Macro vs company signal routing

Macro and company updates serve different decisions.

When you route both through one mixed stream, quality drops.

Routing model

• Macro stream: rates, policy, liquidity, cross-asset context.
• Company stream: earnings, guidance, execution changes.
• Policy stream: event risk and timing impact.

Step-by-step instructions

1. Define stream categories and sender lists.
2. Create sender-first rules per stream.
3. Use labels to preserve stream identity in review.
4. Assign review cadence by stream.
5. Reconcile streams in weekly synthesis.

Common mistakes and fixes

• Mistake: one undifferentiated source bucket.
• Fix: enforce stream-specific routing.
• Mistake: equal weighting of all stream outputs.
• Fix: apply stream-specific thresholds.
• Mistake: no reconciliation.
• Fix: run weekly cross-stream review.

If you want this done automatically

My Last Newsletter provides one concise output while preserving source-level signal quality.

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