DAILY LOGBOOK

Daily archive

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

01 · LOG ENTRY

2026-08-26

7 digests · 1347 records indexed

Fed & Macro

〔Overnight Brief〕Peace-Deal Hopes Pull 2Y Auction to 4.204% and 30Y to 5.19%, Yet Collins Says 'Tighten Soon' as Turbu-lens Maxes and Gold Tops $4,700 — Front-End Relief vs Long-End Skepticism

12 sources · 4 min read
China Macro

〔Overnight Brief〕Mortgage Subsidies Spread to 20+ Cities as Shanghai's First 'Hu Ba Tiao' Weekend Logs a 50-Minute Sellout at 270% Subscription and Private Buyers Re-Enter Land Auctions — While 10Y CGB Bounces From Historic 1.67% Low

9 sources · 5 min read
Global Macro

〔Overnight Brief〕ECB Lines Up September Hike to 2.50% but Refuses to Signal More; Bunds Rally 5bp as Germany Lifts Q2 GDP and IFO Beats - Canada Fires C$20B Retaliation

10 sources · 4 min read
Strait of Hormuz

〔Overnight Brief〕Hormuz Main TSS Lane Reopens After US Mine Sweep, 500+ Ships Cleared Southern Route in 30 Days, Yet Monday Saw One Bulker — the Lowest Since May 7 — as Iran Vows Retaliation Alongside the Oman Corridor Deal

11 sources · 4 min read
AI Industry

〔Overnight Brief〕Nvidia's Wednesday Print Becomes the Single Test for $3.1T of Off-Balance-Sheet Pledges, Anthropic's $30T TAM Pitch, and OpenAI's GB300-Beating Jalapeño — Capex, Compute and IPO Converge

9 sources · 4 min read
Research Notes

〔Overnight Brief〕AI Off-Balance-Sheet Pledges Top $3.1T as Term Premium Pins 30Y at 5.34% — UBS Vulnerability Gauge Hits 1.0, BofA Frames the Build-Out 'Too Big to Fail'

7 sources · 5 min read
Precious Metals

〔Overnight Brief〕Gold Fades From $4,700 to $4,606 on Dollar and Profit-Taking; Silver Drops 2.16% to $67.45 - Bessent's $40T-Debt Repo Doubling and Warsh at Jackson Hole Frame the $4,600 Test

6 sources · 3 min read