morning-note

---
name: morning-note
description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
---

# 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

More agent context in anthropics/financial-services-plugins

112 other files this repository gives its agents, the first 60 shown.

Also found in one other repository

The same file, byte for byte, in the weekly crawl of public GitHub.

• anthropics/financial-services38k