KOSPI Monitor Signal — regimeEvidence

읽기 전용 데이터입니다. 문서의 원래 생성 시각·자료일·유효기한과 각 관측 시각을 검증하십시오. 조회 시각으로 원자료 시각을 갱신하지 않습니다.

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    "evidenceLedger": [
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          "US Treasury:treasury_nominal_curve:2026-10-30"
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          "url": "https://home.treasury.gov/resource-center/data-chart-center/interest-rates/pages/xml?data=daily_treasury_yield_curve&field_tdr_date_value_month=202610",
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      {
        "id": "UST30Y",
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      {
        "id": "IORB",
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        "originalSourceIds": [
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      {
        "id": "SOFR_P1",
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        },
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        },
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        "originalSourceIds": [
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        },
        "scope": "usMoneyMarket",
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        "scope": "usMoneyMarket",
        "source": {
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          {
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      {
        "id": "EFFR_VOLUME",
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          "end": "2026-10-30",
          "frequency": "daily"
        },
        "scope": "usMoneyMarket",
        "source": {
          "name": "Federal Reserve Bank of New York",
          "url": "https://markets.newyorkfed.org/api/rates/unsecured/effr/search.json?startDate=2026-10-12&endDate=2026-11-02",
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          {
            "observedAt": "2026-10-27",
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            "observedAt": "2026-10-28",
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          },
          {
            "observedAt": "2026-10-29",
            "value": 117.0
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          {
            "observedAt": "2026-10-30",
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      {
        "id": "SOFR_IORB",
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            {
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        },
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        "usableForLiveAnalysis": false,
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          {
            "observedAt": "2026-10-27",
            "value": 5.0
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            "observedAt": "2026-10-28",
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          {
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            "value": 4.0
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        ],
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        "id": "EFFR_IORB",
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            {
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        "usableForDailyAnalysis": true,
        "usableForLiveAnalysis": false,
        "publicationAllowed": true,
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            "observedAt": "2026-10-29",
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            "value": -2.0
          }
        ],
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      },
      {
        "id": "UST10Y_INFLATION_COMPENSATION",
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        "originalSourceIds": [
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          "US Treasury:treasury_real_curve:2026-11-02"
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        "value": 2.34,
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          "frequency": "daily"
        },
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            },
            {
              "name": "US Treasury",
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          ]
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        "status": "observed",
        "validUntil": "2026-11-02T23:30:00+00:00",
        "evidenceRole": "proxy",
        "reason": "nominal minus real par yield proxy; includes liquidity/risk premia; not pure inflation expectations or r-star",
        "availableBeforeCutoff": true,
        "usableForDailyAnalysis": true,
        "usableForLiveAnalysis": false,
        "publicationAllowed": true,
        "history": [
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          },
          {
            "observedAt": "2026-10-27",
            "value": 2.35
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        ],
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    ],
    "missingEvidence": [
      {
        "id": "TERM_PREMIUM",
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        "status": "unavailable",
        "reason": "model estimate requires separately verified release and vintage"
      },
      {
        "id": "MOVE",
        "module": "M1",
        "value": null,
        "status": "unavailable",
        "reason": "licensed volatility source not configured"
      },
      {
        "id": "CP_OIS",
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        "value": null,
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        "reason": "same-tenor CP and OIS observations not configured"
      },
      {
        "id": "CROSS_CURRENCY_BASIS",
        "module": "M2",
        "value": null,
        "status": "unavailable",
        "reason": "comparable tenor and collateralized FX basis source not configured"
      },
      {
        "id": "SRF_USAGE",
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        "value": null,
        "status": "unavailable",
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      },
      {
        "id": "AI_ISSUER_CREDIT_TERMS",
        "module": "M3",
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        "status": "unavailable",
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      },
      {
        "id": "AI_REFINANCING_ACCESS",
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        "value": null,
        "status": "unavailable",
        "reason": "requires direct borrower financing success/failure and committed facility evidence"
      },
      {
        "id": "AI_EXTERNAL_PAID_REVENUE_PAYBACK",
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        "status": "unavailable",
        "reason": "public group earnings cannot substitute for undisclosed AI external cash receipts and return"
      },
      {
        "id": "AI_CUSTOMER_CAPEX_CFO",
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        "status": "unavailable",
        "reason": "requires matching issuer, reporting period and cash capex/lease definitions from filings"
      },
      {
        "id": "AI_PHYSICAL_ORDERS",
        "module": "m3",
        "value": null,
        "status": "unavailable",
        "reason": "requires executed MW/rack/GPU orders and reason-coded cancellations rather than spending plans"
      },
      {
        "id": "MEMORY_CONTRACT_ORDERS",
        "module": "m4",
        "value": null,
        "status": "unavailable",
        "reason": "requires direct HBM/DRAM volume, contract terms, customer inventory and earnings path disclosures"
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    ]
  }
}