DAILY LOGBOOK

Daily archive

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

01 · LOG ENTRY

2026-08-27

8 digests · 1423 records indexed

Fed & Macro

〔Overnight Brief〕Headline PCE Lifts September Hike Odds to ~42% as Core Prints In-Line; 10Y +2bps, Iran War and Canada Tariff Pulse Keep Yields Bid - Sticky Print vs Warsh and Nvidia

14 sources · 4 min read
China Macro

〔Overnight Brief〕Nvidia's $96.2B Beat and $108B Q3 Guide Meet a 71-72% Margin Trough; Customer Book Doubles to $279B as Supply — Not Demand — Caps the FY28 Frame

6 sources · 5 min read
Global Macro

〔Overnight Brief〕Schnabel Demands More ECB Hikes as Global Yields Reprice in Lockstep, Bessent's $83bn Plan Calms QE Fears - BoE Digital Mandate, Dutch Gas Miss Reset the Cross-Border Map

9 sources · 4 min read
Strait of Hormuz

〔Overnight Brief〕Brent Below $85 on Iran-Oman Hormuz Framework, 2% Rebound to $87.58 as 'Not Finalized' Source and HAANA Detention Hit; Oman Halts US Escort Cooperation - Deal-Signed vs Deal-Done

12 sources · 3 min read
AI Industry

〔Overnight Brief〕Nvidia's $96.2B Print (+106% YoY) Re-Anchors the 'Central Bank of AI' as 2M More AWS GPUs and a 25% AI-Lab Mix Stack Up — $500B+ Financing Piles and a 90%-Cheaper Qwen Test Capex Faith

9 sources · 5 min read
Research Notes

〔Overnight Brief〕Nvidia's 7-Session Rout ($151B Wiped) Reopens AI Mainline Debate as Wolfe Sees Fed Cover to Skip and Citadel Warns Crowded Long-Bond Shorts Face Painful Unwind

10 sources · 4 min read
Precious Metals

〔Overnight Brief〕Gold Pierces $4,600 as PCE Revives September Hike Bets, Dollar and Yields Firm Into Warsh and Jackson Hole - Silver Tracks Lower, Miners Sell Off, Yet $5,000 Year-End Holds

6 sources · 3 min read
Industrial Metals

〔Overnight Brief〕Copper Premiums Widen to 310/205 Yuan, SMM Price Rises to 109,575 Yuan on Low Stocks and Tight Concentrate — Downstream Acceptance and 232 Fog Decide the Next Move

8 sources · 3 min read