갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-07-14",
+"asOf": "2026-07-15",
 "kr": {
 "market": "KR",
 "phase": "recovery",
@@ -34,35 +34,36 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-07-13T22:59:47.108084+00:00"
+"computedAt": "2026-07-14T23:05:27.833453+00:00"
 },
 "us": {
 "market": "US",
-"phase": "slowdown",
-"phaseLabel": "둔화",
-"confidence": "medium",
+"phase": "expansion",
+"phaseLabel": "확장",
+"confidence": "low",
 "signals": [
 "HY 스프레드 안정 (269bp)",
-"수익률곡선 평탄화 (+0.36%)",
+"수익률곡선 평탄화 (+0.40%)",
 "금 급등 (YoY +37.3%)",
-"CPI 4.3% — 물가 과열, 둔화 전조"
+"CPI 3.7% — 인플레 동반 확장"
 ],
 "sectorStrategy": {
-"defensive": "overweight",
-"moderate": "neutral",
-"high": "underweight",
+"high": "overweight",
+"moderate": "overweight",
+"defensive": "neutral",
 "low": "neutral"
 },
 "transition": {
-"from": "slowdown",
-"to": "contraction",
-"progress": 33,
+"from": "expansion",
+"to": "slowdown",
+"progress": 25,
 "triggered": [
-"gold_surging"
+"term_spread_flattening"
 ],
 "pending": [
-"vix_spiking",
-"term_spread_inverted"
+"hy_spread_widening",
+"bei_overheating",
+"vix_rising"
 ]
 },
 "quadrant": {
@@ -71,7 +72,7 @@
 "growth": "rising",
 "growthSignal": 657323.0,
 "inflation": "rising",
-"inflationSignal": 26.71,
+"inflationSignal": 25.52,
 "assetImplication": {
 "equity": "overweight",
 "bond": "underweight",
@@ -83,12 +84,12 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-07-13T22:59:47.216542+00:00"
+"computedAt": "2026-07-14T23:05:27.916501+00:00"
 },
 "transmission": {
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-07-13",
+"asOf": "2026-07-14",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -110,7 +111,7 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-07-10",
+"date": "2026-07-13",
 "value": 2.69,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
@@ -138,7 +139,7 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
-"date": "2026-07-11",
+"date": "2026-07-12",
 "value": 2.5,
 "unit": "%",
 "artifactPath": "macro/ecos/observations.parquet",
@@ -250,8 +251,8 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-07-13",
-"value": 1503.4,
+"date": "2026-07-14",
+"value": 1493.0,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -521,7 +522,7 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-07-10",
+"date": "2026-07-13",
 "value": 2.69,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
@@ -530,7 +531,7 @@
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
 "status": "observed",
-"date": "2026-07-11",
+"date": "2026-07-12",
 "value": 2.5,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
@@ -566,8 +567,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-07-13",
-"value": 1503.4,
+"date": "2026-07-14",
+"value": 1493.0,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -589,69 +590,69 @@
 "sectorTailwind": {
 "automotive": {
 "kr": 0.4,
-"us": -0.3,
-"blended": 0.12
+"us": 0.5,
+"blended": 0.44
 },
 "biotech": {
 "kr": 0.0,
-"us": 0.2,
-"blended": 0.08
+"us": 0.1,
+"blended": 0.04
 },
 "chemicals": {
 "kr": 0.3,
-"us": -0.2,
-"blended": 0.1
+"us": 0.2,
+"blended": 0.26
 },
 "construction": {
 "kr": 0.5,
-"us": -0.4,
-"blended": 0.14
+"us": 0.3,
+"blended": 0.42
 },
 "display": {
 "kr": 0.3,
-"us": -0.2,
-"blended": 0.1
+"us": 0.4,
+"blended": 0.34
 },
 "energy": {
 "kr": 0.3,
-"us": 0.1,
-"blended": 0.22
+"us": 0.0,
+"blended": 0.18
 },
 "finance": {
 "kr": 0.4,
-"us": -0.1,
-"blended": 0.2
+"us": 0.3,
+"blended": 0.36
 },
 "it_software": {
 "kr": 0.4,
-"us": 0.1,
-"blended": 0.28
+"us": 0.5,
+"blended": 0.44
 },
 "retail": {
 "kr": 0.3,
-"us": -0.2,
-"blended": 0.1
+"us": 0.4,
+"blended": 0.34
 },
 "semiconductor": {
 "kr": 0.5,
-"us": -0.2,
-"blended": 0.22
+"us": 0.6,
+"blended": 0.54
 },
 "shipbuilding": {
 "kr": 0.3,
-"us": -0.1,
-"blended": 0.14
+"us": 0.4,
+"blended": 0.34
 },
 "steel": {
 "kr": 0.4,
-"us": -0.3,
-"blended": 0.12
+"us": 0.2,
+"blended": 0.32
 }
 },
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-07-13T22:59:53.348182+00:00",
+"computedAt": "2026-07-14T23:05:33.056713+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -693,19 +694,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-07-13T22:59:53.407730+00:00",
+"computedAt": "2026-07-14T23:05:33.113048+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1598,
+"probability": 0.1582,
 "probabilityRounded": 0.15,
 "zone": "moderate",
 "zoneLabel": "보통",
-"spread": 0.73,
+"spread": 0.74,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정���수·표준오차 미산출(점추정)",
-"asOf": "2026-07-13",
+"asOf": "2026-07-14",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -721,7 +722,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6231463.18,
+"level": 6231459.2,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -750,12 +751,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.73,
+"spread10y3m": 0.74,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-07-13",
+"asOf": "2026-07-14",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []