DAILY LOGBOOK

Daily archive

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

01 · LOG ENTRY

2026-08-24

14 digests · 2896 records indexed

Fed & Macro

〔Day Digest〕Bessent's Buyback Bounce Lasts a Day, 30Y Holds 5.248% Just Below Last Week's 5.337% 19-Year High — DXY at 98.8, Gold Tops $4640, Warsh's Jackson Hole Friday Sets the Term Premium

13 source channels · 5 min read
Fed & Macro

〔Overnight Brief〕30Y Rebounds to 5.276% as Bessent's Buyback Trade Fades; Warsh's Jackson Hole Debut Sets the Long-End Tone - Term Premium, Inflation and the Fed-Treasury Boundary

10 source channels · 4 min read
China Macro

〔Day Digest〕PBOC Layers 500B MLF with 600B/Day Reverse Repo for Late-August, Yet A50 Futures Slide 2% and 30Y Bond Future Closes +0.24% - Liquidity Pump Meets Risk-Off

9 source channels · 4 min read
Global Macro

〔Day Digest〕Won Touches 1,376.5 Pre-BoK; Singapore Core CPI Undershoots 2.0% — BoJ, ECB Hikes Priced vs Fed, BoE Hold; BoK, Jackson Hole Test the Divergence

14 source channels · 4 min read
Global Macro

〔Overnight Brief〕Canada-US Trade Talks Collapse Sends USD/CAD to 1.3796 as Tariff Spiral Looms; Turkey Restores 37% Policy Rate - Euro Area Next-Crisis Warning

5 source channels · 3 min read
Strait of Hormuz

〔Day Digest〕Hormuz Traffic Craters ~90% to Under 20 Weekend Ships as US Readies 'Economic D-Day' Sanctions - $93 Brent, ~$20M/VLCC Surcharge, and a $50-60 Persian Gulf Crude Discount

13 source channels · 5 min read
Strait of Hormuz

〔Overnight Brief〕Rezaei Vows 'Zero Oil' From Hormuz If Economic War Continues — Yet UKMTO Traffic Already at Single-Digits, 70 Vessels Redirected, US Casualties Climb to 774

7 source channels · 5 min read
AI Industry

〔Day Digest〕Shanghai Lays AI-Compute Industrial Blueprint as Xiaomi Drops 3nm D100, Samsung Maps 3D zHBM, and Goldman Lifts 2027 WFE 45% — the Memory Wall Becomes the Binding Constraint

6 source channels · 5 min read
AI Industry

〔Overnight Brief〕Capital Still Floods In: $65B Anthropic ARR Miss, HK$80B Alibaba Raise, $13B+ Hugging Field Sale Meet a 307GW Power Wall — Nvidia's Rubin Hand-Off Is the Lane

15 source channels · 6 min read
Research Notes

〔Day Digest〕$40T Debt and 5.336% 30Y Yield Force 'Fiscal-Dominance' Repricing: Bessent's Put Falters, Tech Spreads at Cycle Highs, Warsh to Rethink Forward Guidance at Jackson Hole

9 source channels · 5 min read
Research Notes

〔Overnight Brief〕30Y Yields Punch Through 5.336% as $145.2B August IG Crowding Tests A-Share Defense - WTI +6.7% on Hormuz, Jackson Hole's Warsh Frame Decides

3 source channels · 5 min read
Precious Metals

〔Day Digest〕Spot Gold Holds $4,600 on Debasement Bid as August Surge Tops 13% — Funds Double, Central Banks Add 289t, Shorts Stack Above 46XX; AISC Climbs to $1,785/oz

11 source channels · 4 min read
Precious Metals

〔Overnight Brief〕London Spot Clears $4,600 on Third Weekly Win (+5.18%) as Treasury Long-Bond Bid Lifts COMEX to $4,690 — Zhaojin Lags the 73% Sector Average, Options Expiry Caps the Breakout

3 source channels · 2 min read
Industrial Metals

〔Day Digest〕Summer Maintenance Squeezes ~10% of Monthly Lithium Supply, Pushing Carbonate Past 161,000 Yuan/Ton in a 17% Monthly Rally — Copper Risks Re-Emerge as Zijin Flags Congo Flooding

6 source channels · 4 min read