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Monday, June 22

Good morning, Dana.

Morning brief
Three of your fourteen clients report this week, led by Quanta Labs on Thursday. A peer of Meridian Apparel drew an activist letter overnight, a newsjacking opening worth a same-day pitch. Coverage on Apex Gaming turned negative after a downgrade, and Crisis Command already has a holding statement drafted for your review.
Generated 7:02 AM · grounded in your 14 pinned clients and live macro data

Pinned clients

14
across 6 sectors

Briefs generated

2,840
+186 this month

Hours saved / week

32h
team average

Scenarios run

410
crisis + guidance

Pinned clients

Live quotes and 30-day trend. Click a card to open its earnings workspace.

Quick actions

Jump straight into a module for your focused company.

Macro environment

Disinflation is holding and the market has fully priced one cut by Q4. Rate-sensitive growth names have re-rated; energy is soft on demand concerns.

CPI (YoY)
2.9%
0.2 May
Fed Funds
4.50%
· Jun
Unemployment
4.1%
0.1 May
WTI Crude
$74.20
1.4 Today
10Y Yield
4.28%
0.1 Today
USD Index
104.6
0.3 Today

Treasury yield curve

2s10s -0.11 · Inverted
1M
4.52
3M
4.48
6M
4.41
1Y
4.36
2Y
4.39
5Y
4.21
10Y
4.28
30Y
4.46

Market & macro news

Filtered to your clients' sectors.

  • Software multiples expand as disinflation narrative firms upMarketWatch32m
  • Developer-tools spend resilient in latest CIO surveyThe Information1h
  • Restaurant traffic softens in June, casual dining hit hardestBloomberg2h
  • Activist fund builds position in mid-cap gaming namesReuters3h
  • Apparel inventories normalize ahead of back-to-schoolWSJ4h
  • Clean-power tax-credit guidance clears Treasury reviewAxios5h
  • Biotech IPO window reopens with two oversubscribed dealsEndpoints6h
  • Fed minutes signal patience, one cut still the base caseCNBC7h