갱신: dashboards JSON (mapBuild)

landing/dashboards/macro.json

@@ -1,6 +1,6 @@
 {
 "version": "v20",
-"asOf": "2026-07-13",
+"asOf": "2026-07-14",
 "kr": {
 "market": "KR",
 "phase": "recovery",
@@ -34,7 +34,7 @@
 "confidence": "high",
 "description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
 },
-"computedAt": "2026-07-12T22:55:51.521637+00:00"
+"computedAt": "2026-07-13T22:59:47.108084+00:00"
 },
 "us": {
 "market": "US",
@@ -42,8 +42,8 @@
 "phaseLabel": "둔화",
 "confidence": "medium",
 "signals": [
-"HY 스프레드 안정 (270bp)",
-"수익률곡선 평탄화 (+0.35%)",
+"HY 스프레드 안정 (269bp)",
+"수익률곡선 평탄화 (+0.36%)",
 "금 급등 (YoY +37.3%)",
 "CPI 4.3% — 물가 과열, 둔화 전조"
 ],
@@ -83,12 +83,12 @@
 "confidence": "high",
 "description": "성장 가속 + 물가 상승 — 원자재·EM 주식·TIPS 유리, 명목채 불리"
 },
-"computedAt": "2026-07-12T22:55:51.625303+00:00"
+"computedAt": "2026-07-13T22:59:47.216542+00:00"
 },
 "transmission": {
 "market": "KR",
 "sectorKey": null,
-"asOf": null,
+"asOf": "2026-07-13",
 "drivers": [
 {
 "id": "BAMLH0A0HYM2",
@@ -110,12 +110,12 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "BAMLH0A0HYM2",
-"date": null,
-"value": null,
+"date": "2026-07-10",
+"value": 2.69,
 "unit": "%p",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
-"status": "missing"
+"status": "observed"
 }
 },
 {
@@ -138,12 +138,12 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "BASE_RATE",
-"date": null,
-"value": null,
+"date": "2026-07-11",
+"value": 2.5,
 "unit": "%",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
-"status": "missing"
+"status": "observed"
 }
 },
 {
@@ -166,12 +166,12 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "CPI",
-"date": null,
-"value": null,
+"date": "2026-06-01",
+"value": 119.99,
 "unit": "%",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
-"status": "missing"
+"status": "observed"
 }
 },
 {
@@ -194,12 +194,12 @@
 "sourceLineage": {
 "source": "FRED",
 "sourceSeriesId": "DCOILWTICO",
-"date": null,
-"value": null,
+"date": "2026-07-06",
+"value": 69.6,
 "unit": "$",
 "artifactPath": "macro/fred/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
-"status": "missing"
+"status": "observed"
 }
 },
 {
@@ -222,12 +222,12 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "EXPORT",
-"date": null,
-"value": null,
+"date": "2026-05-01",
+"value": 94342.2,
 "unit": "%",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
-"status": "missing"
+"status": "observed"
 }
 },
 {
@@ -250,12 +250,12 @@
 "sourceLineage": {
 "source": "ECOS",
 "sourceSeriesId": "USDKRW",
-"date": null,
-"value": null,
+"date": "2026-07-13",
+"value": 1503.4,
 "unit": "원",
 "artifactPath": "macro/ecos/observations.parquet",
 "asOfPolicy": "observation_date <= price_as_of",
-"status": "missing"
+"status": "observed"
 }
 }
 ],
@@ -520,54 +520,54 @@
 {
 "id": "driver:BAMLH0A0HYM2",
 "driverId": "BAMLH0A0HYM2",
-"status": "locked",
-"date": null,
-"value": null,
+"status": "observed",
+"date": "2026-07-10",
+"value": 2.69,
 "unit": "%p",
 "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
 },
 {
 "id": "driver:BASE_RATE",
 "driverId": "BASE_RATE",
-"status": "locked",
-"date": null,
-"value": null,
+"status": "observed",
+"date": "2026-07-11",
+"value": 2.5,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
 },
 {
 "id": "driver:CPI",
 "driverId": "CPI",
-"status": "locked",
-"date": null,
-"value": null,
+"status": "observed",
+"date": "2026-06-01",
+"value": 119.99,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#CPI"
 },
 {
 "id": "driver:DCOILWTICO",
 "driverId": "DCOILWTICO",
-"status": "locked",
-"date": null,
-"value": null,
+"status": "observed",
+"date": "2026-07-06",
+"value": 69.6,
 "unit": "$",
 "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
 },
 {
 "id": "driver:EXPORT",
 "driverId": "EXPORT",
-"status": "locked",
-"date": null,
-"value": null,
+"status": "observed",
+"date": "2026-05-01",
+"value": 94342.2,
 "unit": "%",
 "sourceRef": "macro/ecos/observations.parquet#EXPORT"
 },
 {
 "id": "driver:USDKRW",
 "driverId": "USDKRW",
-"status": "locked",
-"date": null,
-"value": null,
+"status": "observed",
+"date": "2026-07-13",
+"value": 1503.4,
 "unit": "원",
 "sourceRef": "macro/ecos/observations.parquet#USDKRW"
 }
@@ -583,44 +583,7 @@
 "ui/packages/contracts/src/macro.ts::MACRO_SERIES",
 "macro/{ecos,fred}/observations.parquet"
 ],
-"missing": [
-{
-"id": "driver.BAMLH0A0HYM2.latestObservation",
-"status": "missing",
-"reason": "latest macro observation unavailable: KeyError",
-"sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
-},
-{
-"id": "driver.BASE_RATE.latestObservation",
-"status": "missing",
-"reason": "latest macro observation unavailable: KeyError",
-"sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
-},
-{
-"id": "driver.CPI.latestObservation",
-"status": "missing",
-"reason": "latest macro observation unavailable: KeyError",
-"sourceRef": "macro/ecos/observations.parquet#CPI"
-},
-{
-"id": "driver.DCOILWTICO.latestObservation",
-"status": "missing",
-"reason": "latest macro observation unavailable: KeyError",
-"sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
-},
-{
-"id": "driver.EXPORT.latestObservation",
-"status": "missing",
-"reason": "latest macro observation unavailable: KeyError",
-"sourceRef": "macro/ecos/observations.parquet#EXPORT"
-},
-{
-"id": "driver.USDKRW.latestObservation",
-"status": "missing",
-"reason": "latest macro observation unavailable: KeyError",
-"sourceRef": "macro/ecos/observations.parquet#USDKRW"
-}
-],
+"missing": [],
 "version": "v1"
 },
 "sectorTailwind": {
@@ -688,7 +651,7 @@
 "regime": {
 "kr": {
 "market": "KR",
-"computedAt": "2026-07-12T22:55:58.805320+00:00",
+"computedAt": "2026-07-13T22:59:53.348182+00:00",
 "forecast": {
 "models": {
 "lei": {
@@ -730,19 +693,19 @@
 },
 "us": {
 "market": "US",
-"computedAt": "2026-07-12T22:55:58.862174+00:00",
+"computedAt": "2026-07-13T22:59:53.407730+00:00",
 "forecast": {
 "models": {
 "probit": {
-"probability": 0.1629,
+"probability": 0.1598,
 "probabilityRounded": 0.15,
 "zone": "moderate",
 "zoneLabel": "보통",
-"spread": 0.71,
+"spread": 0.73,
 "horizon": "12M",
 "timeKind": "leading",
 "precisionNote": "Estrella-Mishkin 고정계수·표준오차 미산출(점추정)",
-"asOf": "2026-07-10",
+"asOf": "2026-07-13",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7
 },
@@ -758,7 +721,7 @@
 "staleAfterDays": 45
 },
 "lei": {
-"level": 6231462.97,
+"level": 6231463.18,
 "mom6m": null,
 "signal": "expansion",
 "signalLabel": "확장",
@@ -787,12 +750,12 @@
 "missing": []
 },
 "rates": {
-"spread10y3m": 0.71,
+"spread10y3m": 0.73,
 "sign": "+",
 "curveShape": "steep_normal",
 "curveShapeLabel": "가파른정상",
 "curveSource": "NelsonSiegel.interpretation",
-"asOf": "2026-07-10",
+"asOf": "2026-07-13",
 "seriesId": "T10Y3M",
 "staleAfterDays": 7,
 "missing": []