Three questions before you commission an impact review
Indicator, mandate, and deadline — the minimum brief that keeps a macroeconomic review useful.
Clients sometimes arrive with a release date and a hope that “the market” will be explained. That produces a wrap, not an impact review.
The brief that works has three parts. First, the indicator — one primary print, not five. Second, the mandate — asset classes, regions, and any constraints already set by the committee. Third, the deadline — when a human being will actually read the note relative to the release.
If any of the three is missing, we will ask before quoting. That is slower at the enquiry stage and faster once the print lands. A portfolio exposure session can help if you know the calendar stretch but not yet which release deserves a full memorandum.