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Topic Ledgers
Each topic accumulates evidence across briefing issues: every statement carries its source, date and quote, so it can be checked and cited. Topic briefs are published only after editorial sign-off. Methodology →
Prologis-SEGRO 合并
The proposed £14.3 billion ($18.8–19.2 billion) all-stock combination of Prologis (US) and SEGRO (UK) to create the world’s largest industrial/logistics REIT platform, requiring shareholder and regulatory approvals with completion targeted for H1 2027.
33 evidence entrieslatest 2026-09-28signed brief
2026年美国国债收益率飙升
US Treasury yields across key tenors (2-year, 10-year, 20-year, 30-year) rose sharply in September 2026, with the 10-year yield surpassing 5.21% — its highest level in 19 years — driven by persistent inflation, hawkish Fed expectations, fiscal concerns, and global bond market tightening.
24 evidence entrieslatest 2026-09-25signed brief
全球央行紧缩周期
A synchronized wave of monetary policy tightening across major central banks in September 2026, including the Federal Reserve, Bank of England, European Central Bank, and Bank of Japan, driven by persistent inflation and currency pressures, marking a significant shift from years of ultra-loose policy.
42 evidence entrieslatest 2026-09-25signed brief
美元挂钩稳定性与外汇波动
This topic monitors the stability of currency pegs—particularly USD/AED—and the volatility in major FX pairs such as USD/JPY, EUR/USD, and USD/CNY, driven by central bank interventions, policy speeches, and market reactions to economic data.
25 evidence entrieslatest 2026-09-25signed brief
2026年中国黄金周出境旅游
China's Golden Week 2026 is projected to drive record outbound travel volume and spending, with 180 million trips and $280 billion in expenditure, reflecting strong post-pandemic recovery and shifting preferences toward premium, long-haul, and multi-purpose travel among affluent and younger travelers.
28 evidence entrieslatest 2026-09-25signed brief
原油价格波动
Fluctuations in Brent and WTI crude oil prices driven by geopolitical tensions, supply disruptions, and market sentiment, particularly related to US-Iran conflict and Hormuz Strait dynamics.
21 evidence entrieslatest 2026-09-24signed brief
SWIFT ISO 20022 结构化地址迁移截止日期
SWIFT has established a hard deadline of November 14, 2026, after which all cross-border payment messages containing unstructured postal addresses will be rejected under the CBPR+ and ISO 20022 framework, with no contingency measures, requiring full migration to structured or hybrid address formats.
28 evidence entrieslatest 2026-09-21signed brief
Anthropic 2026 年 IPO
Anthropic's planned initial public offering on Nasdaq in October–November 2026, targeting a valuation of $2 trillion or higher, with potential anchor investment from Nvidia and sovereign wealth funds, marking a landmark event in AI industry financing.
28 evidence entrieslatest 2026-09-17signed brief
欧盟AI法案2026年执法力度加强
The EU AI Act entered full enforcement in August 2026, activating transparency obligations under Article 50, GPAI enforcement powers, and penalty regimes for prohibited and high-risk AI systems, with increased staffing and information requests targeting major model providers.
20 evidence entrieslatest 2026-09-11signed brief