Build the inventory
Cross-check official calendars, filings, investor-relations releases and credible market news.
CDCatalyst Digest
The catalysts. The competing theses. The signal after the noise.
Evidence, disagreement, resolution
Every issue is built to answer three questions: what happened, how credible observers interpret it, and what future evidence will settle the disagreement.
Verify the facts
Record timing, consensus, prior readings, revisions, guidance and cross-asset or security-level reaction.
Map the arguments
Group named, public analyst and expert views into distinct theses instead of averaging them away.
State the uncertainty
Separate facts, attributed claims and inference; disclose unavailable notes, transcripts and conflicting estimates.
The evidence key
- Fact
- Primary release, filing, official data or observed market price.
- Attributed view
- A named, dated public analyst, economist, strategist or expert.
- Inference
- Catalyst Digest's own synthesis, explicitly labeled.
What clears the bar
Impact determines inclusion
Macro events
Scheduled and unscheduled developments qualify when they moved—or plausibly could have moved—major equity indexes, sovereign rates, FX, credit, commodities, crypto or an important sector.
Company events
Coverage includes mega- and large-cap earnings plus smaller companies when the move is outsized or the call carries a useful read-through for an industry, consumer cohort or capital-spending cycle.
Source hierarchy
Primary first. Attribution always.
- Official recordStatistical agencies, central banks, regulators, filings and investor-relations releases.
- Verifiable commentaryNamed, dated public views from analysts, economists, strategists and domain experts.
- Market evidenceObserved price action, volume and cross-asset reaction with timing caveats.
- Editorial synthesisOur own inference, clearly separated from facts and attributed claims.
Multiple direct, mutually consistent sources or a clear primary record.
Sound evidence with material uncertainty around causality, timing or durability.
Thin public evidence, an early inference or a thesis that still needs a decisive milestone.
Consensus means the center of the public, attributable evidence we could verify—not a claim about inaccessible private research. Full policies on corrections, conflicts and attribution appear in Editorial Standards.