DAILY LOGBOOK

Daily archive

Browse daily archives by date across 8 signal desks, with each digest keeping its own source trail.

01 · LOG ENTRY

2026-08-16

10 digests · 1212 records indexed

Fed & Macro

〔Day Digest〕Rate-Hike Fears Fade as September Odds Drop to 27%, But 30-Year Auction at 25-Year High Keeps Debt Overhang in Play - FOMC Minutes Next

3 source channels · 2 min read
Fed & Macro

〔Overnight Brief〕Warsh Phrase-Watching and Rieder's Long-End Real-Rate Warning Split the Market — Deficits, Heavy Issuance and AI Financing Take Center Stage

2 source channels · 2 min read
China Macro

〔Day Digest〕China Reschedules July Data to Monday 3 PM, Breaking with Practice; Hunan Rail Exports Jump 117.5% to Record, NDRC Sets 17% CO2 Cut – Data Twist vs Green Mandate

5 source channels · 3 min read
China Macro

〔Overnight Brief〕Credit Turns Negative at -¥589.6B, Capacity Use Hits 73.0% Series Low — Liquidity Bypasses Wages While SASAC Chief Pushes PetroChina to 'Hold the Energy Bowl'

4 source channels · 2 min read
Strait of Hormuz

〔Day Digest〕Iran-Oman Route Map Does Not Reopen Hormuz; Gasoline Imports Halt as Output Trails 137M L/Day Demand by 7M - Mocha Port Down After 86 Projectiles vs US 'Claim' Rhetoric

7 source channels · 4 min read
Strait of Hormuz

〔Overnight Brief〕Iran-Oman Hormuz Shipping-Route Pact vs. Third UAE Tanker Strike in a Week — Tanker Traffic Halts, Reopening Tied to End of US Blockade

7 source channels · 3 min read
AI Industry

〔Day Digest〕OpenAI's $852B Valuation Stumbles as IPO Slips and Executives Exit, While China's Ulanqab Projects Surge 147% and Guangdong Launches 'Token Loans' – Anthropic's $7B Decart Deal Tests the Buildout

8 source channels · 4 min read
AI Industry

〔Overnight Brief〕Nvidia's $500bn Blitz Buys $3bn SB Energy and $100bn OpenAI Guarantee, While $70bn Shadow Credit and Anthropic's $11.5bn Revenue Split AI Bets

7 source channels · 2 min read
Research Notes

〔Day Digest〕Breadth Widens as Crowding Digests: 80% of All-A Stocks Clear 30-Day Line, Top-5% Turnover Share Slips to 48.9% - The Battle Moves From Beta to Alpha

6 source channels · 4 min read
Precious Metals

〔Overnight Brief〕Gold's 8.36% Rebound Carries Prices Above 900 Yuan/g, but Head-and-Shoulders Warning and Missing Catalyst Cap the Rally — Wall Street and Retail Both Bullish

2 source channels · 1 min read