Datasets:

eddmpython
/

dartlab-data

@@ -1,26 +1,24 @@
 {
 "version": "v20",
-"asOf": "2026-08-01",
 "kr": {
 "market": "KR",
-"phase": "recovery",
-"phaseLabel": "회복",
-"confidence": "high",
 "signals": [
-"CLI 급등 (+1.30)"
 ],
-"sectorStrategy": {
-"high": "overweight",
-"moderate": "overweight",
-"defensive": "neutral",
-"low": "neutral"
-},
 "transition": null,
 "quadrant": {
 "quadrant": "stagflation",
 "quadrantLabel": "스태그플레이션",
 "growth": "falling",
-"growthSignal": -16.0,
 "inflation": "rising",
 "inflationSignal": 0.52,
 "assetImplication": {
@@ -34,13 +32,16 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-07-31T23:10:03.709810+00:00"
 },
 "us": {
 "market": "US",
 "phase": "expansion",
 "phaseLabel": "확장",
 "confidence": "low",
 "signals": [
 "HY 스프레드 안정 (284bp)",
 "수익률곡선 평탄화 (+0.47%)",
@@ -84,14 +85,14 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-07-31T23:10:03.807511+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-08-01",
 "dataAsOf": "2026-07-31",
 "drivers": [
 {
@@ -146,9 +147,9 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
-"date": "2026-07-29",
 "value": 2.75,
-"previousDate": "2026-07-28",
 "previousValue": 2.75,
 "change": 0.0,
 "unit": "%",
@@ -600,7 +601,7 @@
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
-"date": "2026-07-29",
 "value": 2.75,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -665,10 +666,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-08-01",
 "dataAsOf": "2026-07-31",
 "period": null,
-"knowledgeBoundary": "2026-08-01"
 },
 "status": "partial",
 "conclusion": {
@@ -751,7 +752,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
 "status": "observed",
-"observedAt": "2026-07-29",
 "detail": "한국 기준금리 최신 관측과 직전 변화"
 },
 {
@@ -914,9 +915,9 @@
 },
 "sectorTailwind": {
 "automotive": {
-"kr": 0.4,
 "us": 0.5,
-"blended": 0.44
 },
 "biotech": {
 "kr": 0.0,
@@ -924,68 +925,68 @@
 "blended": 0.04
 },
 "chemicals": {
-"kr": 0.3,
 "us": 0.2,
-"blended": 0.26
 },
 "construction": {
-"kr": 0.5,
 "us": 0.3,
-"blended": 0.42
 },
 "display": {
-"kr": 0.3,
 "us": 0.4,
-"blended": 0.34
 },
 "energy": {
-"kr": 0.3,
 "us": 0.0,
-"blended": 0.18
 },
 "finance": {
-"kr": 0.4,
 "us": 0.3,
-"blended": 0.36
 },
 "it_software": {
-"kr": 0.4,
 "us": 0.5,
-"blended": 0.44
 },
 "retail": {
-"kr": 0.3,
 "us": 0.4,
-"blended": 0.34
 },
 "semiconductor": {
-"kr": 0.5,
 "us": 0.6,
-"blended": 0.54
 },
 "shipbuilding": {
-"kr": 0.3,
 "us": 0.4,
-"blended": 0.34
 },
 "steel": {
-"kr": 0.4,
 "us": 0.2,
-"blended": 0.32
 }
 },
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-07-31T23:10:19.749070+00:00",
 "forecast": {
 "models": {
 "lei": {
-"cliMomentum": 1.3,
-"cliLevel": 128.8,
-"growthApprox": 1.3,
 "growthLabel": "확장",
-"asOf": "2026-05-01",
 "staleAfterDays": 75
 }
 },
@@ -1019,7 +1020,7 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-07-31T23:10:19.962873+00:00",
 "forecast": {
 "models": {
 "probit": {
@@ -1047,7 +1048,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6231473.35,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",

 {
 "version": "v20",
+"asOf": "2026-08-02",
 "kr": {
 "market": "KR",
+"phase": null,
+"phaseLabel": "판정불가",
+"confidence": "unavailable",
+"status": "unavailable",
+"observedInputs": 1,
+"totalInputs": 8,
 "signals": [
+"사이클 판정 근거 부족 (1/8)"
 ],
+"sectorStrategy": {},
 "transition": null,
 "quadrant": {
 "quadrant": "stagflation",
 "quadrantLabel": "스태그플레이션",
 "growth": "falling",
+"growthSignal": -13.0,
 "inflation": "rising",
 "inflationSignal": 0.52,
 "assetImplication": {
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
+"computedAt": "2026-08-01T23:01:22.022865+00:00"
 },
 "us": {
 "market": "US",
 "phase": "expansion",
 "phaseLabel": "확장",
 "confidence": "low",
+"status": "observed",
+"observedInputs": 7,
+"totalInputs": 8,
 "signals": [
 "HY 스프레드 안정 (284bp)",
 "수익률곡선 평탄화 (+0.47%)",
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
+"computedAt": "2026-08-01T23:01:22.145695+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
+"asOf": "2026-08-02",
 "dataAsOf": "2026-07-31",
 "drivers": [
 {
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
+"date": "2026-07-30",
 "value": 2.75,
+"previousDate": "2026-07-29",
 "previousValue": 2.75,
 "change": 0.0,
 "unit": "%",
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
+"date": "2026-07-30",
 "value": 2.75,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
 "version": "1"
 },
 "time": {
+"asOf": "2026-08-02",
 "dataAsOf": "2026-07-31",
 "period": null,
+"knowledgeBoundary": "2026-08-02"
 },
 "status": "partial",
 "conclusion": {
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
 "status": "observed",
+"observedAt": "2026-07-30",
 "detail": "한국 기준금리 최신 관측과 직전 변화"
 },
 {
 },
 "sectorTailwind": {
 "automotive": {
+"kr": 0.0,
 "us": 0.5,
+"blended": 0.2
 },
 "biotech": {
 "kr": 0.0,
 "blended": 0.04
 },
 "chemicals": {
+"kr": 0.0,
 "us": 0.2,
+"blended": 0.08
 },
 "construction": {
+"kr": 0.0,
 "us": 0.3,
+"blended": 0.12
 },
 "display": {
+"kr": 0.0,
 "us": 0.4,
+"blended": 0.16
 },
 "energy": {
+"kr": 0.0,
 "us": 0.0,
+"blended": 0.0
 },
 "finance": {
+"kr": 0.0,
 "us": 0.3,
+"blended": 0.12
 },
 "it_software": {
+"kr": 0.0,
 "us": 0.5,
+"blended": 0.2
 },
 "retail": {
+"kr": 0.0,
 "us": 0.4,
+"blended": 0.16
 },
 "semiconductor": {
+"kr": 0.0,
 "us": 0.6,
+"blended": 0.24
 },
 "shipbuilding": {
+"kr": 0.0,
 "us": 0.4,
+"blended": 0.16
 },
 "steel": {
+"kr": 0.0,
 "us": 0.2,
+"blended": 0.08
 }
 },
 "regime": {
 "kr": {
 "market": "KR",
+"computedAt": "2026-08-01T23:01:27.851717+00:00",
 "forecast": {
 "models": {
 "lei": {
+"cliMomentum": 1.5,
+"cliLevel": 130.2,
+"growthApprox": 1.9,
 "growthLabel": "확장",
+"asOf": "2026-06-01",
 "staleAfterDays": 75
 }
 },
 },
 "us": {
 "market": "US",
+"computedAt": "2026-08-01T23:01:28.141944+00:00",
 "forecast": {
 "models": {
 "probit": {
 "staleAfterDays": 45
 },
 "lei": {
+"level": 6231469.69,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",