Investments
Claude
Research & analysis
Internal Author-validated
Leadership-endorsed
Macro research synthesis from sell-side notes
PS
Priya Shah · Senior Investment Analyst Last reviewed 2025-04-08The problem
Investment strategy team reads ~30 sell-side notes weekly to track macro views; synthesis is inconsistent.
Business context
The CIO uses cross-house consensus and divergence to size macro tilts.
The solution
Claude with a structured prompt: extract each house's view on rates, growth, inflation, and positioning. Output goes into a weekly comparison grid.
Outcome & impact
Time saved
~4.5 hours per week
Outcome
Weekly synthesis from 6 hours to 1.5 hours; analyst freed for deeper work.
Reusable assets
Prompt
From this research note, extract the house's view on: (1) policy rates 6/12 mo, (2) growth, (3) inflation, (4) recommended positioning. Quote the strongest sentence supporting each.
- Comparison grid template(link)
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