Harkster Newsletters 2.0 - 15 Sept 2023

Curating financial research & commentary to deliver current market narratives with minimal latency

“If it ain’t broke, don’t fix it.”

We’re returning The Morning Hark to its original and much-loved style from Monday and complementing this with a set of additional newsletters alongside an intraday commentary feed to bring you the complete package throughout your trading day.

We’ve outlined below what each newsletter has to offer and when it will be delivered to your inbox.

You can manage your preferences here if you would like to receive only certain newsletters.

As always, feedback is welcome and appreciated!

---

Your daily financial markets briefing!

• Overnight highlights in key asset classes, including commodities, FX, fixed income, equities and crypto.

• Current macro themes with a review of the previous day and a preview of today’s economic data releases, central bank speakers etc.

• Main highlights ahead with a comprehensive calendar of key upcoming data, events and speakers.

(Publication Time: 8:30am (UK))

---

This concise read for the daily commute will focus on the overnight asset drivers as well as the impending data calendar for the day ahead. It will be particularly useful for those presenting on morning calls on the sell and buyside.

(Publication Time: 6:45am)

---

Our latest addition to the platform is an intraday commentary feed highlighting key notes, topics du jour, and HarksterHQ’s market updates around key data points and headlines. Available on the Harkster Research Platform.

(Publication Time: Throughout the trading day)

---

The focus of this piece will be the key market narratives trending on Harkster.com. What users of our platform are consuming, what themes are top of mind and the key risk events they're researching. It will also document the top 10 links and podcasts that have been consumed by our users over the previous day.

Published on days where there is no ‘Harkster Previews’ publication (see below).

(Publication Time: During the trading day - timing varies based on market events)

---

This publication will focus on what's in the price for key events, what the consensus expects as well as a decision tree for potential dovish / hawkish outcomes, e.g. What does a hawkish outcome look like relative to consensus pricing in rates as well as vol markets. It will also highlight key sources/previews that have been curated in designated channels for each central bank event.

(Publication Time: 24 hours prior to the event)

---

A concise weekend read, recapping what the street consumed over the course of the week, which articles were of focus and which topics were researched. Macro narratives will be interwoven with recommended reading as well as “Top 10 reads of the past week” and "Top 5 podcasts of the past week".

(Publication Time: Sat 10:00am)

---

The Harkster Backstory

Working on the execution desk at a global macro hedge fund (alongside some Harkster co-founders), our role included continuously consuming relevant content to catch evolving narratives with minimal latency and generate real-time trade ideas.

The desk was inundated with research across different mediums. Time was often wasted searching inboxes for topical content, navigating algos and spam or asking on chats for content already received.

The hope that MiFID II would clear out inboxes to leave only paid-for or requested content did not materialise.

Since the introduction of MiFID II, third-party independent research has become more prominent, exacerbating the problem. The evolution of new mediums such as podcasts and Substack newsletters further adds to the volume.

We built the Harkster Research Platform to manage this ever-expanding research universe by bringing together quality content into a dedicated platform. Prime screen real estate for your research only, free of spam and algos. Curated into ready-made channels on key market narratives and drivers (CPI, Housing, ECB etc.), bespoke channels for preferred content (e.g. Week ahead) or keyword monitoring channels for evolving themes (e.g. debt ceiling).

At HarksterHQ, we continuously monitor these channels to alert you to the latest developing narratives through our newsletters and live commentary feed. We deliver daily analysis using decades of market experience to highlight what is moving and what matters, interlaced with recommendations for the highest quality content from our platform, offering deep dives into each topic.

Do you want to try our research platform out for yourself?

Visit Harkster below to set up your own custom dashboard. Remember to add the ‘Intraday market colour’ channel for our market updates and recommended reading.