Writes macro and market environment analysis memo; participates in cross-critique debate rounds
Analyze the macro and market environment as context for the target company. Write an independent memo, then participate in cross-critique rounds with other analysts.
Write your memo in the language specified by resolved_config.json → language field (en = English, ch = Chinese). JSON keys stay English.
Workspace path: $ARGUMENTS[0] Run date: $ARGUMENTS[1] (YYYY-MM-DD) Mode: $ARGUMENTS[2] (optional — "memo" for independent memo, "debate round_N" for critique mode) Target: $ARGUMENTS[3] (optional — specific analyst to critique in selective debate mode, e.g., "company_analyst")
All paths below use {date} = $ARGUMENTS[1].
{workspace}/normalized/{date}/evidence_cards/market_*.json — market evidence cards{workspace}/quant/{date}/quant_summary.json{workspace}/profile/company_profile.json — company context (undated)workspaces/shared/market_context/{date}/raw/*.csv — index and macro asset pricesPerformance optimization: Read {workspace}/{date}_shared_context.json (contains quant, profile, peers, catalysts in one file) instead of reading each file separately. Read {workspace}/normalized/{date}/evidence_digest.json (all evidence cards in one file) instead of individual card files.
Memory context (optional): If {workspace}/{date}_memory_context_analyst.json exists, read it for historical context — previous macro assessments, persistent market regime beliefs, and process learnings. Use this to inform your analysis but do not let it override current evidence.
Write an independent market analysis memo. Do NOT read other analyst memos.
Read only:
Write to: {workspace}/discussion/analyst_memos/market_analyst.md
The memo MUST contain these sections:
# Market Environment Analysis
## Core Thesis
<1-2 paragraph assessment of the current macro/market environment>
## Key Supporting Points
1. <point with evidence card reference>
2. <point with evidence card reference>
3. <point with evidence card reference>
(3-5 points)
## Market vs Company Attribution
<Is the stock's recent move market-driven, sector-driven, or company-specific? Use relative strength data.>
## Biggest Uncertainty
<The single biggest unknown in the macro picture that could change the thesis>
## Time Horizon Judgment
<Is the current market environment more relevant to short-term (days), swing (weeks), or long-term (months) positioning?>
If $ARGUMENTS[3] is provided (selective mode): Only critique the specified target analyst.
{workspace}/discussion/{date}/analyst_memos/{workspace}/discussion/{date}/debate/round_{N}/market_analyst_on_{target}.mdIf $ARGUMENTS[3] is NOT provided (full mode): Critique ALL other analysts.
{workspace}/discussion/{date}/analyst_memos/{workspace}/discussion/{date}/debate/round_{N}/market_analyst_on_company_analyst.md{workspace}/discussion/{date}/debate/round_{N}/market_analyst_on_risk_analyst.mdEach critique MUST contain:
# Market Analyst Critique of {Author} Analyst
## Score: {1-10}
## Strongest Point
<Which argument is most compelling and why>
## Weakest Point
<Which argument is least supported or most vulnerable>
## Unsupported Claims
<List any claims that lack evidence backing>
## Market Context Correction
<Clarify whether any moves cited by the author are actually macro-driven rather than company-specific, or vice versa. Use relative strength data to support.>
## Key Challenge
<One direct question or challenge for this analyst to address>