갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-07-17",
+"asOf": "2026-07-18",
 "kr": {
 "market": "KR",
 "phase": "recovery",
@@ -34,7 +34,7 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-07-16T23:04:17.220593+00:00"
+"computedAt": "2026-07-17T22:56:41.140913+00:00"
 },
 "us": {
 "market": "US",
@@ -43,8 +43,8 @@
 "confidence": "low",
 "signals": [
 "HY 스프레드 안정 (271bp)",
-"수익률곡선 평탄화 (+0.41%)",
-"금 급등 (YoY +37.3%)",
+"수익률곡선 평탄화 (+0.37%)",
+"금 급등 (YoY +27.9%)",
 "CPI 3.7% — 인플레 동반 확장"
 ],
 "sectorStrategy": {
@@ -84,12 +84,12 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-07-16T23:04:17.317054+00:00"
+"computedAt": "2026-07-17T22:56:41.206717+00:00"
 },
 "transmission": {
 "market": "KR",
 "sectorKey": null,
-"asOf": "2026-07-16",
+"asOf": "2026-07-17",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -111,7 +111,7 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": "2026-07-15",
+"date": "2026-07-16",
 "value": 2.71,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
@@ -251,8 +251,8 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": "2026-07-16",
-"value": 1480.4,
+"date": "2026-07-17",
+"value": 1478.5,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
@@ -522,7 +522,7 @@
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
 "status": "observed",
-"date": "2026-07-15",
+"date": "2026-07-16",
 "value": 2.71,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
@@ -567,8 +567,8 @@
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
 "status": "observed",
-"date": "2026-07-16",
-"value": 1480.4,
+"date": "2026-07-17",
+"value": 1478.5,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -652,7 +652,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-07-16T23:04:31.978747+00:00",
+"computedAt": "2026-07-17T22:56:48.911823+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -694,19 +694,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-07-16T23:04:32.056915+00:00",
+"computedAt": "2026-07-17T22:56:48.947312+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1598,
+"probability": 0.1644,
 "probabilityRounded": 0.15,
 "zone": "moderate",
 "zoneLabel": "보통",
-"spread": 0.73,
+"spread": 0.7,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-07-16",
+"asOf": "2026-07-17",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -722,7 +722,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6231471.66,
+"level": 6231464.06,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -731,7 +731,7 @@
 "overlapNote": "term-spread·initial-claims 내포(probit/Sahm 부분 상관)",
 "horizon": "6-9M",
 "timeKind": "leading",
-"asOf": "2026-05-01",
+"asOf": "2026-06-01",
 "staleAfterDays": 75
 },
 "hamilton": {
@@ -751,12 +751,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.73,
+"spread10y3m": 0.7,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-07-16",
+"asOf": "2026-07-17",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []