You are CFO of a $200M Quebec manufacturer — Your firm exports $80M/yr in industrial components to the EU (EUR receivables, 60-day terms) and imports $35M/yr in raw metals from US suppliers (USD costs, net-30). The CEO asks: "What's our exposure if EUR drops 10% over the next quarter — and what should we hedge?"
Live mesh panels (synthetic data)
FXWatch — EUR/USD live signal
EUR/USD spot
1.0784
+0.12%
90-day forward
1.0721
-0.59%
Implied vol (3M)
8.4%
elevated
Hedging signal
MODERATE BUY EUR PUTS
1.05 strike
Treasury cost @ 1.05
Save ~$2.4M
vs unhedged
SentimentDNA — earnings narrative arc
EU industrial peers
Cautious
↓ from Neutral
US auto/aerospace
Defensive
supply slack rising
Quebec exporters
Mixed
FX winds vs demand
Narrative shift
Last 14d
demand softening
Signal confidence
78%
n=42 transcripts
CreditPulse — counterparty health
Top-3 EU buyers
BBB+
stable
Top-2 US suppliers
A-
improving
Industry default rate
2.1%
12-mo trailing
Concentration risk
Buyer-1 = 28%
watch threshold
Recommendation
Add CDS on Buyer-1
cheap insurance
Mesh query
What's our exposure to a 10% EUR drop, and what should we hedge?
Mesh composite answer
$8.0M downside if EUR drops 10% — hedge $48M of receivables, leave $32M open
Your $80M EUR receivables convert at today's 1.0784, so a 10% EUR drop translates to ~$8.0M revenue loss in CAD terms. CreditPulse flags Buyer-1 concentration (28% of book) as the single largest risk. Hedge 60% via 3-month forwards at 1.0721 (locks in $51.5M USD-equiv of $80M, costs 0.59% carry) and overlay $48M of put options at 1.05 strike. Leave 40% open — SentimentDNA shows EU narrative is already softening, so further EUR weakness is partly priced in. Net: risk reduced from $8.0M to $1.8M for ~$340K hedge cost.
Provenance — which flagship contributed what
FXWatch
spot 1.0784 + 3M vol 8.4% → forward 1.0721
CreditPulse
Buyer-1 = 28% concentration → CDS recommendation
SentimentDNA
EU industrial narrative softened 14d → asymmetric downside
CommodityWatch
raw-metal USD costs flat → no offsetting hedge needed
This is a recorded demo. Numbers shown are synthetic and illustrative —
designed to show how the mesh fuses signals across flagships. The free trial runs the
same workflow on your own data with live FXWatch / SentimentDNA / CreditPulse / etc.
feeds. No live Claude calls were made on this page.