Bloomberg Cheat Sheets

John Poehling

Forty-Four Bloomberg Cheat Sheets

December 13, 2008

October 2004

CHEAT SHEET

Asset-Backed Securities YT

CLP

PDI

lets you analyze price and yield relationships for a specific security under various prepayment assumptions.

provides statistics about the collateral of a selected MBS.

provides monthly historical paydown information for a selected CMO.

APX

MCAL

displays a menu of new issue calendars for asset-backed securities, collateralized mortgage obligations and commercial-mortgage-backed securities.

displays a menu of functions for analyzing to-be-announced MBS issues.

lets you create custom prepayment scenario vectors, which you can use to analyze MBSs.

CMOR

provides a menu of functions for analyzing CMOs, ABSs and CMBSs.

RA

calculates the total return from holding a selected MBS versus selling or refinancing the security and investing the proceeds.

DV

CCR

displays monthly performance reports on credit card–backed securities.

CAMP

displays outstanding balances and new issuance and pay-down

WALG

graphs the weighted average life and principal payments of a selected MBS or ABS under various prepayment speed assumptions.

ICMO

displays data on CMO issuance. MYS

displays data on ABS issuance.

amounts for the CMO and ABS markets in different time periods.

ICMB

SPA

displays data on CMBS issuance.

lets you see a bond’s cash flow priority level within a selected CMO or ABS issue.

IABS

POOL

lists functions that let you find information on pools of mortgage backed securities. secu rities.

lets you compare spreads between to-be-announced to-be-announc ed securities and U.S. Treasury benchmarks.

BMMI

provides MBS prepayment reports and performance statistics for ABS issues is sues..

CLC

displays the composition of a selected CMO’s collateral at issuance.

CMO

PPST

Compiled by DIRK VERMEHREN and MARY K. WOOD [email protected] [email protected]

lists CMO and ABS ticker symbols alphabetically by issuer name.

TBA

monitors prices for to-beannounced generic agency MBS issues.

E V A S

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D N A P I N S

provides statistics about prepayments on MBSs.

F o r a s s i s t a n c e i n u s i n g t h e B l o o m b e r g P r o f e s s i o n a l s e r v i c e , p r e s s < H e l p > t wi c e .

CHEAT SHEET

Bankruptcy Analysis BLAW

CMOV

RSKC

displays the main menu of legal, regulatory and compliance information.

ranks the best- and worst-performing worst-performing creditdefault swaps, which are nancial instruments based on bonds and loans that that are used to speculate on a company’s ability to repay debt.

displays a snapshot of risk data for a selected company and a pee r.

BKRG

lets you access a guide to performing legal research on bankruptcy using the Bloom berg Professional service.

BNKF

DDIS

displays bankruptcy-related corporate actions for a selected list of securities.

lets you display data on the maturity and amount of a selected company’s debt.

ECCG

lets you compare credit indicators for a selected security by graphing implied volatilities, volatilitie s, ve-year ve-ye ar CDS spreads and stock prices.

BLBK

displays a menu of functions and legal information related to corporate bankruptcy.

RATC

LPRF

CRPR

monitors credit rating changes and lets you lter them using various criteria.

lists current and historical legal counsel information for a selected company.

displays current and historical credit ratings for a selected company.

RATD

DIS

provides credit rating scales and denitions for various rating rms.

lists bonds that traded at least 10 percent above a benchmark in the past ve days, according to the Trade Reporting and Compliance Engine.

USBK

lets you access dockets, opinions and rules for U.S. bankruptcy courts by state. BALR

oers a menu of bankruptcyrelated law report summaries.

BBLS

lets you search for legal documents by citat c itation, ion, text text,, source and date and set alerts that can notify you of bankru ban kruptcy ptcy fili filings. ngs.

WCDS

monitors current values of and changes to CDS spreads around the world. NI BCY

lists headlines of news stories on bankruptcy. NI CREDITDN

lists headlines of news stories on credit rating downgrades. ANR

BLMR

ranks legal documents by readership. BKLB

displays a menu of bankruptcy-related blogs.

displays analysts’ recommendations, price targets and a consensus rating for a selected company.

AGGD

NI CDRV

displays a list of the top holders of a selected company’s debt.

lists headlines of news stories on credit derivatives. DISS

HDS

lets you search for the institutional and insider holders of a selected security.

displays a menu of distressed debt news, research and company searches.

Compiled by JO BUCKLEY

PULL OUT AND SAVE JUNE 2008 Press twice to send a question to the Bloomberg Analytics help desk.

February 2002

CHE CH EAT SH SHEE EET T Bond Portfolios Snip-and-save tips on fixed-income analytics and bond portfolio management

T T E N N E B

E V A S

E N I R A H T A C

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D N A P I N S

SRCH

is the Bond Search function. SRCH helps you find bonds based on your specified criteria. You You can also type LSRC for the Loan Search function.

NIM

lets you track new security issuance. NIM also lets you create custom monitors to follow fixed-income new issues by product type and geographic area.

FMC

accesses the Fair Market Curves function, which lets you analyze a wide variety of sector sector yield curves. curves. Type Type FMC and FMC to compare yields across sectors and rating classes.

IYC

is a menu of international yield curves and curve analytics.

EVNT

is a customizable calendar of economic, government and industry events and reports that may affect security and portfolio values.

WB

is the World Bond Markets function. WB lists price and yield information for global benchmark bond issues. Type 93 for live yield curves.

WBIS

is the Ranked Returns: Bond Indices function, which ranks the performance of bond indexes over a specified time period.

BBT

can be used to a ccess live, executable executable pricing and to enter an electronic trade for a particular bond. BBT lists the most-active government bond issues from a selected country. Type QBBT for additional information.

CNTR

lets you access executable U.S. and European government bond and interest rate swap prices from Cantor Fitzgerald.

RATC

shows rating revisions by rating type, rating agency, industry and issuer.

PSH

lets you paper trade to see how adding or subtracting securities would affect your portfolio’s characteristics and potential performance. You must first create or select a portfolio before running the function.

PVAR

is the Portfolio Value-at-Risk Report function. PVAR measures the maximum potential loss in a portfolio for a specified time period and the probability that the maximum loss will occur. You must first create or select a portfolio before running the function.

BFV

can be used to determine the fair value of a bond based on the price of similar issues. To run BFV and the rest of the functions listed below, you must first type a security ticker and press the appropriate yellow key.

YAS

shows the Yield & Spread Analysis screen. YAS summarizes a bond’s descriptive, price, yield, spread and hedging information on one screen. Type YASD to change the default values for the YAS screen.

RV

shows the historical performance of a bond relative to a benchmark security.

ISSD

is the Issuer Information function, which summarizes the financial health and operations of an issuer so you can evaluate its ability to repay its debt.

DDIS

displays the size and maturity distribution of a company’s outstanding public debt.

F o r a s s i s t a n c e i n u s i n g t h e B l o o m b e r g P r o fe fe s s i o n a l s e r v i c e , p r e s s < H e l p > t w i c e .

CHEAT SHEET

Credit Derivatives CHSA

CDST

displays historical analysis of credit-default-swap credit-default-swap switch strategies, which typically buy one tenor and sell another.

lets you value a tranche of a synthetic collateralizeddebt obligation.

VCDS

lets you value a selected bond from CDS spreads.

CINS

lets you search for CDS indexes that include a selected constituent. CDSL

SWDF

lets you set swap defaults.

lets you display lists of credit derivatives.

CXEV

monitors CDS spreads and stock trading for a selected list of securities.

CDSW

lets you create and value single-name sin gle-name and index CDSs and CDSs on loans. lets you access quotes for CDS indexes and tranches. CMA

lets you access credit derivative data from CMA DataVision. CMOV

lets you monitor CDS spreads and stock prices for selected global banks and brokers.

lets you graph historical CDS spreads for selected reference entities.

CDOT

CDSO

displays quotes and correlation data for CDS index tranches.

lets you value options on CDS indexes or single-name CDSs. CDSI

displays lists of CDS indexes.

CDSD

lets you set price source and custom curve defaults for valuing CDSs.

GCDS

lets you graph historical CDS spreads for a selected list of reference entities. IRSM

displays a menu of functions you can use to analyze interest-rate swaps and credit derivatives. HGCS

lets you analyze single-name CDS curve trades. MEMC

FCDS

displays a list of reference names that are included in a selected CDS index.

lets you value a selected CDS future that trades on Eurex.

REDL

FWCS

CDSH

displays a snapshot of risk for a selected company.

CDXI

ranks the best- and worst-performing CDSs for a selected sector, country or currency.

BANK

RSKC

lets you analyze implied forward CDS curves for a selected security. HG

lets you analyze various hedge strategies.

displays reference entity data from derivatives data provider Markit Group Ltd. ECCG

lets you graph option volatility, CDS spreads and stock prices for a selected company. SWPM

NI CDRV

lets you search and display news stories, research reports and multimedia presentations on credit derivatives.

lets you create, value and update interest-rate swaps and other derivatives. Compiled by KHADI GODING

WCDS

monitors CDS spreads.

PULL OUT AND SAVE SEPTEMBER 2008 Press twice to send a question to the Bloomberg Analytics help desk.

CHEAT SHEET

Charting Shortcuts You can use the following shortcuts, or tails, with charting and technical analysis functions such as BOLL, GPO, MACD, RSI and GP, as shown here.

GP VOL

GP NOV

displays a price line chart with volume.

displays a price line chart without volume.

GP D

GP M

GP E

displays a daily price line chart.

displays a monthly price line chart.

displays a price line chart with event icons.

GP W

GP MC

displays a weekly price line chart.

displays a monthly price line chart that includes data for the current month.

GP WC

displays a weekly price line chart that includes data for the current week.

displays a yearly price line chart.

HS

SGE

GRE

YRH

displays two price series, the spread between them, a summary table and a histogram.

displays the price-earnings ratios for two instruments and the spread between them.

displays price-earnings ratios for two stocks and the ratio of one P/E to the other.

HSN

GR

VBAR

displays two price series normalized to 100, the spread between them, a summary table and a histogram.

displays two price series and the ratio of one to the other.

displays a bar chart with volume-at-price distribution along each price bar.

performs regression analysis for any instrument against another for two separate periods in yield terms and determines a hedge amount for the independent security.

HSE

displays the price-earnings ratio for two securities, the spread between them, a summary table and a histogram.

GP Y

GRT

displays two price series, the ratio of one to the other, other, a summary table and a histogram. GRY

displays two yield series and the ratio of one to the other.

SGP

displays two price series and the spread between them. SGY

displays two yield series and the spread between them.

GRYT

displays two yield series, the ratio of one to the other, a summary table and a histogram.

BETA

performs regression analysis for an equity and an index, measuring the sensitivity of one to a change in the other during a selected period.

IVAT

displays an intraday chart with volume histogram, average volume at time and accumulated volume for the day versus its average for the same period. IGPO VWAP

PRH

performs regression analysis for any instrument against another for two separate periods and determines a hedge amount for the independent security.

displays an intraday chart with volume-weighted average price overlaid on the price chart.

Compiled by TOM SCHNEIDER

PULL OUT AND SAVE SAVE MAY 2008 Press twice to twice to send a question to the Bloomberg Analytics help desk.

January 2007

Cheat Sheet

Commodities NRG

METL

ETOP

displays a menu of energy pricing functions as well as energy-related news, statistics and commentary.

monitors spot and futures contract prices for metals.

displays headlines of top energy-related news stories.

CHME

LME

provides a menu of data for analyzing steel markets in China.

displays the prices of base metals, including copper, nickel and zinc, that are traded on the London Metal Exchange.

AGRS

displays the main menu of functions and data for analyzing agricultural commodities.

ENST

displays a menu of international energy statistics.

MINE

displays a menu of metals price monitors and mining-related data and news.

ESSC

CMDS

calculates the spark spread, which is the difference between the cost of fuel and the price of electricity

NRGA

lists energy-related assets for a selected company.

NSRC

monitors commodity futures prices for a selected region.

lets you create custom searches for energy assets such as power plants or refineries.

CRUD

PTCH

provides access to price monitors for crude oil.

displays a menu of price monitors for petrochemicals.

BSHI

displays a menu of functions related to shipping, including freight rates and fixtures, which are daily agreements to charter ships.

taking efficiency and the cost of emissions credits into account, for European power producers.

SPRK

CTM

lists regional spark-spread monitors and lets you access calculator functions.

provides a menu of futures contracts by type. VOLT

CRR

ranks the returns of commodity futures contracts during a selected time period.

CCRV

enables you to see commodity for ward curves, curves , which reflect expectaexpe ctations about future prices.

displays analyst price forecasts for commodities.

D N A

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P I N S

NATG

displays a menu of natural gas– related functions.

CPF

E V A S

displays a menu of functions for analyzing electricity markets.

WEAD

displays a menu of weather data.

Compiled by JON ASMUNDSSON

To ask questions about using the Bloomberg Professional service, press twice.

June 2007

Cheat Sheet

Company Earnings EE

ERN

WPE

provides a menu of earnings estimates and analytics—as well as earnings projections from third-party contributors—for a selected company.

displays a summary of earnings-per-share data for a selected company company..

displays stock price ratios and dividend yields of global benchmark equity indexes.

SURP

SPXE

EEO

lets you track earnings or revenue surprises for a selected company company..

displays consensus estimates for 18 financial measures and six valuation ratios for a selected company.

enables you to track quarterly earnings for sectors in the Standard & Poor’s 500 Index.

EEB

EEA

displays details of the consensus estimate for a selected financial measure, including a chart plotting

displays earnings and revenue consensus estimates—or estimates from a specific broker—for a selected company.

lets you monitor revisions to earnings estimates for a selected company or group of companies.

PEBD

graphs a selected company’s stock price against bands representing historical high and low priceearnings ratios.

GE

lets you graph stock price and valuati on ratios ratio s for a selected se lected company during a specified period.

EERM

the consensus over time, along with a list of the th e broker estimates es timates that make up the consensus.

GRE

graphs the ratio of the historical P/Es for two selected companies.

ACDR

displays actual and estimated earnings and announcement dates for companies in a selected region or country.

EM

displays a matrix that enables you to compare compa re actual financial financi al data with estimates for a selected company.

NI EST

lists headlines for news stories related to earnings estimates.

EEG

graphs a selected company’s stock price against estimates for a selected financial measure.

GUID

BQ

displays earnings guidance for a selected company whose stock is included in the Russell 3000 Index.

displays an overview of stock price and trade data, fundamental information and news for a selected company.

RV

enables you to compare the performance of a selected company with other compa companies nies i n its industry or sector. E V A S D N A

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P I N S

BBEA

displays a menu of regional and topic categories for accessing earnings-related earnings-relate d news.

Compiled by JOHN RUSSELL

Press twice to send a question to the Bloomberg Analytics help desk.

July 2006

Cheat Sheet

Credit Analysis ASW

CDSW

enables you to structure and value asset swaps so you can hedge and swap cash flows for a selected fixed-income security.

lets you create, structure, value and analyze a CDS on the issuer of a selected bond or equity.

CRPR BBT

monitors prices for debt issued by sovereign governments and for interest rate swaps.

displays current and historical credit ratings for a selected bond b ond issuer.

lets you monitor key interest rates, government debt yields and economic data releases for a selected country.

CDSD

enables you to set price source and custom curve defaults for valuing credit default swaps. You can also search for CDS curves by ticker and industry.

displays short- and long-term credit ratings for sovereign debt issued by a country you select.

EDSF

lets you monitor effective effective yields for synthetic forward rate agreements made up of strips of Eurodollar futures contracts, which

enables you to create, value and update interest rate swaps and derivatives. You can also perform risk and horizon analyses for each leg of a swap and for the entire deal.

USSW

monitors U.S. government and agency debt yields as well as swap rates, equity index prices, London interbank offered rates and bond futures prices.

CDSO

reflect expectations about interest rates on U.S. dollar–denominated deposits in non-U.S. banks.

CDSM

lets you create and value a notional basket default defa ult swap, create new ne w baskets and display d isplay corresponding correspond ing maturity terms.

lets you set interest rate swap pricing defaults and create custom curves.

SWPM

CDSI

let you display lists of CDS indexes and value options on them.

graphs the historical spread of a selected bond’s yield against an interpolated point on the interest rate swap curve, allowing you to t o identify ide ntify trends tr ends and a nd be tter price and structure credit default swaps.

SWDF CSDR

BTMM

RVS

NI CDO

lists headlines for news stories related to collateralized debt obligations.

WCDS

displays current values of and changes to Bloomberg Generic credit default swap spreads, which are the averages averag es of contributed prices.

CDSN

NI CDRV

WS

enables you to create and value an nth-to-default basket swap.

lists headlines for news stories on credit derivatives.

monitors current and historical interest rate swap rates and spreads. Compiled by JOHN RUSSELL joru ssell @blo omberg .net

E V A S

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D N A P I N S


Novmb 2007

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Credit Analysis BYFC

ASW

HNGB

displays forecasts for government bond yields. yields .

lets you structure and value asset swaps so you can hedge and swap cash flows for a selected bond.

shows details on a list of outstanding bridge loans.

YCRV

CMOV

displays bond, money market and swap fair-market yield curves you can use to make m ake relative value comparisons. compariso ns.

AGGD

lets you search for holdings information for a selected issuer of corporate or government debt.

lets you monitor credit default swap spreads.

displays the best- and worstperforming CDSs for a selected sector, currency and period.

HG

CDSW

lets you hedge the credit risk and the interest rate risk of a corporate

lets you create, structure, value and analyze a CDS on the issuer of a selected bond.

WCDS

HSA CBS

lets you analyze a selected bond’s relative value compared with other bonds with a comparable compa rable maturity and rating and similar currency and industry classifications.

bond with a CDS and an inte rest rate swap or other instrument.

WB

ILBE

monitors current and historical world bond prices and a nd yields.

ranks inflation expectations for government bonds as measured by subtracting the yield on inflationprotected bonds from the yield on similar nominal bonds.

WBF

monitors active world bond futures prices and yields.

lets you analyze curve and butterfly spread strategies on benchmark government debt and swap rates. You can also choose securities for a custom strategy. A butterfly trade might involve selling swap spreads at short and long maturity “wings” and buying at a maturity in between in the expectation that spreads at that part of the curve will widen.

VCDS

lets you calculate the value of a bond based on the CDS spreads. spreads . CRVD

monitors current and historical interest rate swap spreads.

lets you compare the value of an issuer’s bonds with the value of CDSs on the issuer as reference entity.

COV

MOSB

shows information on the protections a selected bond or loan provides to investors.

shows a list of the most actively traded bonds by volume for a selected exchange.

WS

e v a s d n a p i n s

SLIQ

lets you compare the costs for various borrowers of accessing the short-term U.S. dollar cash markets.

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July 2005

CHEAT SHEET

Credit Risk Management CDSW lets you create and value credit default swaps.

CDSN enables you to create and value nth-to-default nth-to- default baske t default swaps.

/ALLNEW /ALLNEW lists all of the credit derivatives that were created by using CDSW and CDSN that you have privileges to view.

CDSI displays a menu of CDS indexes.

FA provides an overview of a selected company’s income statement, balance bala nce sheet, sh eet, cash c ash flow fl ow and debt-to-equity data as well as variouss valuation variou valu ation measu measures res and an d financial ratios.

WCDS monitors Bloomberg Generic

CDSM lets you value loss and notional basket default defa ult swaps using a Morgan Stanley pricing model.

CDS spreads for the current trading day. CDSD lets you set the defaults for the spread curves to be used when valuing your CDSs. C DSs.

IRSM displays a menu of functions related to interest rate and credit derivatives.

MRKT lets you access contributor pricing sources for CDSs and other derivatives.

NI CDRV lists headlines of news stories on the credit derivatives market. E V A S D N A

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P I N S

CRVD lets you gauge the relative value of an issuer’s Trace-eligible bonds versus a reference refere nce CDS curve. Trace Tr ace is the NASD’s Trade Reporting and Compliance Engine.

WB shows current price and yield data for government bond markets.

YAS calculates a selected fixed-income security’s price based on yield spreads and determines risk and hedge ratios to offset interest rate risk.

AZS forecasts a company’s probability of entering bankruptcy within the next two years based on a mathematical formula.

CRPR displays current credit ratings from major rating firms for a selected company or security.

RATC monitors current and historical credit rating changes for a variety of issuers. issuers .

DDIS displays a maturity distribution chart of a selected issuer’s outstanding bonds and loans.

YCRV lets you graph bond, money market, swap and fair-market yield curves for historic historical al and relative value comparisons. comparis ons.

ALLQ displays current prices for a selected fixed-income security from various sources. sources .

G lets you create custom graphs that you can use to chart c hart historical CDS spreads. Compiled by MARY K. WOOD [email protected]


September 2004

CHEAT SHEET

Convertible Bonds CBMU

CVMN

ALLQ

displays a menu of functions you can use to analyze a selected con vertible security. sec urity.

lets you search for convertible securities based on your specified criteria.

lets you monitor current pricing for a selected convertible and certain pricing providers.

OVCV

CDSW

YA

determines the fair and relative values of a selected sel ected convertible convertibl e bond. OVCV also a lso measures a bond’s sensitivity to price chan ges in the underlying common stock.

lets you create and value a credit default swap on a selected con vertible issuer. issue r.

computes the yield of a selected convertible.

NI EQL CNVG

graphs a selected convertible’s price or yield and its underlying stock’s

CVS

compares historical prices of a selected convertible with those of its underlying equity so that you can determine whether the security is trading at, above or below its con version value.

displays headlines of news stories related to equity-lin equity-linked ked securities.

TNI EQL CNI

displays headlines of news stories related to new convertible issues.

PELS

price, points premium, percentage of premium or parity price.

DES

provides an overview of a selected convertible and its issuer.

lets you create a group of equitylinked securities from the securities in a selected portfolio.

SRCH PPCR

lets you create custom converti convertible ble securities for pricing and evaluation before they’re officially structured and issued.

lets you create and save as many as 20 custom searches for fixedincome securities based on parameters you select, including coupon, maturity, country of issue and currency.

HVG

graphs the historical volatility and prices or yields of a selected convertible.

CDSD

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D N A P I N S

NIM 5

ASW

enables you to monitor new equity-linked-bond offerings.

lets you structure and value asset swaps for a selected convertible.

CSDF

CRPR

lets you customize the calculation settings used by default to analyze a selected converti convertible. ble.

displays current and historical credit ratings from major rating agencies for a specific issuer or security.

lets you find credit default swap spreads for specific convertible issuers and set up custom curve defaults for valuing CDSs.

Compiled by DIRK VERMEHREN and MARY K. WOOD [email protected] [email protected]


CHEAT SHEET

Economics Watch ECO

lets you monitor and set alerts for economic releases. FED

displays data, news and information related to U.S. Federal Reserve monetary policy. ECB

displays data, news and information related to European Central Bank monetary policy.

ECOW

WPU

displays a comprehensive list of economic data from the trailing 13 months for a selected country or region.

FCW

BPGC

TAYL

lets you access Financial Conditions Watch.

displays results of Bloomberg Professional global economic condence surveys.

lets you calculate fed-fundsrate estimates according to the Taylor Rule model.

CPFC

FXFC

lets you analyze world interest rates implied by trading in futures and options.

displays price forecasts for major commodities.

displays foreign exchange forecasts.

IRR

BOE

displays data, news and information related to Bank of England monetary policy.

BYFC

ILBA

displays global interest-rate forecasts.

lets you graph and compare measures of ination and asset prices.

displays global population and unemployment data.

WIRP

lets you run historical return reports for indexes, securities or currencies for custom time periods. HOIN

LEAD

lets you analyze trends in leading economic indicators for a selected group of countries.

EVNT

lets you customize and manage multiple economic calendars.

displays a menu of housing and construction data from around the world. STAT

lets you access economic statistics from around the world.

displays a menu that lets you access economic, nancial, energy and commodities data.

BBSE

ECFC

displays forecasts and historical values for key economic indicators.

ECST

BOJ

FWCM

displays a menu of codes for accessing economic news.

displays data, news and information related to Bank of Japan monetary policy.

displays forward rates for interest-rate-swap curves.

IM

EVTS

displays a menu of money market and bond monitors.

BLS

lets you monitor the locales with the biggest changes in employment and unemployment according to data from the U.S. Bureau of Labor Statistics.

160 BLOOMBERG MARKETS JA NU ARY 20 09

lets you customize calendar of corporate events for a region, country, industry or list of securities.

WEI

ECMX

lets you create a custom matrix of economic data for multiple countries.

monitors world stock indexes. Compiled by JO BUCKLEY

YCRV

graphs global bond, money market and swap curves.

PULL OUT AND SAVE JANUARY 2009 Press twice to send a question to the Bloomberg Analytics help desk.

FOCUS

Economic Analysis

March 2006

CHEAT SHEET

ECONOMIC ECONO MIC ANAL AN ALYSIS YSIS ECST

ESNP

STAT

provides economic data for a selected country.

provides a snapshot of economic statistics—including statistics—in cluding gross domestic product, consumer and producer price, unemployment and trade balance figures—for figures—f or a selected country or region.

displays a menu of economic, financial market, energy and commodities data as well as various tables and a nd rankings.

AGRI

monitors releases of U.S. agricultural and livestock data.

OECD CBQ

BBSE

is the main menu for economicsrelated information from Bloom berg News. BBSE includes inclu des links to the top economic news stories as well as news on the economies e conomies of more than 40 countries.

displays economic and stock and bond market information info rmation for a selected country.

displays a menu of economic indicators for countries belonging to the Organization for Economic Cooperation and Development.

OUTL ECMX

lets you compare economic

displays a menu of Bloomberg News economic survey data, categorized by region, economic indicator and financial instrument.

EVNT

lets you create a custom calendar of upcoming economic events for a specific country or region.

WCRS

indicators for various countries. BTMM

tracks interest, foreign exchange and money market rates and monitors economic data releases for a selected country or region.

FOMC

provides information on the U.S. Federal Reserve’s Federal Open Market Committee.

EUST

provides economic information on the euro zone.

ECO

IBQ

lets you follow news, benchmark statistics and individual and group performance analysis for companies in a selected industry.

displays a calendar of economic releases for a country you select.

is the main menu for information on U.S. economic statistics. E V A S

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D N A P I N S

WE

provides key data—including annual GDP, year-over-year percentage of change in GDP, year-over-year year-overyear percentage of of change in the consumer price index and the jobless rate—for major global economies.

YCRV IECO

ECOR

ranks the 10 best-perf best-performing orming and 10 worst-performing c urrencies versus a selected sele cted currency for a selected period.

provides economic data and the percentages of change in the data from prior periods for groups of countries and regions.

graphs government, money market, swap, municipal fair market and corporate fair market yield curves for various countries. Compiled by JOHN RUSSELL joru ssell @blo omberg .net


February 2007

Cheat Sheet

Emerging Markets EMKT

EMEC

TOP EM

displays a menu of topics for finding news, data and functions related to emerging markets.

displays gross domestic product, inflation, budget surplus/deficit and employment statistics for emerging-market countries.

displays the headlines of the top news stories on emerging markets.

WCR IRR

ranks the returns of currencies relative to a selected base currency.

lets you generate historical return reports for a specific index category, date range and currency.

WBIS

IM

ranks the returns of a selected group of bond indexes during a specified time period.

EMEQ

monitors daily and historical performances of emerging-market equity indexes.

CSDR

displays ratings for long-term and short-term sovereign debt denominated in foreign or local currencies.

displays a menu of major money market, foreign exchange, swap WEIS

ranks the returns of equity indexes for a selected region during a specified time period.

CBQ

provides a summary of benchmark statistics, a graph of recent moves in the benchmark equity index and a list of the three most-active stocks for a selected country.

IMF

and government bond rate monitors for individual countries.

lets you search for International Monetary Fund statistics on a selected country.

ECST

provides access to economic statistics for a selected country.

YCRV

lets you analyze various current and historical yield curves for selected countries.

WB

lists prices and yields for benchmark government bonds.

EMMR

ISLM

displays a menu of functions for analyzing Islamic capital markets.

E V A S D N A

�

P I N S

displays the percentage of the population that are mobile phone subscribers for individual countries.

WEI

displays intraday changes and historical returns for equity indexes. provides money market rates for emerging-market nations.

WMP

BRSW

lets you create and value Brazilian interest rate swaps.

BRDY

lists active Brady bonds, which are debt securities issued under a restructuring plan orchestrated by former U.S. Treasury Secretary Nicholas Brady.

EMWB

displays a menu of emerging market–related functions and Web sites. Compiled by JOHN RUSSELL


September 2005

CHEAT SHEET

Emerging-Market Analysis EMKT

NI EM

EMEC

displays a menu of topics you can c an click clic k on to acces accesss data and functions related to emerging markets.

displays headlines of news stories about emerging markets.

displays economic statistics, including gross domestic product, inflation and unemployment data, for emerging-market countries.

NI EMD EMTO

displays headlines of news stories about emerging-market debt.

WEIS

CBQ

ranks equity indexes based on performance over a selected return period.

displays the top emerging-mar emerging-market ket news stories. provides economic data and CRSK

provides risk ratings for a selected country based on political, economic and liquidity factors. An economic forecast for the country also appears.

IRR

lets you rank returns for various global security and currency indexes over periods you set.

CSDR BRDY

provides a table of information on Brady bonds from various emerging-market countries.

a summary of market statistics for a selected country.

displays short- and long-term sovereign debt ratings for debt denominated in both foreign and local currencies.

ISLM IRSM

displays a menu of functions for creating and valuing interest rate and credit derivatives.

displays a menu of functions for analyzing Islamic capital markets.

WBIS

ranks bond indexes based on performance over a selected return period.

WCRS

lets you create and value Brazilian interest rate swaps.

ranks the best- and worstperforming currencies against a selected currency over a selected return period.

EMEQ

TKC

lets you monitor equity indexes for emerging-market countries.

provides a table of currency exchange rates by region.

BRSW

CRP

displays equity risk premiums for various countries. various countries. The risk risk premium premium is a country’s expected equity market return minus its risk-free rate.

WBF

monitors prices and yields for active bond futures contracts.

E V A S D N A

�

P I N S

EMMR

WFX

provides money market rates for emerging-market countries.

monitors spot U.S. dollar prices versus other currencies. cu rrencies.

Compiled by MARY K. WOOD [email protected]


FOCUS Energy

January 2006

CHEAT SHEET

ENERGY MARKETS NRG

CRUD

DOE

displays the main menu of energy-related functions.

provides links to crude oil price monitors, including those for futures, swaps and crack spreads.

provides weekly and monthly statistics from the U.S. Department of Energy’s Energy Information Administration.

CCRV

lets you graph implied forward curves for commodity prices.

NATG

displays a menu of functions for analyzing natural gas markets.

VOLT

NGHB

ARB

monitors natural gas price indexes for major trading hubs in the U.S.

displays oil market arbitrage opportunities based on prices and costs at various refining and consumption sites.

displays a menu of functions for analyzing electricity markets.

ETOP

lists headlines for the top energy-related news stories.

ENRG

displays the Bloomberg News menu for energy markets.

BSHI

provides a menu of functions for tracking shipping rates, news and indexes as well as forward freight agreements, charter volumes and storage rates.

NRGA

lists a selected company’s energy-related energy-relate d assets.

and Canada. These hubs are locations where several natural gas pipelines converge.

SPSC

CRCK

LFP

calculates the relative profitability of a power plant based on the prices of fuel and power.

monitors New York Mercantile Exchange month-to-month crack spreads, which measure the relationship between crude oil and oil product futures prices in terms of U.S. dollars per barrel.

monitors International Petroleum Exchange– and Nymex-traded energy futures contract prices.

UOUT

OIL

displays a menu of functions for analyzing oil markets.

displays headlines of news stories about utility outages. ENST

displays a menu of international energy statistics.

CRR

SWPP

ranks the best- and worstperforming commodity futures contracts.

NTBK

displays a table of crude oil netback values and margins based on the refining values of major crude oils in different refining regions worldwide. E V A S D N A

�

P I N S

provides links to crude oil, natural gas and refined-product swap price monitors.

Compiled by MARY K. WOOD and JOSH EASTRIGHT [email protected] jeast right @blo omberg .net


December 2003

< STRATEGIES >

C H EA E A T S H E ET ET

Fixed-Income Derivatives SWPM

FWCV

lets you create, value and save custom interest rate swaps. You can perform risk and horizon analysis on each leg of the swap and for the entire deal.

enables you to project forward rates for government, fair market and interest rate swap curves. FWCV also lets you create your own benchmarks for comparison.

FYH

enables you to calculate the num ber of futures contracts required to hedge a selected bond.

U SS SS W < Go Go >

WS

MCA

lets you monitor worldwide interest rate swap rates for multiple maturities in various currencies. Click on the Historical Page tab for historical swap rate data.

lets you compare up to four different yield curves, including government, corporate, fair market and swap curves.

lets you monitor U.S. swap spreads, short-term lending rates and prices of bond futures.

TNI DRV BON

displays headlines of news stories related to fixed-income derivatives. CTM

enables you to search for futures

SSRC

enables you to monitor on one screen the deposit rates, swap rates, forward rate agreements, swaption volatilities and cap and floor volatilities for one of six countries or the euro zone.

CDSW

enables you to create and value credit default swaps based on your own assumptions.

contracts without knowing where the contract is traded. IRSM

CDSD

lets you set up credit default swap spread curves.

displays a menu of functions for analyzing interest rate derivatives.

WBF BCCF

BTMM

lets you view worldwide price and yield changes for active bond futures.

WIR

OTM

lets you monitor worldwide price or yield changes for active interest rate futures.

lists futures contracts for which options are available.

lets you create, save and value interest rate caps, floors and collars.

lets you monitor key interest and swap rates for various countries.

IYC

provides a menu of functions for analyzing yield curves.

OVSW CECO OV

enables you to value options on a selected futures contract based on your own assumptions.

E V A S D N A P I N S

#

enables you to create a customized calendar of upcoming economic events that might influence interest rate movements.

lets you create, save and value swaptions using different termstructure models. Compiled by BING XIAO [email protected]

For assistance in using the Bloomberg Professional service, press twice.

August 2006

Cheat Sheet

Fixed-Income Electronic Electroni c Trading ALLQ

BWX

MAX

displays price quotes for a selected fixed-income security.

enables you to create, edit and submit a list of bonds to multiple traders.

lets you search dealer-contributed offerings of specified pools of mortgage-backed securities.

DOCP

PICK

lets you purchase commercial paper offerings directly from issuers.

lets you post and monitor primary and secondary municipal bond offerings.

AUCS

lists central banks and other issuers that participate in electronic bond auctions auctio ns on the Bloomberg Bloombe rg Professional service.

ECPX AXES

lets you search pages of axes— bonds traders want to b uy or sell— from multiple sources. You can search by industry of the issuer, maturities or credit ratings.

lets you search through traderplaced money market offerings for euro commercial paper.

ET

displays menus of security types and

RMGR

displays lists of incoming runs— messages used by dealers to advertise their inventory directly to clients—sent via the RUNS function. You can filter messages by keyword or sort them by data item.

AXMN

displays a menu of traders who contribute to AXES.

RPOQ

lets you send repurchase agreement trade inquiries to dealers. BBT

monitors bid and offer prices for government bills, notes and bonds and interest rate swaps. If enabled, you can trade by clicking c licking on prices.

firms that trade electronically on the Bloomberg service.

FAXM BOOM

lets you search for commercial paper and discount note offerings you can buy electronically e lectronically via the Bloomberg service.

displays a list of your fixed-income trades for automatic execution so you can follow a transact transaction ion through the entire trade process.

displays lists of incoming bid and offer security prices and lets you respond to them.

✃

lets you search for government, corporate and private placement debt by coupon, maturity, country and currency. You can create and save as many as 30 custom searches.

TW BLAL

BWRX

SRCH

lets you allocate trades executed in FAXM. You can also send allocation notifications via the Bloomberg Message system.

displays pricing and offering work sheets for the securities in your firm’ss or department’s firm’ de partment’s inventory. Compiled by JOHN RUSSELL jorus sell@ bloom berg. net


FOCUS

F i x e d - I n c o me me A n a l y s i s

May 2006

Cheat Sheet

Fixed Fixed Income ASW

DDIS

SWPM

calculates the yield spread to the forward yield of the London interbank offered rate as a measure of the relative value of a selected bond.

displays the distribution by maturity of outstanding debt and loans for a selected company.

enables you to create, value and update interest rate swaps and other types of derivatives.

HS

TRAC

graphs the spread between the yields of two selected sel ected securities secu rities over a specified time range.

allows you to research corporate bond trade data from NASD’s Trace.

NABI

YA

provides data for NASD-Bloomberg indexes of the most frequently traded U.S. corporate bonds and Trace aggregate statistics from the Trade Reporting and Compliance

lets you analyze the relationship between price and yield along with yield spread to a benchmark for a selected corporate, government or municipal bond.

BBT

monitors bid and offered prices for bills, notes, bonds and interest rate swaps.

BQ

lets you access a composite overview of current price, yield and spread data; track historical spreads; analyze repurchase financing; and track credit ratings for a selected corporate bond.

YT

calculates the yield to maturity and yield spread to a benchmark at various prepayment rates for a selected mortgage-backed security.

BW OW

let you create and distribute bids- and offers-wanted offers- wanted lists. The functions can be used to combine lists for basket trading, or buying and selling a group of bonds at the same time.

CDSI CDSO

allow you to display lists of credit default swap indexes and value options on them.

Engine, NASD’s system for reporting prices of over-the-counter secondary corporate bond trades.

monitors active bond futures prices or yields. OAS1

calculates an option-adjusted spread for a selected security with an early redemption feature so you can make a relative value judgment based only on credit risk.

shows credit ratings of debt issued by sovereign governments. go vernments.

WBIS

ranks bond index returns over a time period you select.

YCRV SRCH

CSDR

WBF

allows you to create as many as 30 custom searches for government, corporate and private-placement fixed-income securities.

displays government bond, money market, swap, municipal debt fair market or corporate bond fair market yield curves you can use for relative value comparisons. Compiled by JOHN RUSSELL joru ssell @blo omberg .net

E V A S

✃

D N A P I N S


FOCUS

Fundamental Analysis

February 2006

CHEAT SHEET

Fundamental Analysis ANR

CNAV

provides analysts’ recommendations and price targets as well as a consensus rating for a selected company’s stock and a ranking of analysts based on their accuracy.

displays headlines of multimedia presentationss for a company that presentation you select. selec t.

displays headlines of news stories related to earnings analysis for a country or region you select.

displays headlines of the top Bloomberg News stories on various topics and for various locations.

provides earnings-per-share data for a company you select.

PHDC

FA

lets you perform various types of financial analysis on a selected

BBSA

displays earnings projections for a selected company.

ERN TOP

BBEA

EE

displays headlines of news stories related to equity analyst ratings, categorized by action, region and type.

enables you to search for institutional and insider holders whose trading activity may influence the stock price of a selected company.

GPTR

graphs the stock price and dates of stock purchases and sales by insiders of a selected company.

BPO

provides summaries of the most-important news stories, categorized by region, country and topic.

company, including ratio analysis and balance sheet analysis.

DVD BR

displays a menu of contributed research divided by category.

provides information about a selected company’ company’ss dividends and stock splits.

CN

G

displays headlines of news stories, research reports and multimedia presentations for a selected company.

enables you to create and maintain customized graphs of a selected company’s financial data.

lets you compare estimated and actual financial data for a selected company.

E V A S

✃

D N A P I N S

lets you compare the performance of a selected company with other companies in its industry by using various measures. m easures.

WPE

monitors the price-earnings ratio and dividend yield of major stock indexes and lets you graph historical index P/Es.

WEI

ECO EM

RV

displays a customizable calendar you can use to access a ccess historical, histor ical, current and expected economic data releases for a selected country.

enables you to monitor intraday changes in and display historical returns for major stock indexes. Compiled by JOHN RUSSELL joru ssell @blo omberg .net


Dcmb 2007

StrAtegieS

Cha Sh

Futures WEIF

CT

DLV

lets you monitor trading in active equity index futures contracts from around the world.

monitors a series of futures contracts with different expirations.

lets you analyze a list of bonds that can be delivered to satisfy a selected futures contract.

CTM

lets you monitor trading in active bond futures contracts. co ntracts.

displays a menu of futures contracts by type of underlying commodity, security or index.

WIR

CEM

lets you monitor trading in active interest rate futures contracts.

displays a menu of futures contracts by exchange.

WF

FFRC

lets you monitor popular futures contracts from around the world.

calculates futures-im futures-implied plied currency forward rates using

WBF

FMQ

lets you monitor and trade a selected futures contract, if you’re enabled to do so.

CTG

graphs prices and volume, open interest or change in price for a selected series of futures contracts.

FEPS

lets you set futures and options session defaults for exchanges that have multiple trading sessions.

CCRV

lets you display and compare for ward curves for fo r futures contracts. FRSK SFUT

lists the tickers and exchange codes for the underlying securities of all single-stock futures contracts.

Eurofutures prices and compares them with actual exchange rates.

calculates the Bloomberg risk— a measurement of price sensitivity to shifts in interest rates—for a selected interest rate futures contract.

METL

lets you monitor the most-active metals futures contract prices.

NRGF

FCDS

calculates the short position in interest rate futures contracts needed to hedge a long position in interest rate futures.

lets you analyze a selected credit default swap index futures contract that trades on Eurex.

TKA

FSM

displays tickers and current market information for 20 active futures contracts.

displays a matrix of spreads between contracts that expire in different months for a selected future.

Cmpd b Daryl Donelin

displays a menu of energy futures monitors.

FHG

graphs historical data for a selected futures contract.

GFUT

lets you set the defaults used when rolling over generic futures. e v a s d n a p i n s

FH

Pss wc o snd a quson o h Bloomb Analycs hlp dsk.

April 2007

Cheat Sheet

Ra n i n g s LEAG

lets you access league table rankings of underwriters of bonds, stocks and a nd equity-linked instruments as well as arrangers of syndicated loans.

WHF

NI LEAG

lets you access ranking rankingss of hedge funds by assets and performance, grouped by strategy.

lists headlines for news stories related to league tables and rankings.

NI LEAG CRL WMF

WFA

ranks financial advisers on yearto-date announced mergers and acquisitions.

lets you access ranking rankingss of mutual funds in the Americas, Asia and Europe, grouped by strategy.

FPC

MOSO

NDW

lets you create and save criteria for custom league table rankings of underwriters of stocks, bonds and equity-linked instruments as well as arrangers of syndicated loans.

lists headlines for all league tables published by Bloomberg.

displays the day’s most-active options by volume and the contracts that have gained and lost the most.

lets you create fund performance rankings according to criteria such as country and fund type.

WEIS

ranks the returns of equity indexes during a selected period.

WBIS

ranks the returns of bond indexes during a selected period.

LMX

lets you compare underwriter rankings in different markets and create custom league tables.

Options are contracts that grant the right, but not the obligation, to buy or sell an asset at a set price.

lets you create ranked return reports for custom date ranges.

LTOP

displays a snapshot of top under writers and arrangers in majo r debt and equity markets.

MOST

displays the day’s most-active stocks by volume or value value and the stocks that have gained or lost the most.

MRR

ranks the returns of the members of an index or list of stocks during a selected period.

MA

WLA

CRR

lets you access tools for analyzing mergers and acquisitions, including rankings of top announced deals.

ranks legal advisers on yearto-date announced mergers and acquisitions.

ranks the returns of the components of major commodity indexes during a selected period.


lets you access league table rankings of legal advisers on offerings of bonds, stocks and equity-linked instruments.

D N A

�

P I N S

FRR

ranks the returns of major bond futures contracts. Futures are agreements to buy or sell assets at a set price and date.

LALT

E V A S

IRR


FOCUS

Foreign Exchange

June 2006

Cheat Sheet

Analyzing Currencies FXIP

OVDV

displays the main menu for accessing foreign exchange functions, data and news.

lets you specify foreign exchange volatility surfaces surfac es for varying maturities, strike prices and deltas to be used in OVML to graph the volatility curve for currencies.

WVOL

displays a snapshot of volatilities for currencies around the world taken from New York composite prices of currency options with a range of maturities and deltas, which measu m easure re sensitivity sen sitivity to changes in the price of the unde rlying currency.

monitors futures-implied currency forward rates using Eurofutures prices and compares them with actual exchange rates.

lists headlines for the top foreign exchange–related news stories.

lets you access foreign exchange analysts’ forecasts for currency values. a low-yielding currency and investing in a higher-yielding currency.

BBC

displays a menu of currency market monitors, including those for spot and forward rates, deposit rates and spot precious metal prices.

displays spot and forward exchange rates for a selected currency pair.

compares implied and realized volatilitie volat ilities, s, spot spo t and forwar f orward d rates, implied and realized skewness and implied and realized kurtosis for a given currency pair over a specified period of time. Skewness and kurtosis are measures of statistical distribution.

CORR

NDF

lets you create, save and retrieve as many as 20 unique correlation analysis tables. CORR estimates the strength of the historical relationship between values of currencies, securities, interest rates or indexes.

calculates nondeliverable forward rates and implied interest rates.

XOPT

FXFA

calculates the currency forward rates implied by the current interest rate cash market.

FRD

displays a menu of functions for analyzing currency options.

OVML

enables you to structure and value multileg options for a selected currency pair.

✃

displays composite London bid and ask spot prices for the U.S. dollar against major world currencies and currencies from other countries in Europe, Africa, the Americas and the Pacific Rim.

VOLC

FXFC

P I N S

WFX

lets you analyze currency carry trades, which involve borrowing in

TOP FRX

D N A

lets you compare prices of exchange-traded currency futures contracts with the implied forward rates for maturities matching the futures contracts’ expiration dates.

FFRC

FXCT

E V A S

EFPH

NI FX

lists headlines of news stories related to foreign exchange.

Compiled by JOHN RUSSELL joru ssell @blo omberg .net


CHEAT SHEET

Foreign Exchange FXIP

WIRP

FXFB

displays the main page for accessing foreign exchange functions, data, news and research as well as information on related markets.

displays futures- and optionsimplied probabilities for selected world interest rates.

lets you analyze a forward rate bias strategy, which is a variation on a carry trade.

NDF

BFIX

calculates nondeliverable forward rates and implied interest rates.

displays Bloomberg daily spot or forward currency xing rates.

FXFA

NI ANAFX

lists headlines of news stories on analysts’ forecasts for currencies.

FRD

FXFC

displays spot and forward rates for a selected currency pair and calculates forward rates for broken dates and forward forwards.

displays composite and contributor foreign exchange rate forecasts.

calculates implied currency forward rates and identies arbitrage opportunities between those forward rates and current interest rates.

OVRA

OVDV

lets you analyze and manage risk in a portfolio of foreign exchange options.

lets you specify custom, contributor or synthetic volatility surfaces used to analyze and price foreign exchange options.

WCRS

ranks the best- and worstperforming currencies according to criteria you select, such as spot return or forecast total return.

CBRT

displays a menu of central bank rate information.

XOPT

FFIP

displays a menu of functions and reference information for analyzing and trading foreign exchange options.

displays futures- and optionsimplied probabilities for federal funds rate changes.

XDF OVML

lets you structure and price multileg foreign exchange options for a selected currency pair. FXTP/FXSP

lets you analyze the monthly total return performance of foreign exchange traders and various investment styles.

lets you set defaults for currency and crosscurrency functions.

FXGN

monitors Bloomberg Generic bid and ask prices for currencies. FXCT

lets you analyze foreign exchange carry trades, which involve borrowing in a low yielding currency and investing the borrowed funds in a high-yielding currency.

FXTF

FX

lets you search for tickers or rates for specic currencies or currency-related instruments.

displays a menu of electronic trading contributors that participate in foreign exchange trading on the Bloomberg Professional service.

VOLC

lets you graph and compare implied and realized foreign exchange volatili vo latilities ties and rate rates. s. TOPI

displays headlines for the top foreign exchange–related news stories. WVOL

displays a snapshot of volatilities for currencies around the world implied by the New York composite prices of currency options with a range of maturities. NI TECHFX

lists headlines of news stories on technical analysis of exchange rates. Compiled by SUZY OVERTON

PULL OUT AND SAVE FEBRUARY 2008 Press twice to send a question to the Bloomberg Analytics help desk.

HELP DESK

Portfolio Analysis How can I use the metrics I care about to analyze my portfolio?

SLICE AND DICE Type PSD to to analyze fundamental metrics for a portfolio.

The Portfolio Slice and Dice (PSD) function lets you dig into the characteristics of your holdings in a variety of ways. Type PSD , click on the arrow to the right of Portfolio and select a portfolio. To compare it against a benchmark, click on the arrow to the right of Benchmark, select an index or custom benchmark and press . Next, click on the Templates button on the red tool bar and select Fundamentals Summary if it’s not already selected. The Portfolio Summary section of the screen displays aggregate values for fundamental metrics such as dividend yield for your portfolio and for your benchmark. You can graph a breakdown by industrial classication of an indicator by clicking on it. To create a custom template that uses metrics you select, click on on the Templates Templates button and select New Template. In the Customize PSD window that appears, tab in to the Name eld and enter a name. Fields you can use to build your analysis are organized into category trees on the left side of the screen. To add a eld that tracks growth in earnings before interest, taxes, taxes, depreciation depreciation and amortizaamortization, for example, rst click on the plus sign to the left of Growth Rates to expand the tree. Next, click on EBITDA Growth to select it. To display Ebitda growth data for your benchmark, click on the box in the Benchmark Field column so that a check mark appears. When you’ve made your selections, click on the Update button to display the data in PSD. You can create reports that show the analysis you’ve created in PSD. Click on the Reports button and select Export to PDF, for example, to create a report in PDF format.

CLASSIFICATION Type PCLS to to c reate custom classiﬁcation systems you can use for attribution analysis of a portfolio.

How can I customize industry classications for my portfolio? The Classications (PCLS) function lets you create or assign custom industrial classications for analyzing your portfolios. This ability can be useful if you invest invest in securities securities that that don’t fall fall within within a standstandard classication system. In the Global Industry Classication Standard, for example, an exchangetraded fund such as the iShares Dow Jones US Oil & Gas Exploration & Production Index Fund isn’t a member of the industry it tracks. To create a custom version of GICS that classies the ETF as exposure to the oil and gas exploration and production subindustry, rst type PCLS . Click on the Create button and enter a name, GICS, in the Classifcation Name eld. such as MY GICS Click on the circle to the left of Link to Standard & Customize to select it. Click on the arrow to the right, select GICS and click on the Create button. In the classication tree that appears, click on the plus sign to the left of Energy. Click on the plus sign to the left of the next Energy node that appears in the expanded tree and then on the plus sign to the left of Oil Gas & Consumable Fuels. Finally, click on Oil & Gas Exploration & Production. In t he eld that appears on the right side of the screen, enter IEO US —the ticker for the E TF—and press . Then click on the Save button. You can now use your new classication system in PSD or in the Bloomberg Attribution (BBAT) function. Type PSD and click on the Options button. Click on the arrow to the right of 1, for example, and select MY GICS-GICS Sub-Industries. JULIE WARING WARING and JESSICA WHITELEY


161 JA NU ARY 20 09 BLOOMBERG MARKETS

August 2005

CHEAT SHEET

Managing Hedge Funds FPC

BETA

CBMU

lets you compare the returns of hedge funds across different periods.

tracks the historical volatility of a selected fund against a benchmark.

displays a menu of functions for finding and analyzing convertible debt securities.

COMP

HRH

lets you graph the return of a selected fund or security against an index or other benchmark.

plots a selected fund’s historical return distribution against a theoretical normal distribution.

CDSW

FSRC

HVG

OVML

lets you create custom searches for hedge and mutual funds based on criteria you select.

graphs the historical price volatility of a selected fund.

lets you structure and price multileg foreign exchange options.

HFND

HGFD

displays a menu of functions for

displays a menu of Web pages related to hedge funds.

DES

provides descriptive information on a selected fund, including its objective, fees and manager.

lets you create and value credit default swaps.

QSRC

lets you create custom searches for stocks based on criteria you select.

TFUN

displays headlines of the top fundrelated news stories.

analyzing hedge fund data. IRSM

NI HEDGE

WHF

displays headlines of news stories about hedge funds.

ranks the largest and best-performing hedge funds.

displays a menu of interest rate and credit derivative functions.

NIM HEDG

TRA

calculates the number of futures contracts or securities needed to hedge a selected equity equ ity investment.

lets you analyze the total return of a selected fund or security.

monitors new issues of stocks and bonds by type of security and geographicall area. geographica

INSD BFLY SRCH

lets you create custom searches for fixed-income securities based on criteria criteri a you select.

helps you determine the amount of a security needed to hedge investments in corporate, government or agency debt.

lists stocks with high levels of insider trading activity. Compiled by MARY K. WOOD [email protected]

E V A S D N A

�

P I N S


CHEAT SHEET

Legal Research CITA

lets you search for legal documents by citation, case name or party.

LAWB

BLMA

displays a menu of law– related blogs by topic.

displays a menu of mergers and acquisitions law–related information, analysis and news.

BLSL

displays a menu of securities law–related information, analysis and news. BLEL

displays a menu of energy law–related information, research and news. BLAW

DCKT

displays the main menu of legal research functions, data and analysis.

lets you create summary litigation reports that can be viewed graphically or in tabular format.

BLBK

BLCM

BLIT

lets you create time sheets for billing clients for research done on the Bloomberg Professional service.

displays a menu of litigation analysis, research and news.

displays a menu of bankruptcy law–related information, research, news and functions.

LAW

displays a menu that lets you access current legal analysis, documents, news and information. BBLD

lets you perform research using the analysis and primary content in the Bloomberg Law Digest .

BLGL

displays a menu of laws and regulations by region or country.

BCIT

LITI

lets you research state and federal cases with citation analysis.

displays a snapshot of U.S. federal litigation involving a selected company.

BLCR

displays a menu of corporate law–related information, analysis and news. CARM

lets you compare the likelihood of a securities class action for a selected company relative to its peers. BLIL

LCOM

BBLS

oers a menu of risk and compliance information, analysis, tools and news.

lets you search for lets you legal documents from a broad range of sources.

LLRT

lets you manage your Bloomberg law alerts.

displays a menu of insurance law–related information, analysis and news.

BLBF

displays a menu of banking and nance law–related information, analysis and news. BLAT

displays a menu of antitrust and trade law–related information, analysis and news.

BBLR

lets you access current and previous prev ious issues of Bloomberg Law Reports. BLLE

displays a menu of employment and labor law–related information, research and news. BLHE

displays a menu of health law–related information, analysis and news. Compiled by RICHARD ALBUQUERQUE

BIPL

displays a menu of intellectual property law–related information, analysis and news.

PULL OUT AND SAVE NOVEMBER 2008 Press twice to send a question to the Bloomberg Analytics help desk.

May 2005

CHEAT SHEET

Loans and High-Yield Debt LOAN

LSRC

RATD

displays a menu of functions for finding and analyzing syndicated loans, including links to credit rating monitors, loan news, league tables and loan pricing.

enables you to list syndicated loans chronologically by issue date or alphabetically by issuer name or to search for specific issues using criteria you select.

provides rating scales and definitions for different credit rating firms.

YA

HYM

SRCH

displays the main menu for high yield-debt-related yield-de bt-related functions, func tions, including those for news, custom security searches, new issue monitors and ratings information.

lets you create and store custom searches for high-yield bonds and other debt securities based on coupon, maturity, currency or other criteria.

lets you calculate the price or yield of a selected debt security as well as sensitivity measures such as duration and convexity, cash due at settlement and future cash flows.

YCRV

LEAG

RATC

displays underwriter rankings for a selected market, including high-yield-debt underwriters and syndicated-loan arrangers. LEAG lets you create and save custom searches so that you can find the top underwriters based on region, industry, issue size, time period or other criteria you select.

displays a monitor of current and prior company debt ratings. RATC

NIM

enables you to monitor new fixedincome offerings and to create custom new issue monitors.

also lets you create and save custom rating searches. LMX

lets you create and save custom tables of rankings for multiple markets, including high-yielddebt underwriters and syndicatedloan arrangers.

displays current and historical yield curves cur ves for various regions regio ns and types of debt.

DDIS

shows the distribution by maturity of a selected comp any’s debt outstanding.

CSDR

lists short- and long-term ratings for debt issued or backed by various countries. CSDR also lets you search for recent rating actions.

ISSD

provides an overview of a selected company’s capital structure and operating data.

HYLN

lists headlines for news stories related to high-yield bonds.

EMKT

lets you access functions related to emerging-market debt.

CRAN

lists headlines for news stories on company and country debt ratings. E V A S D N A

�

P I N S

TRAC

lets you research trade data for high yield debt and other corporate bond issues.

HYI

lists indexes for tracking various types of high-yield debt.



March 2004

< STRATEGIES>

CHEAT SHEET

Syndicated Syndi cated Loans/Hig Loans/Highh-Y Yield Debt HYM

LSRC

ISSD

displays a menu of functions related to the high-yield-bon high-yield-bond d market.

enables you to search for syndicated loans either alphabetically or chronologically chronologic ally or via custom searches that you create.

provides a summary of a selected issuer’s capital structure and cash flow data to help you gauge the issuer’s ability to pay back debt.

PPCR

DLIS

NI HYL

lists headlines of high-yield-bondmarket news stories.

NI SYNLOANS

lists headlines of news stories on syndicated loans.

NIM

lets you monitor new fixed-income offerings.

lets you create custom securities you can price and analyze a nalyze before befo re they get officially structured and issued.

RATD

CACT

provides rating scales and definitions for various rating firms as well

displays a calendar of corporate actions, including debt offerings, debt redemptions and bankruptcy filings. You can search for corporate actions by date range, type of action, country and company.

CRPR

provides current and historical ratings from various credit rating firms for a selected issuer.

SRCH

as Bloomberg Composite ratings. LOAN

displays a menu of functions related to the syndicated-loan market.

provides the maturity distribution of a selected issuer’s outstanding loans in both graph and table forms.

HYI

lets you create and save up to 20 custom searches for bonds based on criteria such as coupon, maturity and currency.

displays a list of high-yield-bon high-yield-bond d indexes. LEAG

LMX

lets you create custom matrixe matrixess of rankings to compare underwriters across multiple markets.

RATC

displays a monitor of credit ratings for various issuers to help you evaluate their credit risk. RATC lists current and previous ratings as well as date, agency, age ncy, rating type and industry type.

E V A S



D N A P I N S

YA

calculates the price or yield of and sensitivity measures for a selected security. YA also helps you determine the cash due at settlement and future cash flows.

lets you create ranking tables for underwriters of fixed-income securities and arrangers of syndicated loans.

YTC

CSDR

calculates the yield to call for a selected security. YTC lets you view different yield scenarios at various redemption dates.

lets you access short- and long-term debt ratings for debt issued or guaranteed by sovereign governments.



February 2003

< STRATEGIES >


Syndicated Loans LOAN

NI SYNLOANS

provides a menu of syndicated bank loan functions, including links to credit rating monitors and loan news.

lists the latest news headlines on the syndicated loan market. Tab in to the Search field, enter a key word or key phrase and press to find stories that mention it.

TKL

lets you search for the ticker symbols of syndicated loans for a specific borrower.

NI LRA

flow data to help you evaluate the issuer’s ability to pay back debt.

DDIS

shows in graphic and tabular forms the maturity distribution by year of a selected issuer’s outstanding public debt.

provides loan ratings news. IBQ CACT

DES

displays important details, such as issuer and credit ratings, for a selected syndicated loan. For loan facilities, DES lists all of the tranches that make up the facility and enables you to click on any of the tranches listed to display the DES page for that specific tranche.

displays a calendar of corporate actions, including corporate events and dividend distributions.

is the Bloomberg Industry Analysis function, which provides overviews of selected industries.

FOMC RATC

displays a monitor of updated credit ratings for various issuers, enabling you to track upgrades

displays current and historical announcement dates and interest rate policy changes by the U.S. Federal Open Market Committee.

EULWTOTL NIM 13 NIM 14

UDLWTOTL

track loan volume in Europe and the U.S. Type HP , tab down and enter M in the Period field for monthly volume.

display new issue monitors for syndicated loans sorted by region.

LEAG

provides underwriter ranking tables, including U.S. syndicated loan agents and book managers.

and downgrades and other moves that indicate an issuer’s degree of credit risk.

CRPR UNDW

lets you create customized under writer ranking table tabless for syndis yndicated loans based on date range, country of issuer, loan currency, maturity type and other criteria that you select.


#

gives current and historical ratings from various credit ratings agencies for a selected issuer.

RELS

displays information on all of a selected company’s equity and debt securities, including bank loans, preferred stock and warrants. RELS also provides links to lists of a company’s subsidiaries, brands and employees as well as its Description pages.

ISSD

gives an overview of a selected issuer’s capital structure and cash



CHEAT SHEET

Market Liquidity IVAT

LRSK

ITAS

displays intraday volumeat-time charts for a selected security or index.

lets you analyze liquidity risk in a selected portfolio, including the average number of days it would take to sell various positions.

graphs intraday stochastics, which is a measure of the velocity of a selected security’s price movements.

IGPV

displays intraday volumeat-price and volume-at-time charts for a selected s ecurity.

MKTP

divides the trading day for a selected security into intervals and charts the time at price and volume at price in the form of distributions during those intervals.

VBAR

displays a bar chart with a volume-at-price distribution along each bar. VAP

displays a volume-at-price distribution and volume weighted average price for a selected security and period. GIMH

graphs volume at price in the form of a distribution for a selected security.

GIP

GIPF

graphs intraday prices for a selected security for 1–31 days.

displays an intraday point and gure chart that tracks supply and demand for a selected security.

IPTS

graphs intraday parabolicsystems stop and reversal points, which can help you identify trading opportunities. BOJ

IBOL

graphs intraday Bollinger Bands, which chart a selected selected moving average bounded above and below by a measure of volatility over a trailing time, typically 20 periods. GIMP

graphs time at price in the form of a distribution for a selected security.

monitors capital ows to and from the Japanese money market. IMAC

graphs the intraday moving average convergence/divergence indicator, which you can use to identify changes in a selected security’s price trend.

FLIQ

graphs intraday directional movement, which is a measure of the net total price movement of a selected security over time.

displays the types of collateral accepted by the Federal Reserve Bank of New York and the European Central Bank for repurchase agreements.

displays costs to borrow in short-term U.S. cash markets.

MOST

IGPO

lets you monitor the most-active, most-up or most-down stocks for a selected exchange.

graphs intraday price activity, including moving averages and volume, for a selected security.

SLIQ

OVI

IRSI

displays the stocks with the largest increases in put and call trading volume for a selected exchange.

graphs intraday relative strength index, an indicator based on the ratio of up periods to down periods during a selected interval.

IROC

graphs annualized intraday rates of change in price for a selected security.

IDMI

TLIQ

graphs the types of debt securities most traded by U.S. primary dealers.


PULL OUT AND SAVE JULY 2008 Press twice to send a question to the Bloomberg Analytics help desk.

October 2007

STRATEGIES

Cheat Sheet

Mortgage-Backed Mortgage-Backed Securities YT

CLC

BMMI

lets you analyze a mortgage backed security secu rity using multiple assumptions about discount margins, prepayment rates, price or yield.

displays data on the composition of the collateral for a selected CMO or MBS pool.

lets you access mortgage market research, such as historical prepayment reports.

CLP

CLCG

displays current and historical collateral statistics for an ABS or MBS.

lets you graph the collateral composition of a structured security by a selected selecte d type of data such as loan-to-value percentages or the credit scores of the borrowers.

CFT

displays a table of projected cash flows for a selected asset-backed security, collateralized mortgage obligation,, MBS or mortgage pool. obligation

HGMS

lets you analyze strategi strategies es that hedge the convexity risk of a

OASN

displays an overview of data on the collateral underlying a selected ABS or MBS.

calculates the option-adj option-adjusted usted spread and other measures of risk for a selected agency pool or generic mortgage security.

BBTM

MOAS

DES2

lets you trade and monitor prices of to-be-announced MBSs.

selected MBS. Convexity is a measure of the relative change of a bond’s price as yields change.

monitors OASs, duration and convexity for MBSs.

WALG WALG

MBSS

graphs the weighted average life and principal payments of a selected MBS.

lets you search for agency passthroughs that correspond to the criteria you select.

RATC RATC

DQRP

shows a list of structured finance deals ranked by the percentage of collateral that’s delinquent by 60 days or more.

displays a list of credit rating revisions for MBSs.

MFD

lets you set defaults for MBS-related functions. LDES

displays information about the loans that underlie a selected commercial-mortgage-backed security.

QY

calculates price or yield for a selected MBS.

TLKU

lets you look up the CMBS deals that are exposed to a selected tenant.

REDQ MTCS

shows credit support for a selected structured deal or tranche. E V A S D N A

�

P I N S

displays commercial real estate delinquency reports by property type or location.



October 2002

CHE CH EAT SH SHEE EET T Money Markets Snip-and-save tips on short-term instruments

N I E L K L E A H C I M


MMR

lets you follow money market rates from around the world. Type 17 from the main MMR screen for key central bank rates.

MMCV

enables you to graph single money market yield curves and to compare curves from different countries and time periods.

PGM

lets you search for money market programs by type—such as banker’s acceptance or medium-term notes—or by both type and issuer. For example, type PGM YNCD TOKYO TOKYO TRUST for certificates certificates of deposit deposit issued by Tokyo Trust Bank Ltd.

BOOM

is the Commercial Paper Offerings function, which lets you search for and purchase dealer-placed commercial paper issues.

DOCP

lets you purchase commercial paper directly from issuers.

BTMM

monitors all major money market and Treasury rates for a selected country. BTMM BTMM also lists current and upcoming economic indicator data releases for that country. To select a new country, click on Change Country on the red tool bar.

ET

lists firms that offer live electronic trading on the Bloomberg Professional service.

GA

displays a menu of gap analysis tools for money market instruments: breakeven, total return and quarter-end money. Gap analysis compares an interest rate over one term with the rates over two consecutive terms that equal the single term in length.

NIM

is the New Issue Monitor for fixed-income securities. NIM provides a list of standard searches—such as Asia excluding Japan and Canadian domestic market—and lets you create your own custom searches.

IRSM

displays a menu of all interest rate swap and interest rate derivative functions.

SWPL

lets you create and update your own interest rate swap and interest rate derivative securities.

SWDF

is the Swap Defaults function, which enables you to customize your swap rate and volatility contributor defaults for all major currencies.

EVNT

displays a calendar of key economic data releases, earnings announcements and events. To change the calendar topic, tab in to the first field. To change the country or region, tab in to the second field. Type CECO to customize the calendar.

FMCI

lets you analyze historical fair market yield curve indexes by sector and rating.

MMPL

enables you to create and change custom money market securities.

BBT

monitors bid and offer prices for global government bonds.

NI MMK

provides news on money markets. Compiled by MICHAEL OLANDER [email protected]

#


May 2007

Cheat Sheet

New Issues NIM

CAMP

lets you access monitors of new issues in major debt and equitylinked markets and create custom new-issue monitors based on criteria such as product type, country and sector.

displays a report on new issues in the collateralized mortgage obligation and asset-backed security markets.

NIRM

lets you search for municipal bonds based on criteria criteria you select to view the bonds’ coupons, yields and ratings and compare them with benchmark fair-market fair-market curves.

ECDR

BNI

displays a menu of functions related to the issuance of new securities in the equity, fixedincome, mortgage and municipal bond marke markets. ts.

monitors initial public offerings and secondary offerings as well as overallotments and lockup schedules. A lockup period is the time during which an underwriter restricts insiders from selling their shares.

CACT

CDRC

displays a calendar of corporate actions, including debt, equity and rights offerings. You can search for corporate actions by date range, type, country and company.

displays a calendar of scheduled competitive U.S. municipal bond

NI CNI

ASM

lets you track the most-recent spreads for new-issue MBSs.

NI GNI

lets you access statistics on governmentt bond auctions governmen for a selected country.

lets you access new-issue calendars for ABSs, CMOs, commercialmortgage-backed mortgage-back ed securities and collateralized collateral ized debt obligation obligations. s.

CCDR

PICK

displays a menu of worldwide taxable debt calendars.

lets you post and monitor municipal bond offerings.

AUCR

lists headlines for news stories on corporate new issues.

displays a calendar of scheduled negotiated U.S. municipal bond issues.

MCAL

�

lets you access league table rankings of underwriters of bonds, stocks and equity-linked instruments as well as arrangers of syndicated loans.

issues that shows the structure of the issues before their sale.

CDRN

P I N S

LEAG

displays a menu of multimedia roadshows, which are advertisements for new issues.

lets you monitor and trade to-be-announced to-be-announc ed mortgage backed securities. secu rities.

D N A

lets you create, save and share the details of new municipal bond issues. issues .

ROAD

BBTM

E V A S

DEAL

lists headlines for news stories on government new issues.

NI INI

lists headlines for news stories on IPOs.

Compiled by JOHN RUSSELL and JON ASMUNDSSON


September 2007

STRATEGIES

Cheat Sheet

News and Research NSE

lets you search for news stories by key word and create cre ate advanced searches to narrow results. You can search by key word within selected topics and by company, person or other criteria. You can limit a search to a selected date or time range and specify sources such as news wires or Web sites. NSE also lets you save search criteria as news alerts.

BRC

BSP

displays a list of headlines of research reports for a selected company.

displays a menu of categories for accessing Bloomberg News sports coverage and statistics.

TOP

WN

displays headlines of the day’s top stories. You can select a geographic area, industry, market or topic to monitor.

displays the most-recent news stories and research reports for each security in a selected worksheet.

AV NRR CN

displays a list of headlines of news stories, research reports, Web sites and multimedia presentations related to a selected security.

displays the 10 companies or topics with the highest news-story readership and the 10 companies

lets you access prerecorded and live multimedia broadcasts, including interviews, news conferences and other events.

READ

displays headlines of the most-read news stories for a selected period. Also lists the companies, co mpanies, topics and people that attracted the most reader interest.

NH

displays a scrolling list of headlines of current news stories, press releases and research reports from the news wires you’re enabled to access.

or topics with the biggest increases from their average readership for a selected period.

MNI

NI

displays the headlines of the mostread news stories on a selected topic for a specified period.

PANL

lets you filter news stories that scroll on your news panel. You can select criteria, such as ticker symbols and news subjects, so only relevant stories are displayed.

displays headlines of news stories, research reports and multimedia broadcasts for fo r a selected topic. to pic.

NRC BBSR

displays a menu of Bloomberg News special reports.

MCN

displays the most-read news stories on a selected company for a specified period.

lets you enable or disable news wires and research and Web sources.

NTRB N

displays a menu of news functions.

E V A S D N A

�

P I N S

lets you search for contributor pages for specific news wires.



July 2007

STRATEGIES

Cheat Sheet

Portfolio Analysis PRTU

lets you create portfolios and displays a list of the portfolios you’re authorized authorize d to update.

PDSP

PRTS

displays position, cost, current price, current value and change from cost for each security in a selected portfolio.

lets you create a report on the change in value of a portfolio or macro between selected dates.

PLST

PUD

displays a list of the portfolios you’re authorized to view or update.

lets you create custom reports for a selected portfolio.

lets you upload or download portfolios to or from the Bloomberg Professional service.

PFST

CACT

PRPT

PMON

monitors current market data for the securities in a selected portfolio.

lets you create and update a portfolio and enter your own prices.

PRT

lets you track a portfolio’s intraday profit or loss against a benchmark.

lets you display a calendar of corporate actions for companies whose securities secu rities are in a selected selecte d portfolio.

WRST

lets you apply a range of stress tests to a portfolio to calculate its

PTT

creates a trade ticket that updates or generates a position in a selected portfolio.

PREP

lets you analyze the distribution of a selected portfolio by industry or other criteria.

TRK

losses or gains based on a series of historical and theoretical market scenarios.

lets you analyze how a portfolio’s performance compares with that of an underlying benchmark.

PHST

VAR

PDVD

generates a price history for a selected group of securities.

lets you generate a report on the cash and stock dividends for a selected portfolio.

lets you calculate a portfolio’s value at risk using historical, Monte Carlo or parametric methodologies.

OSA

PMAC

lets you combine portfolios into a so-called macro you can use to analyze the group together.

lets you calculate the profit and loss for various option strategies. PKRD

lets you calculate grid point deltas that assess the exposure of a portfolio to changes in the shape of the yield curve.

E V A S D N A

�

P I N S

ACDR

displays a calendar of earnings announcement dates for companies in a selected portfolio.

PMEN

displays a menu of functions for a selected portfolio.

Compiled by JON ASMUNDSSON


April 2001

CHE CH EAT SH SHEE EET T Portfolio Portfoli o reports: report s: Snip-and-save tips on reports that monitor portfolio risk

R E D I E N H C S


N O S A J

#

lets you find information on any keyword or key phrase. For example, type PORTFOLIO REPORTS .

RVP

creates a Portfolio Relative Value Report in a spreadsheet format. This report enables you to compare companies within a selected equity portfolio by using any item from financial statements available in the Bloomberg database. Each of the functions on this page can be run only after typing /(portfolio number or basket number) . Type Type PLST to list these numbers. Type PRTU and PBSK for information on creating portfolios and baskets, respectively.

PER

formulates an equity report that shows risk for an entire portfolio or macro and on a security-specific level. The Equity Market Risk Report determines total market risk by converting the risk values into a single currency. You can restructure the portfolio to maximize returns or use hedge instruments to balance the portfolio into a neutral position. PER, like the other reports that follow, can be scheduled to run automatically at regular intervals. After you’ve run a report, type RPT followed followed by the number in the SC column next to the report you want to schedule and press .

PRCS

displays a report based on the option-adjusted spread or on the price difference between the market price and Bloomberg Fair Value for the fixed-income securities in your portfolio, which enables you to identify which bonds are potentially cheap and which are potentially expensive.

PCF

displays cumulative cash flow from dividends and interest payments generated from securities within a portfolio.

PVAR

measures the maximum potential loss on a single security or a group of securities over some period, given a specified probability. The Portfolio Value-at-Risk Report incorporates the price risks across all types of markets and distills them down to a single number.

PRPT

is the Custom Report Writer, which can be used to sort a portfolio of fixed-income or equity securities or a combination of fixed-income and equity securities based on selected criteria. The function can also sort and summarize portfolios from institutional investment managers’ managers’ 13F filings as well as mutual fund holdings.

PCMP

enables you to compare portfolios, macros, and indexes. Type 98 from the initial Portfolio Comparison Report screen to specify the two items you want to compare.

PSA

is the Portfolio Scenario Analysis function, which helps you manage yield curve risk by analyzing the profit/loss or total return of a portfolio under various interest-rate scenarios and volatility assumptions. PSA displays risk numbers, prices, yields, and market values before and after the projected rate shifts. You can create up to 10 different rate-shift scenarios.

PKRD

calculates the key rate duration of each security in your fixed-income fixed-incom e portfolio at each point along the yield curve. The report shows how sensitive your portfolio is to changes in the shape of a yield curve. F o r a s s i s t a n c e i n u s i n g t h e B l o o m b e r g P r o fe fe s s i o n a l s e r v i c e , p r e s s < H e l p > t w i c e .

THE BLOOMBERG

CHEAT SHEET

20

Finding Rankings LALT

MA

WHF

lets you access rankings o legal avisers on stock, bon an equity-linkesecurity oerings.

lets you analyze current an historical ata on mergers an acquisitions incluing league tables or nancial an legal avisers on M&A transactions.

lets you access rankings of hedge funds by assets as sets and perform p erformance, ance, groupe grouped d by investment strategy st rategy..

LMX

lets you comare unerwriter an legal aviser rankings or ierent markets or regions an create custom matrices you can use to evaluate e valuate rankings in u to 10 ierent markets.

LEAG

lets you access rankings of underwriters of bonds, stocks and equity-linked equity-link ed securities as well as arrangers of syndicated syndicat ed loans and enables you to create custom rankings.

WMF

shows the best-erorming mutual uns by region an investment strategy. strategy. WCRS

ranks currencies by return criteria you select.

NI LEAG CRL

NRR

WLA

lists healines or league tables ublishe by Bloomberg.

ranks legal avisers on year-to-ate M&A eals.

UNDW

LTOP

lets you create an save criteria or custom league tables.

islays the 10 comanies an toics with the highest total news reaershi an the largest increases in reaershi.

islays the to unerwriters an arrangers or major xe-income, equity, equity-linke-security an synicate-loan markets.

LREP

lets you create reorts in pdf or Crystal Reorts ormat rom custom rankings or league tables o unerwriters or legal avisers.

NI LEAG

lists healines o news stories on league tables an rankings.

lets you rank uns by erormance accoring to criteria, such as asset or un tye, that you select.

WEX

islays a ranking o the most highly ai chie executive ocers o comanies in the Stanar & poor’s 500 an fTSE 350 inexes.

ECDR

lets you access calenars o equity oerings, create custom searches an monitor relate rankings an news.

CRR FPC

WEH

ranks CEOs o S&p 500, fTSE 350 an Nikkei 225 comanies by the number o shares they hol in their comanies.

ranks the returns o major commoity inexes or their comonents uring a selecte erio. MRR

lets you generate rankings o brokers an securities by volume v olume .

lets you rank members o an inex or basket o stocks by return uring a selecte erio.

WEIS

WFA

lets you rank equity inexes by returns ret urns uring u ring erios eri os you select. sele ct.

ranks nancial avisers on year-to-ate M&A eals.

RANK

Compiled by SUZY OVERTON

IBRA

islays a ranking o the stocks most oten avertise by brokers on a selecte exchange.

PULL OUT AND SAVE APRIL 2008 Press twice to send a question to the Bloomberg Analytics help desk.

December 2006

Cheat Sheet

Real Estate RE

NAGL

FA

displays a menu of functions for finding and analyzing real estate– related securities and for locating real estate–related news.

displays real estate index data for North America, Asia and Europe contributed by the National Association of Real Estate Investment Trusts.

displays financial information for a selected security, including real estate industry–specific data such as funds from operations, property analysis and capital expenditures.

NI REIT

MA

lists headlines for news stories on REITs.

enables you to create custom searches for mergers and acquisitions involving real estate companies.

HSST

provides statistics on U.S. home sales and housing construction.

RMEN

displays a table of global real estate equity indexes.

ALLX CBIV

displays a table of vacancy rates for large industrial buildings in

displays a table of changes in the prices of U.S. homes provided by Fiserv Inc.’s Inc.’s Case Shiller Weiss unit, MacroMarkets LLC and Standard & Poor’s.

RELW

provides a menu of real estate– related Web sites, including those for industry organizations.

REIT

monitors prices and dividend yields for Asia-Pacific Asia -Pacific real estate investment trusts.

ALLX CSHP

U.S. cities provided by CB Richard Ellis Group Inc.

FMCI 8

provides a table of fair-market yield-curve yield-cu rve indexes for fo r REITs.

ALLX CBOV

lists the most actively traded Japanese REITs.

displays a menu of vacancy rates for downtown office buildings in U.S. cities provided by CB Richard Ellis.

COMP

ALLX CWCO

enables you to compare the return of a selected real estate–related security with its benchmark and other indexes or securities.

displays a table of average office rental rates for central business districts of U.S. metropolitan areas provided by Cushman & Wakefield. Wakefield.

SREL

CF

NAUS

provides a menu of functions and data related to Singaporean real estate.

lets you search for regulatory filings for a selected real estate– related security.

provides U.S. REIT pricing information contributed by Nareit.


MOST T4

ISSD

displays financial and operating data for a selected debt issuer.

NI REL

E V A S D N A

�

P I N S

lists headlines for news stories on real estate.


CHEAT SHEET

Relative Value OVCR

CBS

EQS

lets you compare creditdefault-swap spreads implied by trading in equity options with actual CDS spreads.

lets you compare a selected bond’s relative value with that of similar bonds.

lets you screen for stocks based on criteria you specify.

RVR

lets you compare a selected company’s fundamentals with those of its peers. RVH

displays a histogram that lets you analyze a specied metric for a selected company and its peers. RVG

graphs the historical trend of a specied metric for a selected company and its peers. MMAP

displays a market chart or heat map that lets you compare sectors and regions by selected sele cted metrics. me trics.

RVC

displays a correlation displays scatter plot of values from two specied metrics for a selected stock and its peers.

CRVD COMP

GCDS

lets you compare the returns of a selected stock or index with two others.

lets you graph historical CDS spreads for a selected list of reference entities.

lets you compare the value of an issuer’s bonds with the value of CDSs on the issuer as reference entity.

CXEV

CORR

CARM

monitors CDS spreads and stock trading for a selected list of securities.

lets you create and save up to 20 matrixes you can use to analyze the correlation of securities.

lets you compare the likelihood of a securities class action for a selected stock relative to its peers.

GV

lets you graph up to four measures of volatility for selected securities or indexes.

DQLO

let you compare delinquencies and loan statistics by mortgage servicer or originator.

lets you analyze valuation and fundamental data for a selected stock and a custom set of peers.

RSKC

provides a snapshot of risk data for a selected company and a peer. ECCG

graphs implied volatility, CDS spreads and stock prices for a selected company. VCMP

lets you compare volatility at dierent option strikes and terms for a selected underlying asset. HS

graphs the spread between the prices of two securities for a specied period.

DQSP

RV

BQ

WBI

displays a composite over view of price and trade data, fundamentals and news for a selected stock or bond.

monitors prices and yields of benchmark inationindexed bonds. Compiled by DARA ALBANESE

MARB

monitors spreads in announced mergers and acquisitions for a selected region.

PULL OUT AND SAVE OCTOBER 2008 Press twice to send a question to the Bloomberg Analytics help desk.

November 2000

CHE CH EAT SH SHEE EET T Search engines: Snip-and-save tips to find news stories and specific securities

lets you find definitions, functions, news, data contributors, and securities based on a keyword. Also lets you find additional information and instructions on any of these search engines. For example,, type SEARCH or FSRC . example

ECDR is the Equity Calendar function. ECDR provides five custom search templates that can be modified to search certain aspects of the equity new-issue market. The function also provides a link to the Bloomberg Underwriter Rankings (LEAG) function, described later. FSRC lets you create a search of mutual funds. The search criteria can be based on fund type, operational data, fund performance, country in which the fund is located, fund distributions, fee and expense characteristics, investment objectives, fund price information, fund family, and fund holdings. LEAG shows the main Bloomberg Underwriter Rankings menu. In addition to the M&A League Table Search, the function contains a Custom Search choice that lets you create your own league table based on specific, or combinations of specific, criteria. Search parameters can include security type, date of issuance, currency and country of issue, and industry group. You can also type UNDW to access the underwriter search directly. directly. LSRC lets you search the Bloomberg Professional service’s database of syndicated loans. You can also use LSRC to list all such loans, either chronologically chronologically or alphabetically. MA

is the Bloomberg M&A Analysis function. In addition to offering summary merger and acquisition news and data, the function can be used to search among completed and pending mergers and acquisitions.

MSCH accesses the Money Market Search function. MSCH can be used to create a search of commercial paper and money market programs. Like all of the search engines described here, the results of an MSCH search can be downloaded into PC applications for further analysis. NIM

is the fixed-income New Issue Monitor function. NIM lets you create up to 10 searches that will list the most recent new fixed-income issues based on specific security characteristics.

OWDF lets you search for warrants based on your particular criteria. In addition to warrant information, your search criteria can be based on underlying security characteristics. The Warrant Custom Report (WEM) function can be used to customize the output of an OWDF search. PSCH accesses the Preferred Search function. PSCH lets you define criteria that will generate a list of preferred securities. You can create up to 10 different sets of search criteria. QSRC allows you to search among world equity securities. The search criteria can be based on fundamental data, such as industry group and financial statement information, or on technical data, such as moving average measures. SRC

lets you set up a municipal bond search. You can search on such bond characteristics as issue size, bond rating, purpose of the bond’s proceeds, and type of municipal issue.

SRCH is the main fixed-income search function. The Convertible Security Search Setup and Display Defaults (CVDF) function allows you to set up display defaults for the results of a convertible bond search created with SRCH or a convertible preferred search created with PSCH. Y E L N R O H T


R I A L B

#

TNI

is the main News Search function on the Bloomberg Professional service. TNI lets you search from all news sources based on several available combinations of subjects, companies, people, and keywords. You can also narrow your news search by specifying specific sources or date ranges. And news searches can be saved and rerun from the TNI 2 screen. Shortcuts to TNI include the All News (NI) and Subject Specific Company News (TCNI) functions.


June 2003

< STRATEGIES >


Swaps SWPM

BBAM

BCCF

lets you create, value and update interest rate swaps and derivatives. You can also perform risk and horizon analyses for each leg of a swap or for the entire deal.

provides information on the London interbank offered rate from the British Bankers’ Association.

lets you create and value interest rate caps, floors and collars. You can also send them to other Bloomberg users.

NI SWAPS

displays the latest swaps market news headlines.

SWDF

lets you create customized default swap curves with up to four different rate contributors for many different currencies.

takes you to the World Swap Matrix function, which displays

FRD

a monitor of current and historical interest rate swap rates and spreads from around the world.

NI SWAPSCOL

CDSW

IRSB

IRSM

displays a menu of interest rate swap and derivative functions.


#

enables you to analyze forward rates for fair market curves, interest rate swap curves and government curves for three future dates.

NI DRV

displays the latest derivatives market news headlines.

SWPR

displays a menu of international interest rate swap monitors.

calculates spot and forward exchange rates for a pair of currencies you select.

FWCV

displays the latest headlines for the Swaps Focus Column. enables you to create, value and update credit default swaps for the issuer of a selected corporate bond.

ASW

calculates a bond’s swap spread to Libor based on pricing and swap rates that you set.

lets you set volatility curve defaults for use in interest-rateswap-analysis functions and save default settings for cap/floor/ collar securities.

displays a matrix of swap curve yield spreads b ased on a maturity ma turity range that you enter.

lets you value options on interest rate swaps based on parameters that you define.

WS

SWYV

IYCS

OVSW

displays the Swap Portfolio Report Set-up function, which enables you to value sw aps within your portfolio. You can create and save up to five report formats.

EDSF

monitors and calculates effective yields for synthetic synthetic forward rate agreements constructed from strips of Eurodollar futures contracts.

U SS SS W < Go Go >

monitors current U.S. dollar swap and swaption rates. Compiled by BILL FLANGO [email protected]


CHEAT SHEET

Tracking Equities EEB

PGEO

ECCG

displays the consensus estimates for a selected equity, along with the individual analyst estimates that make up the consensus.

displays data on the segmentation of a selected company’s fundamentals by product, brand and geographic location. location.

graphs option-implied volatility, credit default swap spreads and stock prices for a selected company.

ESCO

VBAR

IVAT

graphs seasonal price patterns of a selected s ecurity.

lets you rank securities according to criteria you specify.

displays volume-at-price data for a selected stock as histograms.

lets you analyze volume-attime patterns for a selected security.

MMAP

MOST

COMP

WEI

displays a market heat map that lets you compare sectors and regions by selected metrics such as price-earnings ratios.

displays the most-active stocks by volume or the day’s biggest gainers or decliners.

lets you compare the returns of a selected security with its benchmark index or industry group (if available), or with two other selected securities and indexes.

monitors major equity indexes from around the world.

SEAG

PV

lets you compare a selected company’s fundamentals with those of its peers. EQS

lets you screen for stocks that match criteria you specify.

EVTS

displays information on corporate events for a variety of companies. GF

displays up to four line graphs of price and fundamental data for a security.

HDS

displays a list of holders of a selected stock.

PVH

lets you chart the historical trend of a company’s key nancial metrics relative to its peer group, associated market index and specic companies within with in its its peer group group..

MGR

lets you graph historical corporate events for a selected company.

lets you graph up to eight securities as ratios of a base index to compare relative performance.

MGF

GPTR

lets you graph and compare trends in fundamental data for as many as four securities and indexes.

graphs historical insider transactions for a selected security.

GPCA

GR HS

lets you graph the historical price spread and price ratios of two selected securities for a specic period.

lets you graph historical price or yield ratios for two selected securities.

TRA

BETA

lets you calculate the total return for a selected equity over a specied period.

lets you analyze a selected stock’s beta, a measure of the change in its price relative to a change in the broader market.

SI

shows monthly short interest information for a selected U.S. or Canadian stock.

Compiled by SIMONE GORRINDO

PULL OUT AND SAVE JANUARY 2008 Press twice to send a question to the Bloomberg Analytics help desk.

October 2006

Cheat Sheet

Technical Analysis G

DMI

MACD

lets you create and maintain customized technical charts that highlight the trading pattern patternss of a selected security on an intraday or historical basis. The following technical studies are available via the Graph Worksheet function.

measures directional movement, the net price movement of a security over time.

graphs a moving average convergence/divergence indicator, which shows the relationship between a short-term trend and a longerterm trend.

GOC RSI

displays a historical relative strength index graph, which shows the ratio of up to down periods on a scale of 0–100 during a selected interval.

BOLL

graphs Bollinger Bands, which chart a selected moving average bounded above ab ove and below bel ow by a measure of volatility during a trailing period, typically the past 20 days.

provides a general overview chart of historical prices and trading pattern projections.

You can also access the preceding technical indicators by typing a security’s ticker, yellow market key, the mnemonic and .

BTST

EMTK

MF

enables you to calculate the amounts of money made or lost during a historical period by trading a selected se lected security sec urity based on signals sig nals from various var ious technical studies and on a buy-and-hold buy-andhold strategy. strateg y.

lets you search for tickers that track equity exchange– related data.

displays the largest weekly and monthly money flows into and out of stocks on various exchanges.

GEG

MKTP

displays a menu of sample graph worksheets.

divides the trading day into time intervals and charts the distribution of trading prices and volumes within those intervals.

EMI

enables you to monitor current equity market information, such as trading volume, for a selected country or region.

GM

displays a graph of block, nonblock or total money flows and historical prices for a selected stock or index.

GIPF

lets you analyze an intraday pointand-figure chart, which tracks supply and demand forces so you can identify support and resistance levels, trends and reversals. E V A S

✃

D N A P I N S

QSRC

lets you create and store a list of equity securities based on a set of criteria, including technical indicator data, that you select.

GPC

displays a candlestick graph with high, low, lo w, open and closing historical prices and moving averages for a selected security.



Bloomberg Cheat Sheets

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