Generating real-time credit intelligence with Claude
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Generating real-time credit intelligence with Claude

Anthropic 14.11.2025 21 090 просмотров 536 лайков обн. 18.02.2026
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Watch Claude go from market signal to investment decision in minutes, generating real-time credit intelligence about Walmart's 2030 bonds tightening before a 2pm portfolio review. In this demo, Claude pulls live bond curves from LSEG, analyzes three quarters of earnings transcripts from Aiera, and sources four former Walmart executives on Third Bridge—all running in parallel—to deliver a complete credit thesis with verified sources in 30 minutes. The verdict? The market is pricing Walmart as best-in-class and fundamentals support it, with every claim linked directly back to transcripts and expert calls. Learn more: https://claude.com/solutions/financial-services Disclaimer: Demo represents preliminary analysis and workflow support only. All financial decisions require review by qualified professionals.

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  1. 0:00 Segment 1 (00:00 - 02:00) 372 сл.
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Segment 1 (00:00 - 02:00)

Let me show you how Claude helps credit analysts move from market signal to investment decision in minutes, not hours. We're following Yuri, a credit analyst at a multistrategy fund, Steady Capital. It's 10:00 a. m. and he notices the Walmart 2030 bonds moving tighter. Portfolio review is at 2 p. m. Yuri wants to know, is this a trading opportunity or fundamental shift? He starts simple. Show me Walmart's bond curve and compare it to Costco and Target. Claw connects to LSCG. Within seconds, an interactive dashboard is ready. Here we sees full WMA curve with live data. The 2030 is tight, but there's a steep jump out to 2037 and 2038. The market wants compensation for a longer duration. Claude automatically pulls comps for Costco and Target, and Walmart trades tighter than both of them. In under a minute, Yuri sees that Walmart is priced as best-in-class. Now, do the fundamentals support it? Yuri asked Claude, "Dig deeper on Walmart's credit quality. Analyze last three earnings calls. Check Third Bridge experts and give me a write up. " Claude pulls error earnings transcripts. Q4, Q1, Q2. While searching Third Bridge for former Walmart execs, everything happens in parallel. Within minutes, Claude has a complete credit analysis ready. It found patterns across three quarters. Consistent sales growth. E-commerce is surging. Advertising is up nearly 50% and new high margin businesses are scaling. Every claim is verifiable with links that go directly to Arrow's platform. An exact transcript Cloud analyzed. Claude found former execs who actually built these systems. One confirms the e-commerce profitability story. Another explains their competitive advantage on tariffs. Supplier relationships and domestic sourcing give them structural protection. Claude synthesizes everything. This is a trend, not a blip. Threearters of strong execution, experts confirming it's real. With every data point linked source, it's 1:45 p. m. Yuri walks into the portfolio review with his dashboard and comprehensive deep dive. The story is clear. The market is pricing Walmart as best-in-class and fundamentals back it up. Clause view: short bonds are priced to perfection and longer bonds offer better value if this transformation continues. 30 minutes, three platforms, one story with full transparency. That's the difference between data and conviction.

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