CONTENTS INTRODUCTION. 3 ACCESS NEWS FROM YOUR HOME PAGE. 4 ACCESS NEWS BY ASSET CLASS. 7 ACCESS REUTERS TOP NEWS. 8 ACCESS BREAKINGVIEWS.

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2 CONTENTS INTRODUCTION... 3 ACCESS NEWS FROM YOUR HOME PAGE... 4 ACCESS NEWS BY ASSET CLASS... 7 ACCESS REUTERS TOP NEWS... 8 ACCESS BREAKINGVIEWS SEARCH REUTERS NEWS BY KEYWORD EMBEDDING NEWS FROM POP-UP APPS INTO A FLEX DOCUMENT VIEWING YOUR 100 PREVIOUSLY READ STORIES LINKING TWO NEWS APPS THE ADVANCED NEWS SEARCH ACCESS REUTERS INSIDER TV

3 INTRODUCTION Thomson Reuters Eikon gives you integrated access to leading news from Reuters. After completing this workbook you should be able to: Locate different types of news stories, including asset-class-specific news, Top News, and Breakingviews Search news stories by keyword, and using the advanced news search tool Insert news into a Flex Document Link two news apps in a Flex Document Access Reuters Insider TV ABOUT THIS WORKBOOK This workbook is designed to be used alongside Thomson Reuters Eikon. On the following pages you ll find a series of exercises that will introduce you to the. Each exercise is marked with this icon, along with a summary of the exercise. Just follow the instructions in the left hand column to complete the exercise. Visuals are provided in the right hand column to guide you and to show you what your screen should look like. BEFORE YOU START The Thomson Reuters Eikon Home Page displays the most relevant information based on your job role. Some of the examples in this workbook are based on a Home Page tailored for Fixed Income markets. If you want to follow our examples exactly then you should set your Home Page to display Fixed Income information. 1. Navigate to My Eikon My Profile. 2. Click the Edit link in the Professional Profile section. 3. Select Fixed Income Portfolio Manager from the list of Job Roles. 4. Click Save. Your Home Page will update to display Fixed Income information. 3

4 ACCESS NEWS FROM YOUR HOME PAGE Thomson Reuters Eikon allows you to read the Reuters Top Stories most relevant to your job role straight from your personalized Home page. In this activity you will access several types of news stories directly through the Thomson Reuters Eikon Home page. Reuters Top News headlines tailored for your job role appear at the top of the Thomson Reuters Eikon Home page. Scroll down to view Top News stories for key related markets. To change a news category, click the gear icon. Click the plus icon next to National and Regional News to view sub-categories. Select Britain and Ireland. Then click Save. Your home page now displays up to the minute Top News for your chosen category. 4

5 Now scroll back to the top of the Home page to view the Top News headlines. Then click any headline to view the whole story. From here, you can use the buttons to or Print the story Embedded in the story text are links to financial instruments and other news stories referenced in the story. Open the Related menu to view other stories relevant to your job role. Then scroll down and you will find a list of Related Links. These give you the opportunity to further pursue the themes and topics discussed. We can search for news stories by typing keywords into the Search News field. We re going to search for news stories on Euro Zone. Enter the keywords in the search box and select keyword Euro Zone in the auto suggest. Then click the Search icon. 5

6 Returned are stories that reference the Euro Zone in the headline. Use the Refine box to filter your News query. For example, type Jobs and press Enter. Click Go to rerun the search. Next, open the Advanced Search to add more criteria. Click the button to search both the Headlines and Story Text. Click Search to re-run the search. You can save News Searches for further use by clicking Save Search. Then name the search and click OK. To retrieve the search, go to Top News page. Then click the My News link in the left-hand pane, From there, you can select your saved search. 6

7 ACCESS NEWS BY ASSET CLASS Thomson Reuters Eikon makes it easy to find news stories by asset class. In this exercise, you will find news stories related to the Foreign Exchange markets. Your Home page is tailored to your profile and job role; but you can view news and market movements in other Asset Classes by clicking on the options in the left-hand menu. Let s click the Foreign Exchange link at left. The Foreign Exchange Overview page displays Foreign Exchange news headlines, key benchmarks, and other useful information. Click the News and Events tab for more stories related to FX. Click a headline to read the full article. Click on the icons at upper right to enlarge the text, print, or this article to your colleagues. 7

8 ACCESS REUTERS TOP NEWS Reuters Top News delivers market news and analysis to your desktop. Learn how to access Reuters Top News from the Thomson Reuters Eikon Home page. You can access Reuters Top News from your Home page using the News and Research menu. You can customize the news categories to suit your own interests. Let s see how this works. Click More... to view a full list of categories. Select the categories that you want to see in the News menu. We ll select Foreign Exchange then click OK. 8

9 Your chosen sectors are now set as the default view whenever you open Top News. Each sector contains news stories, and special reports on the most significant events of the day. To the right you can also see Analysis and Insight editorials. Let s now look at sector-specific news. Select Central Banks & Global Economy from the left-hand pane. Then click the View Real-Time button at upper right to open real-time news headlines in a pop-up browser. Headlines in orange indicate Alerts. This means the headline has just been published and the story will follow in a few minutes. Alerts show you market-moving news, even before the story has been published. 9

10 ACCESS BREAKINGVIEWS Reuters Breakingviews is the world s leading source of agenda-setting financial insight with around 30 columnists based in London, New York, Hong Kong, Paris, Moscow, Washington, and Madrid.. Locate the Breakingviews stories available in Thomson Reuters Eikon. To access Breakingviews, click Breakingviews in the left-hand menu. Or open the News and Research menu, and select Breakingviews. You can select a region from the left hand pane to filter the stories relevant to your market. For this example, select Breakingviews Americas. From this page you can use the and Print links to or print a news story. You can also sign up to receive regular alerts from Breakingviews. And you have access to what if scenarios for significant news events. 10

11 SEARCH REUTERS NEWS BY KEYWORD The news search allows you to perform a keyword-based search to view the latest news headlines. This search is common to all screens in News, and your Home page. Conduct a News Search for stories with the Keyword Obama. Then refine your search using the Advanced Search tool. To conduct a News Search, type a keyword into the command line and click the Search icon. Search returns all news headlines matching your keyword, organized by date. Notice that the keyword (highlighted in white) appears in every headline. To find news with the keyword in both the headline and the story text, select Advanced Search. 11

12 Your previous search has been carried over into the Advanced Search engine. Here you can enter more keywords, if you wish. Select the Headlines and Story Text button to search entire stories for our keyword. Then click Search. Headlines in orange indicate Alerts. This means the headline has just been published and the story will follow in a few minutes. Alerts show you market-moving news even before the story has been published. Click any headline to view the full article. 12

13 EMBEDDING NEWS FROM POP-UP APPS INTO A FLEX DOCUMENT Thomson Reuters Eikon allows you embed news apps in your Flex Documents. Learn how to add news apps to a Flex document, searching by keyword and name. Then use the News Search Wizard to refine your search. We re going to find some real-time investment banking news, and add it to a Flex document. Starting from the Home page, select Reuters Top News from the News and Research menu. Then open More Categories... Select Investment Banking then click OK. Investment Banking now appears in the panel at left. Click the link to go to a page containing news stories related to Investment Banking. 13

14 Click the View Real-Time link at upper right to open a pop-up app containing the latest News stories updating in real-time. Now, with the News App open, open a Flex Document. Select the target frame with a single click. Then click the Pop-in button to embed the News App an open or new blank Flex Document. The News app will now appear in the Flex Document. You can also quickly locate a news app with headlines for a company using the search tool. For example, type apple news into the search field. Auto suggest returns a list of matching options. Select the Top Hit. The Company Overview page opens on the News tab. You can also click the View Real Time icon on this page to open the headlines for Apple in a pop-out window, then add the app to a Flex document. By default, news apps contain Research Headlines. Click the Research icon to toggle these headlines on and on and off. 14

15 VIEWING YOUR 100 PREVIOUSLY READ STORIES You can quickly access your 100 previously read stories through the right-click menu in any news app. In this activity you ll open a pop-out window containing a list of previously read news headlines. To track the latest stories you have read, open a news app. Right click inside the app. Select Recently Read Stories from the right-click menu. The news app will open, listing up to 100 recently-read stories. The stories are listed by date. Click any headline to view the story again. 15

16 LINKING TWO NEWS APPS Thomson Reuters Eikon allows you to link two news apps so that when you click a headline in one news app, the story will appear in the other.. Link two news apps in a Flex Document. In this activity, you ll link two news apps inside a Flex Document. To get started, create a blank two-frame Flex Document. Add news apps to both frames. Populate the frame on the left with stories related to Crude Oil. (To do this, type the code CRU in the app command line.) To link the apps, right-click in the app on the left. Select Link to>news>advanced Link. In the pop-up Link box, select When I click a news headline, display the story, and click OK. Clicking on a headline in one news app will now display the story in the other. 16

17 THE ADVANCED NEWS SEARCH The Advanced News Search gives you access to several years of Reuters historical news, which you can search by specific criteria and date ranges. Use the Advanced News Search to find stories by keyword and date range. In this activity we ll use the Advanced News search to find stories on Google that were published between January 1 and February 10, From the Home page, open the News and Research menu. Then select Advanced News Search. Type Google in the Search for field. Leave Headlines Only selected to run a headline search. Now we ll narrow our search to find news headlines published between January 1 and February 10, Click the calendar icon under Select Date/Range and choose the dates. Then click Search. 17

18 The search results now display all news stories related to Google that were published between our selected dates. You can use the Refine panel at right to further narrow your search. For example, to view headlines for a specific date, click the calendar icon next to Go to Date. Then choose any date to view the headlines that were published on that day. 18

19 ACCESS REUTERS INSIDER TV Reuters Insider is an interactive, Web-based TV platform that takes you beyond the headlines and into in-depth analysis.. Access the in-depth analysis offered through Reuters Insider TV. You can access Reuters Insider using the toolbar on your Thomson Reuters Eikon Home page. (Note that Reuters Insider is also available on your Blackberry, iphone or ipod.) Reuters Insider provides access to live and on-demand programs, created specifically for institutional businesses. Select Browse from the Reuters Insider Home Page to navigate to specific categories. Click any title to view the program in the Home Page. Or click the View on player page link. You can then scroll down to see a transcript of the program. 19

20 Click any hyperlinked word in the transcript to jump to that point in the program. Now open the Schedule tab to view information on upcoming programs. Here you can set Alerts so you never miss the start of your chosen programs. 20