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BLOOMBERG 101

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BLOOMBERG 101 Introduction What is Bloomberg? Current and Historical Price Data Economic Statistics Financial, Political, and Business News Bloomberg Basics ABCs of ... – PowerPoint PPT presentation

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Title: BLOOMBERG 101


1
BLOOMBERG 101
2
Introduction
  • What is Bloomberg?
  • Current and Historical Price Data
  • Economic Statistics
  • Financial, Political, and Business News
  • Bloomberg Basics
  • ABCs of how to use

3
Topics
  • How to get started
  • Unique keyboard navigation
  • Where do I get help?
  • What can I find?

4
How to Get Started
  • Bloomberg terminals are available in Lippincott
    Library and on the 2nd floor of Huntsman Hall.
  • This is an academic account
  • No customization
  • No automatic Excel download
  • No investment reports, etc.
  • Time delay on prices

5
Keyboard Navigation
  • Unique to Bloomberg.
  • Key function identified by color.

Yellow Market Sector GreenAction Redlog on/off
6
KEY FUNCTIONS
  • GREEN Action Keys
  • GO Activates all commands
  • MENU Return to previous menu
  • PAGE UP/PAGE DOWN Navigate between pages
  • HELP From whatever screen you are on
  • Type GRAB ltGOgt E-mail your graph or chart
  • Type LAST ltGOgt Your command history

7
KEY FUNCTIONS
  • YELLOW Market Sector Keys
  • CMDTY Commodities, futures, options, spot rates
  • CORP Corporate Debt
  • CRNCY Spots, futures, options on over 100
    currencies
  • EQUITY Stocks, options, ADRs, mutual funds,
    warrants
  • GOVT Worldwide sovereign and agency securities
  • INDEX World financial markets, economic indices.
  • M-MKT Continuously issued and short-term dated
    paper
  • MTGE Mortgage-backed security pass-throughs
  • MUNI U.S. municipality issued debt

8
Bloomberg Personal File Manager
  • Follow cut paste instructions for your Excel
    data and save it
  • Type pfm ltGOgt
  • Click Compose
  • Click Attachments
  • Go to C\User
  • Select your file and left click on Attach to MSG
  • Email your file

9
What Can I Find?
  • Todays Focus
  • Company (Equities and Bonds)
  • Financial Market Perspectives (Indices,
    Commodities, Currencies, Government securities,
    Economic statistics, etc.)
  • News

10
Ways To Get Help
  • Bloomberg Help 8 BU ltGOgt
  • Example Type beta in the search box
    ltGOgt
  • Bloomberg Search SEAR ltGOgt
  • Type a word at the blue cursor in the upper left
    ltHELPgt
  • Sector Help
  • SECTOR KEY ltGOgt then ltHELPgt
  • ltCMDTYgt ltGOgt then ltHELPgt
  • Go further within the sector menu and pressltHELPgt
  • E-mail the Bloomberg Help Desk
  • Press ltHELPgtltHELPgt and type your
    question
  • For a response MSG ltGOgt or HDSK ltGOgt

11
Equities
12
Equities Todays Markets
  • Main Equities Menu ltEQUITYgt ltGOgt
  • 2) Current Markets/Monitors
  • 1) Most Active Up/Down ltMOSTgt ltGOgt
  • 10) World Equity Indices ltWEIgt ltGOgt

13
Equities Finding Ticker Symbols
  • ltEQUITYgt ltGOgt
  • 1) Finding and Creating Securities
  • 1)Ticker Symbol Look Up
  • Type company name at cursor and press ltHELPgt
  • SEARltGOgt Companies, Govts, Orgs and enter
    company name
  • For related equities on other exchanges
  • TICKER ltEQUITYgt REQltGOgt
  • IBM ltEQUITYgt REQltGOgt

14
Single Equity
  • Ticker ltEQUITYgt ltGOgt
  • INTC ltEQUITYgt ltGOgt
  • 1)Todays Markets
  • 27) GIT Time Intervals
  • 2)Company Information/Desc.
  • 1) DES

15
Single Equity
  • INTC ltEQUITYgt
  • DES ltGOgt Description Key info in one place
  • HP ltGOgt Price/yield history
  • RV ltGOgt Relative value other cos.
  • FAltGOgt Financial analysis
  • GPO ltGOgt Graph and tables including open, high,
    low, closing price, and volume
  • MGMT ltGOgt Management profile
  • DVD ltGOgt Dividends and stock splits Hist.
  • CH1 ltGOgt Company financial history
  • CACS ltGOgt Corporate action calendar

16
Single Equity Insider Trading
  • Insider Filings History
  • INTC ltEQUITYgt CN WSAltGOgt
  • Insider Transactions
  • INTC ltEQUITYgt GPTRltGOgt
  • Insider Trading Brief Synopsis
  • INTC ltEQUITYgt DES4 ltGOgt
  • ---------------
  • All Stocks Insider Trading
  • Insiders Monitor INSD ltGOgt

17
Single Equity Options Monitor
  • INTC ltEQUITYgt OMON ltGOgt
  • Call option - Example
  • INTC OCT 05 20.00 NQJD
  • Left click on the option, and click DES.
  • The info appears on the second screen.
  • Historical options - Click on the specific option
    you want and type HP ltGOgt

18
Equity Comparative Analysis
  • Compare an Equity to an Index
  • Intel compared to 2 major indexes
  • INTC ltEQUITYgt COMP ltGOgt
  • Compare an Equity to an Equity
  • FDX ltEQUITYgt UPS ltEQUITYgtltGOgt

19
Equities
  • Bloomberg MA Analysis
  • MA ltGOgt
  • Mergers and Acquisitions Search
  • MA League Table Search
  • Mergers and Acquisitions Statistics
  • Mergers and Acquisitions News
  • Top Stories Corporate Finance

20
Equities
  • Earnings Analysis
  • BBEA ltGOgt
  • 9) United States
  • 1) All Earnings
  • 2) Positive Surprises
  • 3) Negative Surprises
  • --------------
  • Quarterly Company Industry Analysis
  • 21) Industry Rankings Net Income

21
Equities
  • Screen for companies that meet financial (for
    example, P/E ratio, market cap), geographic, and
    industry criteria.
  • SRCM ltGOgt - Equity Search
  • Enter your criteria and press 1ltGOgt to save
    criteria and run search
  • Search Example
  • P/E ratio between 5 and 10
  • Country United States
  • Exchange New York

22
Bonds
23
Bonds
  • Main Bond Menu ltCORPgt ltGOgt
  • 1) Finding and Creating Securities
  • 4) FAS Finding a Security
  • Specific Issuer
  • IBM ltCORPgtltGOgt
  • Specific Bond
  • Ticker Coupon MaturityltCORPgtltGOgt
  • IBM 7.00 10/30/25 ltCORPgt ltGOgt

24
Bonds
  • IBM ltCORPgt
  • DES ltGOgt Description of bond
  • CRPR ltGOgtCurrent historical debt ratings
  • HP ltGOgt Historical price and yield
  • YTC ltGOgt Yield to call analysis
  • YAS ltGOgt Yield spread analysis
  • TRA ltGOgt Total return analysis
  • -------------
  • RATD ltGOgt Rating scales and definitions for
    Moodys, SP, etc.

25
Custom Bond Search
  • To screen for bonds
  • ltCORPgt SRCH ltGOgt
  • Enter your criteria Coupon,
  • Maturity, Price, Country,
  • Currency, etc.

26
Market Perspectives
  • An Overview of Global Financial and Economic
    Markets

27
Market Perspectives Financial Sector
  • World Bond Markets
  • Historical prices and yields on global
    benchmark bonds
  • Example
  • WB ltGOgt
  • Choose UST 30yr
  • 10) Historical Prices
  • 1) HP and then change date
    in amber field

28
Market perspectives Financial Sector
  • Government Bonds Main Menu ltGOVTgtltGOgt
  • Generic Government Rates GGR ltGOgt
  • Federal Open Market Committee Announcements and
    Policy Changes FOMC ltGOgt
  • Includes U.S.Treasury yield curves

29
Market Perspectives Financial Sector
  • World Equity Market Indexes
  • Intra-day changes and historical prices
  • Example
  • WEI ltGOgt
  • Choose SP 500
  • Choose Historical Prices
  • Choose HP
  • Change date
  • ----------------
  • Find the companies in the SP 500 Index from
    1990-present
  • SPXltINDEXgtDESltGOgt
  • Choose 5) MEMB
  • Click on EDIT and change the date

30
Market Perspectives
  • ECO ltGOgt Economic Releases
  • Click on Change Date (Data back to 1996)
  • IMF ltGOgt Up to 50 Years of monthly financial and
    economic data on over 200 countries

31
Market Perspectives
  • Find the Unemployment Rate for the US
  • ESNP Use to display the economic statistics of a
    specific country.
  • ESNP ltGOgt
  • Choose country (example United States)
  • Choose Unemployment Rate
  • Find the CPI for the United States
  • ECST Use to display current and historical
    economic statistics
  • ECST ltGOgt
  • Choose country (example United States)
  • Then choose CPI

32
Market Perspectives
  • Currencies
  • ltCRNCYgt ltGOgt
  • 2) Current Markets/Monitors
  • 7) Currency Rates or ltCRNCYgt WCR
    ltGOgt
  • 6) World Exchange Rates by Region or ltCRNCYgt
    TKC ltGOgt
  • 1) Major Currencies
  • 9) World Currency Value or ltCRNCYgt WCV ltGOgt

33
Market Perspectives
  • Commodity and financial futures, options,
    forwards and spot rates
  • ltCMDTYgt ltGOgt
  • Example
  • Find Coffee Prices for the United States
  • 5) Agriculture/Soft Commodities
  • 1) Global Commodity Prices and Data or
    CMDX ltGOgt
  • 17) United States
  • 5) Coffee
  • 5) New York Cash Price

34
News
35
News
  • Main News Menu N ltGOgt
  • Top Stories (Top business,
    financial, and general news stories from
    around the world)
  • TOP ltGOgt
  • General News on specific companies
  • CPNY ltGOgt
  • Choose 1) All Company News

36
Bloomberg 101
  • Please feel free to contact a Lippincott
    Librarian if you have any questions
  • Email lippinco_at_wharton.upenn.edu
  • Phone 215-898-5924
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