morning-note

name	morning-note
description	Use when financial-services work requires morning Note.
version	0.1.0
author	Changhochien
license	MIT
platforms	["linux","macos","windows"]
metadata	{"hermes":{"tags":["equity-research","financial-services","research"],"related_skills":[]}}

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".

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

Hermes Profile Notes

This skill was packaged from pi-financial-services source path plugins/vertical-plugins/equity-research/skills/morning-note for the Hermes financial-services profile. Use institutional data connectors first when available, cite sources, and stage outputs for qualified human review.

Common Pitfalls

1. Do not present drafts as investment, legal, tax, or accounting advice.
2. Do not use web search as the primary source when an institutional MCP/data connector is available.
3. Do not execute transactions, contact clients, post to a ledger, or approve onboarding. Stage outputs for review.

Verification Checklist

• Inputs, assumptions, dates, and currencies are explicit.
• Numbers tie across tables, models, decks, and memos.
• Sources are cited and institutional data is preferred where available.
• Output is labeled draft / for human review where appropriate.