Research desk

Who we are

The Research desk is WiseView's newsroom. It publishes the stories under News and the explainers and product announcements under Blog, under the desk's name.

What we never do

We do not tell anyone to buy or sell anything, and nothing on the desk is investment advice. We do not publish a figure that is not in our data or in a source we credit. We report congressional and insider trades as disclosures, never as evidence of anything.

Corrections

When we get something wrong, we fix it and say so on the page: an “Updated” note with the date and what changed. To report an error, write to contact@wiseview.ai.

How the pre-market report is made

Published on trading mornings, shortly before the opening bell. It carries index futures, volatility and commodity levels as captured before the open; the biggest moves among S&P 500 members, measured from pre-market trades against the prior close; the day's economic releases with their consensus estimates; and the S&P 500 companies reporting earnings that day.

It also shows how the names WiseView's pre-market screen surfaced in a recent session finished — results only, graded at that day's close, and dated. The current day's screen is for members and is never part of the report.

How the market close is made

Published on trading-day evenings, after the closing auction. It carries how the major indexes, the VIX and the 10-year Treasury yield finished; the biggest moves among S&P 500 members, from each stock's closing price against its prior close; how each sector did; the S&P 500 members that touched a new 52-week high or low during the session; the day's economic releases; and what is on the calendar for the next session.

We keep each day's closing figures, so a later post compares against the close as it was, not as it is remembered.

How after the bell is made

Published on trading-day evenings, two and a half hours after the close. It lists the S&P 500 companies that reported earnings after the bell, with earnings per share and revenue against the analysts' consensus estimates where they have been reported; the S&P 500 members that moved 2% or more in after-hours trading; and the companies reporting before the next morning's open.

After-hours trading is thin, and a price can move a long way before the next open. Prices are shown as of the time the post was written. A day with no reports and no large moves gets no post.

How the economic release posts are made

Published within minutes of a major US release — consumer and producer prices, the jobs report, retail sales, GDP, PCE inflation and the ISM surveys — and only once its headline reading has printed. Each reading in the release is shown against the consensus forecast and the prior reading. Weekly jobless claims are not covered.

For consumer prices, unemployment, retail sales and GDP, a chart shows up to 20 years of the same measure, computed from the government agency's own figures the way the agency reports it: the change from a year earlier for prices and retail sales, and growth at an annual rate for GDP. Our stored history updates overnight, so on the morning of a release the chart ends at the reading before it; the new reading is in the table. Index futures before the open, or the indexes after it, and the 10-year Treasury yield show how markets moved. We never forecast the next reading or say what the Federal Reserve will do.

How “why is it moving” is made

Written during the trading day when an S&P 500 stock is up or down 5% or more and a news wire has reported something material about the company in the last two hours. It shows the move against the prior close, says what was reported, credited to the outlet that reported it and linked under Sources, and lists the company's suppliers and customers named in its SEC filings with how each is trading.

It says what was reported, never that a story caused the move, and a supplier or customer moving the same day is not evidence of a link. A large move with no reported news gets no note. At most three are written a day.

How the company earnings posts are made

One post for each report from the 50 largest US companies by market value, written once the numbers are out: earnings per share and revenue against the analysts' consensus estimates, the four quarters before, and how the stock traded in the session that followed: after hours for a report after the close, before the open for one before it. It also lists the suppliers and customers the company names in its SEC filings.

What management said about the quarter or the outlook appears only when a credited source reported it. We never forecast the next quarter.

How the week in review is made

Published on Friday evenings. Each index and sector is shown on the week: its last close against the last close of the week before. It also lists the S&P 500's biggest weekly gainers and decliners, how many S&P 500 companies reported earnings and how many beat or missed the estimate, and how many stock trade disclosures by members of Congress reached us during the week.

The weekly figures come from the closing prices we save each trading day. In a week where the previous week's closes were not saved, single stocks are left out rather than estimated.

How the Fed meeting preview is made

Published the evening before each Federal Reserve rate decision: when it will be announced, the target range the consensus forecast expects, where the range stands now, and a chart of the effective federal funds rate over 20 years from the Federal Reserve's figures. What economists expect appears only when a credited source reported it. We never say what the Fed should or will do.

How the Fed decision posts are made

Published minutes after each Federal Reserve rate decision: the target range set, against what was expected and against the range before the meeting; the committee's median projections for the rate when it publishes them, quoted as its projections; how the indexes and the 10-year Treasury yield moved by the time of writing; and 20 years of the effective federal funds rate. What the statement or the chair said appears only when a credited source reported it.

How what to watch Monday is made

Published on Sunday evenings, once index futures have opened for the week. It shows where S&P 500, Nasdaq 100, Dow and Russell 2000 futures stand; the weekend's market-moving headlines, each credited to and linked to the outlet that reported it; and Monday's economic releases and S&P 500 earnings. Headlines are described, never copied.

How the Congress trade disclosures are made

Published on weekday evenings when members of Congress have filed new STOCK Act disclosures. Each row is one disclosed trade as filed: the member, the stock, whether it was a purchase or a sale, the amount range the filing gives, the trade date, the disclosure date and the number of days between them.

We also show how each stock has moved since the trade date, from its closing price that day to its latest price. A disclosure is a public record of a trade; it is not evidence of anything, and we never say or imply why a member traded.

How the week ahead is made

Published on Sunday evenings. It lists the coming week's US economic releases of high and medium impact, with the consensus estimate and the prior reading where the calendar gives them, and the S&P 500 companies reporting earnings each day with their EPS estimates. Days the market is closed are left out.

How the splits, IPOs and dividends are made

Published on Monday mornings, before the open. It lists the week's stock splits for companies worth $2 billion or more, with the ratio; the IPOs expected to price on US exchanges, with the price range and the number of shares offered; and the S&P 500 companies whose dividends go ex that week, with the amount and the payment date.

Calendar dates can move. Each list shows the dates as they stood when the post was written.

How the explainers are made

Each explainer answers one question people search for, such as what a P/E ratio is, and is written fresh for the blog. Every one includes a worked example with real figures: we compute the measure ourselves from current share prices and companies' most recent four quarters of financial statements, and print each step so you can check the arithmetic.

Ratios computed this way can differ slightly from figures elsewhere, which may use other periods or adjusted earnings. The worked example describes what the numbers show; it is not a view on whether to buy or sell any stock.

How the announcements are made

An announcement says that something new is in WiseView, such as a way to connect the AI app you already use. It is written from facts about the product that someone on our team sets down, and its prices and allowances are read from the product on the day it is drafted, so they match what you are charged that day.

We draft one only once what it describes is available to members, and a person reads and publishes every one. Like every post on the desk, a live announcement is corrected in the open, with a note saying what changed.