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按日期回看 8大板块日报与当日入库记录。每篇日报保留独立的来源链。

01 · LOG ENTRY

2026-08-22

8 期日报 · 1138 条入库记录

Fed & Macro

〔Overnight Brief〕Bessent Doubles Long-End Buybacks to $4B/Op, Yet 30Y Yields Retrace — August PMIs Print 53.2/56.8 but Housing Starts Drop 12.4% as Fannie Mae Ousts ~12 Senior Execs

10 条来源 · 约 5 分钟
China Macro

〔Overnight Brief〕July Fiscal Take Climbs 11.7% on 25.9% Personal Tax Surge, K-Shaped Credit Diverges as 257 Cities Target Low-Altitude Economy - Supply Push Tests Demand

9 条来源 · 约 5 分钟
Global Macro

〔Overnight Brief〕SNB's Tschudin Ready to Cut Below Zero as Swiss CPI Holds at 0.4% - ECB Markets Still Price ~3% by 2027, Manufacturing PMI 52.8 Powers Stoxx 600 +0.6%

14 条来源 · 约 4 分钟
Strait of Hormuz

〔Overnight Brief〕US Says It Has Controlled Hormuz's Southern Lane for 2 Months; Iran Claims Gulf of Oman Is 'Fully' Its Own; Traffic -90%, 3 mb/d Drawdown Targets 70-Day OECD Floor by 2027 - Patrol vs Posture

14 条来源 · 约 4 分钟
AI Industry

〔Overnight Brief〕Risk Codification Meets Capital Flood: Anthropic IPO Names AI Backlash, $6B Nvidia-Poolside Deal, Google-TPU Poach, and $3T Off-Balance-Sheet AI Debt Hit One Tape

13 条来源 · 约 5 分钟
Research Notes

〔Overnight Brief〕Bessent's 'Quasi-QE' Doubles Long-Dated Buybacks as 30Y Holds Above 5%; Dalio Cuts Bonds, Puts 10-15% in Gold, Calls a US Debt Crisis at 3 Years ±2 — Warsh at Jackson Hole Decides

11 条来源 · 约 5 分钟
Precious Metals

〔Overnight Brief〕Bessent Bond Buyback Lifts Gold Past $4,600 and Silver Over $70; Goldman Flags $4,900 Two-Way Amplification as Dalio Pushes 10-15% - PCE and Jackson Hole Decide

10 条来源 · 约 3 分钟
Industrial Metals

〔Overnight Brief〕Latin America Mine Cuts Push Zinc to Four-Year High with $132.37/t LME Backwardation — Lithium Adds 4.12% on Slow Jianxiawo Restart, but Range-Bound Trade Persists; Peru Pitches $33B Pipeline

9 条来源 · 约 4 分钟