Finance Newsletter Template — Research Roundup

A weekly market-research digest built for portfolio managers and analysts who read on the train. A three-stat metric-cards hero frames the week, then three tight analyst notes stack underneath — each with one chart link and one takeaway. No fluff, no predictions, just what moved and why.

Snapshot

• Goal: give finance professionals a 90-second read on the week’s market research, and drive one click per reader to the note that matters to their book.
• Audience & tone: buy-side analysts, PMs, and serious retail readers. Precise, restrained, jargon-comfortable — never breathless.
• Palette: page #f1f5f9 · container #ffffff · text #0f172a / #64748b (muted) · accent #0369a1
• Font: Verdana, Geneva, sans-serif
• Artwork: one metric-cards layout hero (a single rasterized image) — three stat tiles side by side. Everything below it is native, selectable, clickable.

Build recipe

Each step is one block in the flat stack, top to bottom. [native] = a real email block. [layout] = a free-form layout embedded as a single image.

1. [layout] Metric-cards hero — apply the metric-cards layout template; recolor the three tiles to container #ffffff with hairline #e2e8f0 borders on page #f1f5f9. Tile copy: (a) “+4.2%” / “S&P 500 · 1W”, (b) “5.31%” / “10Y yield”, (c) “$72.4B” / “IG issuance”. Each value in accent #0369a1, fontSize: 32, fontWeight: 700; label below in #64748b, fontSize: 12, uppercase. Text-only artwork — the working links are the native rows below.
2. [native] Issue line — text. “WEEK 28 · JULY 7–11, 2026”. fontSize: 12, fontWeight: 700, letterSpacing: 0.06em, color #64748b, left.
3. [native] Heading — text. “Three notes from the desk.” fontSize: 22, fontWeight: 700, color #0f172a, left, generous top padding.
4. [native] Note 1 heading — text. “Rates: the curve stopped flattening.” fontSize: 16, fontWeight: 700, color #0f172a, left.
5. [native] Note 1 body — text. Two-sentence takeaway with an inline accent #0369a1 “Full note →” link. fontSize: 14, color #64748b, left, lineHeight: 1.6.
6. [native] Divider — hairline #e2e8f0, generous vertical padding.
7. [native] Note 2 heading — text. “Credit spreads compressed on light calendar.” fontSize: 16, fontWeight: 700, color #0f172a, left.
8. [native] Note 2 body — text. Two-sentence takeaway with inline accent #0369a1 link. fontSize: 14, color #64748b, left.
9. [native] Divider — hairline #e2e8f0, generous vertical padding.
10. [native] Note 3 heading — text. “What we’re watching next week.” fontSize: 16, fontWeight: 700, color #0f172a, left.
11. [native] Note 3 body — text. One sentence + inline accent #0369a1 link to the calendar. fontSize: 14, color #64748b, left.
12. [native] Sign-off — text. “Halcyon Capital Research”. fontSize: 13, color #64748b, left.
13. [native] Footer — text block. “Halcyon Capital · 200 Park Ave, New York NY 10166 · [research portal] · [linkedin] · [subscribe]”, fontSize: 12, color #64748b, center, links in accent #0369a1. Custom text footer — not the social/address blocks.

Make it yours

1. Swap the three metric tiles for the week’s actual headline numbers — keep values to one line each.
2. Replace the three note headings and takeaways with your desk’s real research; hold each to two sentences.
3. Recolor the accent to your house style — Verdana’s wide counters keep dense numbers legible on any palette.