DAILY LOGBOOK

Daily archive

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

01 · LOG ENTRY

2026-08-30

6 digests · 280 records indexed

Fed & Macro

〔Overnight Brief〕Warsh's Jackson Hole Hawkishness Spikes Hike Odds and Puts Fed on Collision Course With Trump — Long End Holds the Line as Bessent's $14B Buyback Is Branded Futile

6 sources · 3 min read
China Macro

〔Overnight Brief〕Pre-Sale Curbs and a 1pp SME Subsidy Bookend the K-Shaped H2 as Q2 GDP Slips to 4.3% and Debt Service Tops 25% of Budget: Fiscal Lever Under Test

5 sources · 3 min read
Global Macro

〔Overnight Brief〕Hormuz Transits Down >90% and Oil at ~$88 Force IMF to Lift 2026 Global Inflation to 4.7% — UK Shelves Green Levies, Weighs Bank, Oil Windfall Taxes

4 sources · 3 min read
Strait of Hormuz

〔Overnight Brief〕Iran Declares Hormuz 'Completely Closed' as Gulf Oil Recovers Only to ~40% of Pre-War; Brent ~$88 Holds a 20% Premium, IMF Tags 2026 Inflation at 4.7% — Permits, Not Pipelines, Are the Choke Point

6 sources · 4 min read
AI Industry

〔Overnight Brief〕Anthropic Caught in a Pincer: Sony-Warner 'Brazen' Copyright Suit Meets a $45B Nscale Capacity Lease, While OpenAI 'Plotting' Transcripts and a 2.45M-PFLOPS China Build Reset the AI Risk Map - Liability Creep vs Compute Hoarding

5 sources · 5 min read
Research Notes

〔Overnight Brief〕Warsh Echoes Powell-2022 as Barclays and SocGen Back Sep+Dec Hikes; DWS Says Long Yields Are a Fiscal Story, Not an Inflation One

4 sources · 4 min read