Morning Note

One page, read in two minutes, with a view in it. A note that summarises the tape without saying what to think about it wastes the only two minutes the desk will give it.

Evidence labels, source tiers, staleness, the readiness posture and the intake limits: .agents/skills/research-conventions/SKILL.md, read before the first deliverable.

Workflow

1. Gather overnight developments, labelled as they land

Earnings and guidance

• get_earnings_calendar(from_date, to_date) on the macro MCP server for who reported and who reports next.
• get_company_overview for consensus and the rating distribution; yf_analysis MCP get_upgrades_downgrades for dated rating changes and get_earnings_estimates for the current consensus, which together are the revision reading, since no tool carries a consensus time series and the pre-event estimate level is an evidence gap when a call needs it.
• Surprises against consensus on revenue, EPS and the metric the name actually trades on.
• Guidance raised, lowered or maintained, and against what the buy side was carrying.

News and events

• WebSearch and WebFetch for overnight headlines, deals, management changes, product and regulatory decisions, and rating changes.