Observatory / Research notes
Research archive
RESEARCH ARCHIVEPrimary data and report excerpts are labeled separately. Incomplete history stays incomplete.About the data
RESEARCH ARCHIVE

Every view leaves a trail.

Revisit daily and weekly notes to see how a view develops.

34 reports
HISTORICAL RECORD / 2026-09-26 — 2026-10-09

Two weeks of complete public research

33 original reports and editions; 48 historical tables. Original full texts are in Chinese.

Global liquidity14 / 14 scheduled datesAll scheduled dates available
AI infrastructure13 / 14 scheduled datesOriginal report not found: 2026-09-27
China economy2 / 2 scheduled datesAll scheduled dates available
Energy & inflation2 / 2 scheduled datesAll scheduled dates available

AI includes both October 9 editions; energy includes a September 30 special update. Report observations retain their original data windows and are distinct from current chart data.

34 notes
AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-09 · 16:08 revision

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-09 · morning edition

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Energy & inflationDaily

Oil costs rise; downstream transmission lacks data

Energy excerpt from the liquidity note; only one oil close is available.

Global liquidityDailyFull original

Global liquidity daily report · 2026-10-09

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-08

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-10-08

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-07

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-10-07

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-06

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-10-06

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-05

Complete original public research is available in Chinese, including historical tables, judgments and source links.

China economyWeeklyFull original

China economy weekly report · 2026-10-05

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Energy & inflationWeeklyFull original

Energy inflation weekly report · 2026-10-05

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-10-05

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-04

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-10-04

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-03

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-10-03

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-02

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-10-02

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-10-01

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-10-01

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-09-30

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Energy & inflationDailyFull original

Energy inflation daily report · 2026-09-30 · special update

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-09-30

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-09-29

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-09-29

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-09-28

Complete original public research is available in Chinese, including historical tables, judgments and source links.

China economyWeeklyFull original

China economy weekly report · 2026-09-28

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Energy & inflationWeeklyFull original

Energy inflation weekly report · 2026-09-28

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-09-28

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-09-27

Complete original public research is available in Chinese, including historical tables, judgments and source links.

AI infrastructureDailyFull original

AI infrastructure daily report · 2026-09-26

Complete original public research is available in Chinese, including historical tables, judgments and source links.

Global liquidityDailyFull original

Global liquidity daily report · 2026-09-26

Complete original public research is available in Chinese, including historical tables, judgments and source links.