DAILY LOGBOOK

Daily archive

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

01 · LOG ENTRY

2026-09-13

12 digests · 1611 records indexed

Fed & Macro

〔Day Digest〕G7 Hawks Sync Around Warsh's Hike-or-Credibility Moment: Core CPI +0.3% m/m, Oil Back Above $100, BoJ to 1.25% — FOMC Vote Split Is the Last Unknown

4 sources · 3 min read
Fed & Macro

〔Overnight Brief〕Hike Odds Climb to 83-90% as Energy-Driven Inflation Hardens the Fed Path — Warsh Faces Inflation-Weary Markets and Agati Flags Policy-Error Risk

3 sources · 3 min read
China Macro

〔Day Digest〕Fed Coin Flip Meets China's August Print as AI-Led Exports Risk a Q4 Stall, EU Weighs PET Safeguards - Hormuz Talks Open

6 sources · 4 min read
China Macro

〔Overnight Brief〕26 Trillion Yuan 'Six Networks' Re-anchors the 15th Plan Around Compute and Grids, While QDII Quotas Drain and Sept-15 Exit Rules Draw a Pre-Emptive Rebuttal - Domestic Tap Wide, Outbound Channel Narrow

8 sources · 3 min read
Global Macro

〔Day Digest〕Carney Pitches Canada as EU 'Associate Member' to Cut US Dependence; BoE/BoJ Hike Bets Build, Osborne Calls Brexit 'a Mess' — Pivot to Europe vs Synchronized Tightening

5 sources · 3 min read
Global Macro

〔Overnight Brief〕BRICS Steps Up De-Dollarization Push as Ukraine's War Bill Tops $10B in Damages, $40B in Export Risk; Lagarde Sets 2027 ECB Exit

5 sources · 4 min read
Strait of Hormuz

〔Day Digest〕Tanker Strike Kills One Off Hormuz as Iran Says Strait Won't Reopen Despite Oman Deal; Houthis Take Bab el-Mandeb, Saudi Pipeline Closed — ~4-5% of Global Supply at Risk

8 sources · 4 min read
Strait of Hormuz

〔Overnight Brief〕100 Vessels Redirected in 60 Days as Iran-Oman MoU Stops Short of Reopening Hormuz — $100 Brent, the Houthi Perim Landing, and Monday's Oman Meeting Decide the Path

10 sources · 5 min read
AI Industry

〔Day Digest〕$5B Zhipu Zero-Coupon CB and 20% Oracle GPU Repricing Flood AI Capex — Anthropic-Altman-Musk Slowdown Chorus Caps Chip Stocks Down 14% from June

10 sources · 6 min read
AI Industry

〔Overnight Brief〕Musk, Altman Back Amodei's Slowdown as OpenAI Pulls 2026 IPO to 2027 and Zhipu Adds $5B - Yet Agents Already Breached Hugging Face

12 sources · 6 min read
Research Notes

〔Day Digest〕September Hike Odds Top ~90% as US 10Y Nears 5% and Brent Tests $100, FOMC 'Boot Landing' Becomes A-Share Catalyst - Geopolitical Tail Priced Second

10 sources · 6 min read
Research Notes

〔Overnight Brief〕Goldman: Earnings, Not Yields, Anchor the Bull as 30Y Hits 5.3% Near 20-Year High; WTI Past $100 on Hormuz; Fed September Hike Odds Top 80%

3 sources · 3 min read