Step 01
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Preparing the training path.
Earnings & Catalyst Research Desk Training Path
This page turns the Earnings & Catalyst Research Desk into a repeatable event-planning workflow. The visible path starts with earnings context, checks whether macro or Fed pressure could overpower the setup, identifies whether guidance matters more than the raw print, reconnects the catalyst to the company itself, and ends with a clear trade, wait, or hedge decision.
Desk job: decide whether an event is worth trading and how
Goal: move from event awareness into a concrete event plan
Final deliverable: catalyst thesis, macro-risk note, company context, and trade / wait / hedge decision
Core Deliverable
What You Should Leave With
This desk works only if you leave with a pre-event plan and the evidence behind it, not just a loose sense that something important is coming up.
- Event slate: what the event is, when it hits, and why it matters.
- Macro-overwhelm note: whether rates, the Fed, or the broader tape can overpower the catalyst.
- Guidance read: whether the print, the guide, or management framing is the real driver.
- Company context: the news, earnings history, filings, and company facts that still matter before the trade is structured.
- Decision: trade, wait, or hedge, and what kind of expression fits the setup.
Starting Assumption
Begin With An Event
This desk is not a blank-page market scanner. It is meant for traders who already know the event on the board and need a cleaner pre-event plan.
- Good inputs: an upcoming earnings report, a macro release, a dividend or split event, an IPO, or a known catalyst from the news flow.
- Why this matters: it keeps the desk focused on catalyst planning instead of turning it into another broad discovery surface.
- If the catalyst is not earnings: start directly at Macro Watch and treat it as the true opener.
Visual Logic
Why The Path Starts With Earnings
The live desk keeps a single visible order because it reads more naturally on the floor.
- Step 01: starts with Earnings Intelligence for the common earnings-case workflow.
- Step 02: moves into Macro Watch for the macro-overwhelm check.
- Exception rule: if the catalyst is not earnings-driven, skip step 01 and start at step 02.
Tool Role Map
How To Think About The Tools
- Earnings Intelligence: the earnings-specific intake for expectations, pressure, recent results, and AI earnings framing.
- Macro Watch: the broader event and policy context layer for macro-overwhelm risk, scheduled catalysts, rates, and Fed pressure.
- Benzinga Guidance: the step that tells you whether the real driver is the print, the guide, or management framing.
- StockPro Terminal: the stock-level context checkpoint before the event view becomes a real trade plan.
- Options Workstation: the structure and hedge decision layer that turns the catalyst thesis into a trade, wait, or hedge outcome.
How To Use This Page
What To Look For In Each Step
Use each step the same way so the workflow becomes repeatable when you run it on your own:
- Why this step exists: what the function is supposed to do for you right now.
- What you are trying to accomplish: the goal of the step.
- What must come out of it: the output you carry into the next step.