Morning 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 commodi…