morning-note

par anthropic

Rédiger des notes de réunion matinales concises résumant les développements nocturnes, les idées de trading et les événements clés pour les actions sous couverture. Conçu pour la réunion matinale de 7h…

npx skills add https://github.com/anthropics/financial-services --skill morning-note

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Morning Note

Workflow

Step 1: Overnight Developments

Scan for relevant events across coverage universe:

Earnings & Guidance

Any coverage companies reporting overnight or pre-market?
Earnings surprises (beat/miss on revenue, EPS, key metrics)
Guidance changes (raised, lowered, maintained)

News & Events

M&A announcements or rumors
Management changes
Product launches or regulatory decisions
Analyst upgrades/downgrades from competitors
Macro data or policy changes affecting the sector

Market Context

Overnight futures / pre-market moves
Sector ETF performance
Relevant commodity or currency moves
Key economic data releases today

Step 2: Morning Note Format

Keep it tight — a morning note should be readable in 2 minutes:

[Date] Morning Note — [Analyst Name] [Sector Coverage]

Top Call: [Headline — the one thing PMs need to hear]

2-3 sentences on the key development and why it matters
Stock impact: price target, rating reiteration/change

Overnight/Pre-Market Developments

[Company A]: One-line summary of earnings/news + our take
[Company B]: One-line summary + our take
[Sector/Macro]: Relevant sector-wide development

Key Events Today

[Time]: [Company] earnings call
[Time]: Economic data release (expectations vs. our view)
[Time]: Conference or investor day

Trade Ideas (if any)

[Long/Short] [Company]: 1-2 sentence thesis + catalyst
Risk: What would make this wrong

Step 3: Quick Takes on Earnings

If a coverage company reported, provide a quick reaction:

Metric	Consensus	Actual	Beat/Miss
Revenue
EPS
[Key metric]
Guidance

Our Take: 2-3 sentences — is this good or bad for the stock? Does it change our thesis?

Action: Maintain / Upgrade / Downgrade rating? Adjust price target?

Step 4: Output

Markdown text for email/Slack distribution
Word document if formal distribution is needed
Keep to 1 page max — PMs and traders won't read more

Important Notes

Be opinionated — morning notes that just summarize news without a view are useless
Lead with the most important thing — don't bury the headline
"No news" is a valid morning note — say "nothing material overnight, maintaining positioning"
Distinguish between actionable events (earnings, M&A) and noise (minor analyst notes, non-events)
Time-stamp your takes — if you're writing at 6am, note that pre-market may change by open
If you're wrong, own it in the next morning note — credibility matters more than being right every time