": -8.400000000000091,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -744,7 +745,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-08-26",
+"observedAt": "2026-08-27",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -784,7 +785,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-08-27",
+"observedAt": "2026-08-28",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -978,7 +979,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-08-28T05:59:06.604635+00:00",
+"computedAt": "2026-08-29T04:11:58.293566+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -1020,7 +1021,7 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-08-28T05:59:06.881460+00:00",
+"computedAt": "2026-08-29T04:11:58.497255+00:00",
 "forecast": {
 "models": {
 "probit": {
@@ -1032,7 +1033,7 @@
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-08-27",
+"asOf": "2026-08-28",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1048,7 +1049,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6223633.69,
+"level": 6223630.94,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1082,7 +1083,7 @@
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-08-27",
+"asOf": "2026-08-28",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []