갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-11-05",
+"asOf": "2026-11-06",
 "kr": {
 "market": "KR",
 "phase": null,
@@ -18,7 +18,7 @@
 "quadrant": "stagflation",
 "quadrantLabel": "스태그플레이션",
 "growth": "falling",
-"growthSignal": -11.0,
+"growthSignal": -18.0,
 "inflation": "rising",
 "inflationSignal": 0.57,
 "assetImplication": {
@@ -32,20 +32,19 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-11-05T02:07:11.664647+00:00"
+"computedAt": "2026-11-06T02:09:45.750089+00:00"
 },
 "us": {
 "market": "US",
 "phase": "slowdown",
 "phaseLabel": "둔화",
-"confidence": "high",
+"confidence": "medium",
 "status": "observed",
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (340bp)",
-"수익률곡선 평탄화 (+0.32%)",
-"VIX 상승 (20.8)",
+"HY 스프레드 안정 (332bp)",
+"수익률곡선 평탄화 (+0.38%)",
 "CPI 4.0% — 물가 과열, 둔화 전조"
 ],
 "sectorStrategy": {
@@ -73,15 +72,15 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-11-05T02:07:11.750802+00:00"
+"computedAt": "2026-11-06T02:09:45.840655+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-11-05",
-"dataAsOf": "2026-11-04",
+"asOf": "2026-11-06",
+"dataAsOf": "2026-11-05",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -103,11 +102,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-11-03",
-"value": 3.4,
-"previousDate": "2026-11-02",
-"previousValue": 3.43,
-"change": -0.03000000000000025,
+"date": "2026-11-04",
+"value": 3.32,
+"previousDate": "2026-11-03",
+"previousValue": 3.4,
+"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": "2026-11-02",
+"date": "2026-11-03",
 "value": 3.0,
-"previousDate": "2026-11-01",
+"previousDate": "2026-11-02",
 "previousValue": 3.0,
 "change": 0.0,
 "unit": "%",
@@ -263,11 +262,11 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-11-04",
-"value": 1341.5,
-"previousDate": "2026-11-03",
-"previousValue": 1341.0,
-"change": 0.5,
+"date": "2026-11-05",
+"value": 1342.1,
+"previousDate": "2026-11-04",
+"previousValue": 1341.5,
+"change": 0.599999999999909,
 "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": "2026-11-03",
-"value": 3.4,
+"date": "2026-11-04",
+"value": 3.32,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -589,7 +588,7 @@
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
-"date": "2026-11-02",
+"date": "2026-11-03",
 "value": 3.0,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -625,8 +624,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-11-04",
-"value": 1341.5,
+"date": "2026-11-05",
+"value": 1342.1,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -654,10 +653,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-11-05",
-"dataAsOf": "2026-11-04",
+"asOf": "2026-11-06",
+"dataAsOf": "2026-11-05",
 "period": null,
-"knowledgeBoundary": "2026-11-05"
+"knowledgeBoundary": "2026-11-06"
 },
 "status": "partial",
 "conclusion": {
@@ -673,10 +672,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 3.4,
+"value": 3.32,
 "unit": "%p",
 "signal": "falling",
-"change": -0.03000000000000025,
+"change": -0.08000000000000007,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -718,10 +717,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1341.5,
+"value": 1342.1,
 "unit": "원",
 "signal": "rising",
-"change": 0.5,
+"change": 0.599999999999909,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -732,7 +731,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-11-03",
+"observedAt": "2026-11-04",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -740,7 +739,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
 "status": "observed",
-"observedAt": "2026-11-02",
+"observedAt": "2026-11-03",
 "detail": "한국 기준금리 최신 관측과 직전 변화"
 },
 {
@@ -772,7 +771,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-11-04",
+"observedAt": "2026-11-05",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -966,7 +965,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-11-05T02:07:14.540654+00:00",
+"computedAt": "2026-11-06T02:10:22.222922+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -1008,19 +1007,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-11-05T02:07:14.747523+00:00",
+"computedAt": "2026-11-06T02:10:22.433274+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.166,
+"probability": 0.1692,
 "probabilityRounded": 0.15,
 "zone": "moderate",
 "zoneLabel": "보통",
-"spread": 0.69,
+"spread": 0.67,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-11-04",
+"asOf": "2026-11-05",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1036,7 +1035,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6419852.78,
+"level": 6419864.93,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1065,12 +1064,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.69,
+"spread10y3m": 0.67,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-11-04",
+"asOf": "2026-11-05",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []