DAILY LOGBOOK

Daily archive

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

01 · LOG ENTRY

2026-08-19

14 digests · 3120 records indexed

Fed & Macro

〔Day Digest〕30Y Yields Pull Back from 5.33% Multi-Decade High Into FOMC Minutes; Goldman Warns Supply May Force a Hawkish Fed, Danske Targets 4.00-4.25% - Real-Rate Decoupling Across Assets

6 source channels · 3 min read
Fed & Macro

〔Overnight Brief〕Supply Story Pushes 10Y Toward 4.8% as Intraday High Hits 4.7458%; Cabana Calls It a Fed Story - FOMC Minutes Today

13 source channels · 4 min read
China Macro

〔Day Digest〕Provident-Fund Rewrite Ignites Property, 30Y Futures Drop 0.27% as Yuan Firms 50 pips to 6.7377 — Targeted Stimulus Beats Broad Easing

9 source channels · 5 min read
China Macro

〔Overnight Brief〕South-Bound ETF Channel Opens to Insurance Funds, 670 Rural Banks Fold in 2025, Household Loans Extend 1.5T Contraction - Cross-Border Opening vs Domestic Deleveraging

7 source channels · 6 min read
Strait of Hormuz

〔Day Digest〕Only 6 Ships in Hormuz, 80% Divert via Omani Lane, Two Chinese Supertankers U-Turn as Pentagon Weighs 40,000-Troop Gulf Pullback - Tehran's Grip vs. Kpler Data

6 source channels · 4 min read
Strait of Hormuz

〔Overnight Brief〕60-Day Ceasefire Lapses; Iran Pivots to 'Fully Offensive' Posture as Vessel Struck in Hormuz and Brent Holds Near $91 — Energy Stocks Hit First Record Since March

11 source channels · 4 min read
AI Industry

〔Day Digest〕Samsung Hikes Foundry Up to 15% on AI Squeeze, TSMC CoWoS Spills to Intel — 30Y Yield at Post-2007 High and Thompson's 'Railway Bubble' Reprice the Capex Stack

10 source channels · 5 min read
AI Industry

〔Overnight Brief〕OpenAI Pauses Frontier RL Training Two Weeks After Hack as Blackstone Prices Microsoft Data-Center Bond at 7.228% — AI Capex Hits Cost-of-Capital Reality

10 source channels · 5 min read
Research Notes

〔Day Digest〕Unitree's 460% Pop Locks Humanoid Robotics Into Public-Market Pricing as BTIG's 57-Day Breadth Divergence Already Ties a 30-Year Extreme - Korea Up, Baidu Underweight at $80

6 source channels · 5 min read
Research Notes

〔Overnight Brief〕BofA's $350 Nvidia Call Sits Next to an FMS Survey Tagging AI Bubble the Top Tail Risk, While 30Y Yields Hit Post-2007 Highs and Jackson Hole Asks Whether a Fractured FOMC Reconciles - Conviction vs Crowding

4 source channels · 4 min read
Precious Metals

〔Day Digest〕Gold Reclaims $4,350 from Weekly Low as Asia Bids Return; 30Y at 2007 High and Hormuz Limbo Cap the Move into July FOMC Minutes

7 source channels · 3 min read
Precious Metals

〔Overnight Brief〕Gold Cracks $4,340 as Brent Holds $90 and Long-End Yields Bite; Silver Tumbles 3% to $63.79 — Wells Fargo Defends $4,900 Path as Fed Pause Bets Build

9 source channels · 3 min read
Industrial Metals

〔Day Digest〕Lithium Main Craters 4%+ to 149,120 yuan/ton on 1,239-Lot Warrant Build and Unstable Zabuye Output; Copper to Cycle Lows Pre-FOMC as LME Deliveries Ease Squeeze — Macro vs Structural Bull

6 source channels · 3 min read
Industrial Metals

〔Overnight Brief〕LME Selloff Hits Copper at $13,986/t (-$171); Saxo Flags ~70% of Exchange Copper 'Stranded' in the US — IEA: Stockpile Costs Are Operational, Not Material

3 source channels · 2 min read