갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-09-25",
+"asOf": "2026-09-26",
 "kr": {
 "market": "KR",
 "phase": null,
@@ -18,7 +18,7 @@
 "quadrant": "stagflation",
 "quadrantLabel": "스태그플레이션",
 "growth": "falling",
-"growthSignal": -12.0,
+"growthSignal": -21.0,
 "inflation": "rising",
 "inflationSignal": 0.05,
 "assetImplication": {
@@ -32,7 +32,7 @@
 "confidence": "medium",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-09-25T00:52:19.534218+00:00"
+"computedAt": "2026-09-26T02:29:12.194586+00:00"
 },
 "us": {
 "market": "US",
@@ -43,8 +43,8 @@
 "observedInputs": 7,
 "totalInputs": 8,
 "signals": [
-"HY 스프레드 안정 (273bp)",
-"수익률곡선 평탄화 (+0.31%)",
+"HY 스프레드 안정 (280bp)",
+"수익률곡선 평탄화 (+0.36%)",
 "VIX 안정 (14.2)",
 "금 급등 (YoY +22.1%)",
 "CPI 3.7% — 인플레 동반 확장"
@@ -86,14 +86,14 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-09-25T00:52:19.641051+00:00"
+"computedAt": "2026-09-26T02:29:12.321066+00:00"
 },
 "transmission": {
 "target": "KR:market",
 "stockCode": null,
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-09-25",
+"asOf": "2026-09-26",
 "dataAsOf": "2026-09-24",
 "drivers": [
 {
@@ -116,11 +116,11 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-09-23",
-"value": 2.73,
-"previousDate": "2026-09-22",
-"previousValue": 2.68,
-"change": 0.04999999999999982,
+"date": "2026-09-24",
+"value": 2.8,
+"previousDate": "2026-09-23",
+"previousValue": 2.73,
+"change": 0.06999999999999984,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -148,9 +148,9 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
-"date": "2026-09-22",
+"date": "2026-09-23",
 "value": 3.0,
-"previousDate": "2026-09-21",
+"previousDate": "2026-09-22",
 "previousValue": 3.0,
 "change": 0.0,
 "unit": "%",
@@ -593,8 +593,8 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-09-23",
-"value": 2.73,
+"date": "2026-09-24",
+"value": 2.8,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
@@ -602,7 +602,7 @@
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
-"date": "2026-09-22",
+"date": "2026-09-23",
 "value": 3.0,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -667,10 +667,10 @@
 "version": "1"
 },
 "time": {
-"asOf": "2026-09-25",
+"asOf": "2026-09-26",
 "dataAsOf": "2026-09-24",
 "period": null,
-"knowledgeBoundary": "2026-09-25"
+"knowledgeBoundary": "2026-09-26"
 },
 "status": "partial",
 "conclusion": {
@@ -686,10 +686,10 @@
 {
 "id": "BAMLH0A0HYM2",
 "label": "미국 HY 스프레드",
-"value": 2.73,
+"value": 2.8,
 "unit": "%p",
 "signal": "rising",
-"change": 0.04999999999999982,
+"change": 0.06999999999999984,
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
@@ -745,7 +745,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
 "status": "observed",
-"observedAt": "2026-09-23",
+"observedAt": "2026-09-24",
 "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
 },
 {
@@ -753,7 +753,7 @@
 "kind": "macroObservation",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
 "status": "observed",
-"observedAt": "2026-09-22",
+"observedAt": "2026-09-23",
 "detail": "한국 기준금리 최신 관측과 직전 변화"
 },
 {
@@ -979,7 +979,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-09-25T00:52:21.314780+00:00",
+"computedAt": "2026-09-26T02:29:14.216391+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -1021,19 +1021,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-09-25T00:52:21.586545+00:00",
+"computedAt": "2026-09-26T02:29:14.495870+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1296,
+"probability": 0.1309,
 "probabilityRounded": 0.15,
 "zone": "low",
 "zoneLabel": "낮음",
-"spread": 0.94,
+"spread": 0.93,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-09-24",
+"asOf": "2026-09-25",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -1049,7 +1049,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6290636.03,
+"level": 6290627.13,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -1078,12 +1078,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.94,
+"spread10y3m": 0.93,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-09-24",
+"asOf": "2026-09-25",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []