DAILY LOGBOOK

Daily archive

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

01 · LOG ENTRY

2026-09-01

11 digests · 3114 records indexed

Fed & Macro

〔Day Digest〕Warsh's Jackson Hole Pivot and $90+ Brent Drive 10Y to 4.78% and 30Y to 5.27% — September Hike Repriced to 57-70% Against a Softening Data Tape

8 source channels · 3 min read
Fed & Macro

〔Overnight Brief〕Warsh's Jackson Hole Pivot Lifts September Hike Odds Past 60% and 30yr Mortgage to 6.87% as 10-Year Eyes Breakout — Trump Calls Hikes 'Absurd' but Dollar Drops 0.9% on Bessent Buyback

10 source channels · 3 min read
China Macro

〔Day Digest〕30Y Futures +0.30% on PBOC 'Drain-Long, Expand-Short' Tilt; Solar Tops Coal 1,286 vs 1,285 GW; Canada Tire Probe Caps Session

8 source channels · 5 min read
China Macro

〔Overnight Brief〕PMI Reclaims Expansion, CNH Closes August +0.50% Through Warsh Hawkish Shock; State Council Backs Pipe Networks, Tax Law, 2030 60T Retail Goal, 40-Year Mortgage Still Undelivered - Recovery Print vs Fed Sept Decision

9 source channels · 5 min read
Global Macro

〔Day Digest〕Japan 10Y Hits 3% First Time Since 1996 and Global Yield Index Tops 2008 High — Bessent's Public BoJ-Hike Push Meets a Dollar Already Down 5 of 8 Months

10 source channels · 4 min read
Global Macro

〔Overnight Brief〕German 2.9% CPI Print Underpins ECB September Hike, as France-UK Bond Selloff and Saudi $8bn Loan Shop Flag Fiscal Stress — India +7.8%, Qatar -7%

10 source channels · 4 min read
Strait of Hormuz

〔Day Digest〕Three Projectiles Hit Bahri VLCC Exiting Hormuz; Transits Drop to ~5 vs 14-Average, Brent Past $90 — Trump Vows Retaliation, Iranian Lawmaker Demands Preemptive US Strikes

7 source channels · 3 min read
AI Industry

〔Day Digest〕AI Compute Demand Still Sprints, Equity Tape Already Rotates: Korea Chip Exports +209% to $46.65B, Samsung Locks 70% of Memory to 2031 LTAs, and IGV Adds 12.9% in August vs SOXX's -8.6% — Zhipu Sets $2.4B FY ARR Target on +101% API Pricing

9 source channels · 7 min read
Research Notes

〔Day Digest〕Goldman Lifts Alibaba's 2030 Cloud Target to $100B and UBS Re-Rates A-Shares as BofA's 3% Annualized S&P 500 Loss and a Kaplan-Inclined Fed Frame the Asia Open

9 source channels · 6 min read
Precious Metals

〔Day Digest〕Silver Cracks $65 to $64.52 Lowest Since Aug 19; Gold Off 1.85% to $4366 on 60%+ Fed Hike Bets - Warsh Jackson Hole Repricing

11 source channels · 4 min read
Industrial Metals

〔Day Digest〕Zinc Tops Four-Year High on Supply Squeeze, Lithium Reverses 2% as Anhui Logs Super-Large Copper-Gold Find - AI Copper Foil Demand +260% YoY

5 source channels · 2 min read