갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-08-31",
+"asOf": "2026-09-01",
 "kr": {
 "market": "KR",
 "phase": null,
@@ -18,7 +18,7 @@
 "quadrant": "deflation",
 "quadrantLabel": "디플레이션",
 "growth": "falling",
-"growthSignal": -13.0,
+"growthSignal": -17.0,
 "inflation": "falling",
 "inflationSignal": -0.13,
 "assetImplication": {
@@ -32,7 +32,7 @@
 "confidence": "medium",
 "description": "성장 둔화 + 물가 하락 — 장기 국채 최적, 주식·원자재 불리"
 },
-"computedAt": "2026-08-31T00:38:23.145985+00:00"
+"computedAt": "2026-09-01T01:12:04.098067+00:00"
 },
 "us": {
 "market": "US",
@@ -43,9 +43,9 @@
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (263bp)",
-"수익률곡선 평탄화 (+0.39%)",
-"VIX 안정 (14.5)",
+"HY 스프레드 안정 (260bp)",
+"수익률곡선 평탄화 (+0.41%)",
+"VIX 안정 (14.4)",
 "금 급등 (YoY +23.0%)",
 "CPI 3.5% — 인플레 동반 확장"
 ],
@@ -86,15 +86,15 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-08-31T00:38:23.256499+00:00"
+"computedAt": "2026-09-01T01:12:04.190832+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-08-31",
-"dataAsOf": "2026-08-28",
+"asOf": "2026-09-01",
+"dataAsOf": "2026-08-31",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -116,11 +116,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-08-27",
-"value": 2.63,
-"previousDate": "2026-08-26",
-"previousValue": 2.67,
-"change": -0.040000000000000036,
+"date": "2026-08-28",
+"value": 2.6,
+"previousDate": "2026-08-27",
+"previousValue": 2.63,
+"change": -0.029999999999999805,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -148,9 +148,9 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
-"date": "2026-08-28",
+"date": "2026-08-29",
 "value": 3.0,
-"previousDate": "2026-08-27",
+"previousDate": "2026-08-28",
 "previousValue": 3.0,
 "change": 0.0,
 "unit": "%",
@@ -276,11 +276,11 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-08-28",
-"value": 1372.5,
-"previousDate": "2026-08-27",
-"previousValue": 1380.9,
-"change": -8.400000000000091,
+"date": "2026-08-31",
+"value": 1368.6,
+"previousDate": "2026-08-28",
+"previousValue": 1372.5,
+"change": -3.900000000000091,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -593,8 +593,8 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-08-27",
-"value": 2.63,
+"date": "2026-08-28",
+"value": 2.6,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -602,7 +602,7 @@
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
-"date": "2026-08-28",
+"date": "2026-08-29",
 "value": 3.0,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -638,8 +638,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-08-28",
-"value": 1372.5,
+"date": "2026-08-31",
+"value": 1368.6,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -667,10 +667,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-08-31",
-"dataAsOf": "2026-08-28",
+"asOf": "2026-09-01",
+"dataAsOf": "2026-08-31",
 "period": null,
-"knowledgeBoundary": "2026-08-31"
+"knowledgeBoundary": "2026-09-01"
 },
 "status": "partial",
 "conclusion": {
@@ -686,10 +686,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 2.63,
+"value": 2.6,
 "unit": "%p",
 "signal": "falling",
-"change": -0.040000000000000036,
+"change": -0.029999999999999805,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -731,10 +731,10 @@
 {
 "id": "USDKRW",
 "label": "원/달러",
-"value": 1372.5,
+"value": 1368.6,
 "unit": "원",
 "signal": "falling",
-"change": -8.400000000000091,
+"change": -3.900000000000091,
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
 ],
@@ -745,7 +745,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-08-27",
+"observedAt": "2026-08-28",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -753,7 +753,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
 "status": "observed",
-"observedAt": "2026-08-28",
+"observedAt": "2026-08-29",
 "detail": "한국 기준금리 최신 관측과 직전 변화"
 },
 {
@@ -785,7 +785,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW",
 "status": "observed",
-"observedAt": "2026-08-28",
+"observedAt": "2026-08-31",
 "detail": "원/달러 최신 관측과 직전 변화"
 }
 ],
@@ -979,15 +979,15 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-08-31T00:38:38.920936+00:00",
+"computedAt": "2026-09-01T01:12:21.430364+00:00",
 "forecast": {
 "models": {
 "lei": {
-"cliMomentum": 1.5,
-"cliLevel": 130.2,
-"growthApprox": 1.9,
+"cliMomentum": 1.0,
+"cliLevel": 131.2,
+"growthApprox": 1.4,
 "growthLabel": "확장",
-"asOf": "2026-06-01",
+"asOf": "2026-07-01",
 "staleAfterDays": 75
 }
 },
@@ -1021,19 +1021,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-08-31T00:38:39.195562+00:00",
+"computedAt": "2026-09-01T01:12:21.641492+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1449,
+"probability": 0.1434,
 "probabilityRounded": 0.15,
 "zone": "low",
 "zoneLabel": "낮음",
-"spread": 0.83,
+"spread": 0.84,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-08-28",
+"asOf": "2026-08-31",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1049,7 +1049,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6223630.94,
+"level": 6223631.26,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1078,12 +1078,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.83,
+"spread10y3m": 0.84,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-08-28",
+"asOf": "2026-08-31",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []