In today’s fast-paced markets, keeping up with the latest developments is key to making informed, strategic decisions. Whether you’re evaluating regional performance, tracking shifts in corporate sentiment, or analyzing macroeconomic trends, having actionable insights at your fingertips can give you a competitive edge.
Part 5 of our prompting series focuses on leveraging Moody's data and expertly crafted prompts to stay up-to-date on recent developments and news. From understanding how performance disparities and market trends affect credit quality to uncovering emerging risks in corporate commentary, these prompts are designed to deliver clarity, relevance, and precision.
Discover how to integrate these insights into your workflows — updating financial models, refining risk assessments, and informing portfolio strategies. Whether you’re an equity research analyst, financial analyst, or economist, you can anticipate risks, seize opportunities, and stay ahead in a rapidly evolving landscape.
High-impact prompts that deliver
Scroll down to view our sample prompts. Each one has been tested and validated by our team to facilitate decision-informing, actionable outputs.
Assess Regional Performance and Credit Impacts
Chat Workspace
Prompt: Tell me about the performance of Tesla, Inc. EV sales and registrations in the EU over the last year compared to the US. Then, detail impacts on their stock price as a result of these changes. Lastly, is there any mention of these changes in Moody's reports and if so, how is this expected to impact their credit quality? How does the forecasted performance compare to their current upgrade and downgrade factors?
Source: M' & News
Why This Insight is Useful: This prompt helps users gain a clear understanding of an entity's regional performance disparities, stock volatility factors, and potential credit rating impacts. For example, as an equity research analyst, you can use it to access detailed, up-to-date insights to better assess investment risks and opportunities related to an entity’s strategic moves and market challenges.
Integration into Workflow: Integrating the insights from this prompt into your workflows lets you incorporate an entity's regional sales data and stock performance into your investment analysis models, giving you a more comprehensive view of market dynamics. By leveraging credit quality insights, you can adjust risk assessments and make more informed portfolio allocation decisions. In this example, you can monitor news reports to track ongoing credit rating changes related to Tesla’s performance.
Evaluate Shifts in Management Sentiment and Emerging Risks
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Prompt: Analyze the transcript of Kroger Co. (The)'s most recent earnings call. Are management's forward-looking statements more or less optimistic than their commentary from the previous quarter? Identify any new risk factors and risk factors mentioned in the previous call that were not mentioned in the most recent. Response should be about 1,000 words.
Source: News & Earnings
Why This Insight is Useful: This prompt helps users dive deeper into a company’s evolving performance and strategic direction, identifying shifts in management sentiment and uncovering emerging risks. As a financial analyst, you can apply these insights to evaluate a company’s financial health and forecast future prospects with greater confidence.
Integration into Workflow: By integrating the insights from this prompt into your workflows you can incorporate new risk factors into your risk management frameworks. Use the earnings call analysis to update financial models and forecasts for an entity, then share your key findings with investment teams and clients to guide buy/sell decisions and strategic recommendations.
Analyze Macroeconomic Shifts and Sector Vulnerabilities
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Prompt: Compare Moody's current US macroeconomic outlook with the one from about six months ago. What are the most significant changes in GDP and inflation forecasts. Have any sector outlooks been impacted as a result? Which corporate sub sectors have the least pricing power and are therefore most vulnerable to margin compression in a sustained inflationary environment. Response should be around 1,000 words.
Source: M' & News
Why This Insight is Useful: This prompt makes it easy to spot significant macroeconomic shifts in GDP and inflation that impact sector performance and corporate profitability. As an economist, you can use these updated insights to refine your models, adjust forecasts, and pinpoint vulnerable sub-sectors, helping you strengthen risk assessments and investment strategies.
Integration into Workflow: Make the most of updated GDP and inflation forecasts to refine macroeconomic assumptions in your financial models. With these insights at your fingertips, you can reevaluate sector exposure and adjust portfolio allocations to mitigate risks in vulnerable sub-sectors. These insights can also guide strategic planning and enhance client advisory services.
Top Tips for Content Setting When Prompting Moody’s Research Assistant
When working with AI assistants, like Moody’s Research Assistant, the key to unlocking clear, insightful results depends on how you frame your request. This is where “content setting” comes into play. Think of it as giving the Assistant the right roadmap to make sure your queries are precise, relevant, and aligned with your goals. Setting the right context helps the Assistant deliver tailored insights that drive smarter decisions.
Here are our top five tips for effective content setting:
- Be Specific About Your Goal. Start by clearly stating what you need. For example, instead of asking, “What’s the outlook for inflation?” try, “Compare Moody’s inflation forecasts over the last six months and highlight potential impacts on consumer goods margins.”
- Provide Relevant Context. Include background details or define the scope of your query. For instance, mention the timeframe, sectors, or regions you’re focusing on, like “Analyze Moody’s US GDP outlook for Q3 2023 compared to Q3 2022.”
- Focus on Actionable Insights. Frame your prompt to get outputs you can act on. For example, ask, “Which corporate sub-sectors are most vulnerable to margin compression in a high-inflation scenario?” rather than a broad “What are the risks of inflation?”
- Use Available Sources Wisely. Reference specific sources like Moody’s reports, news articles, or earnings call transcripts. For example, “Based on Moody’s latest report and recent earnings news, identify major credit risks in the retail sector.”
- Customize for Your Workflow. Think about how the response will fit into your process. If you’re building a model or writing a client brief, ask for outputs that directly support that, such as “Summarize Moody’s regional performance outlook for integration into our investment analysis.”
By following these tips, you can make sure that every query delivers insights that are both impactful and applicable to your specific needs. Connect with us to get more useful tips.
About the author:
Caroline Hedgcock is an Assistant Director of Customer Success at Moody’s, where she specializes in helping clients optimize their use of Moody’s Research Assistant. A leader in AI prompting strategies, Caroline works closely with financial institutions to streamline workflows, accelerate analysis, and unlock deeper insights leveraging Moody’s GenAI-powered Research Assistant.
With extensive expertise in applying advanced prompting techniques, Caroline ensures that clients harness the full capabilities of the Research Assistant to enhance decision-making and operational efficiency. Her approach bridges technical innovation with practical application, helping organizations unlock the benefits of embedding GenAI into their daily workflows.