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BLOOMBERG 101

BLOOMBERG 101. Introduction. What is Bloomberg? Current and Historical Price Data Economic Statistics Financial, Political, and Business News Bloomberg Basics ABCs of how to use. Topics. How to get started Unique keyboard navigation Where do I get help? What can I find?.

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BLOOMBERG 101

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  1. BLOOMBERG 101

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

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

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

  5. Keyboard Navigation • Unique to Bloomberg. • Key function identified by color. Yellow =Market Sector Green=Action Red=log on/off

  6. KEY FUNCTIONS • GREEN Action Keys • GO Activates all commands • MENU Return to previous menu • PAGE UP/PAGE DOWN Navigate between pages • HELP From whatever screen you are on • Type: GRAB <GO> E-mail your graph or chart • Type: LAST <GO> Your command history

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

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

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

  10. Ways To Get Help • Bloomberg Help:8BU <GO> Example: Type betain the search box <GO> • Bloomberg Search: SEAR <GO> • Type a word at the blue cursor in the upper left <HELP> • Sector Help: SECTOR KEY <GO> then <HELP> <CMDTY><GO> then <HELP> Go further within the sector menu and press<HELP> • E-mail the Bloomberg Help Desk: Press <HELP><HELP> and type your question For a response MSG <GO> or HDSK <GO>

  11. Equities

  12. Equities – Today’s Markets Main Equities Menu <EQUITY> <GO> 2) Current Markets/Monitors 1) Most Active Up/Down <MOST> <GO> 10) World Equity Indices <WEI> <GO>

  13. Equities – Finding Ticker Symbols <EQUITY> <GO> 1) Finding and Creating Securities 1)Ticker Symbol Look Up • Type company name at cursor and press <HELP> • SEAR<GO> [Companies, Govts, Orgs] and enter company name • For related equities on other exchanges TICKER <EQUITY> REQ<GO> IBM <EQUITY> REQ<GO>

  14. Single Equity • Ticker <EQUITY> <GO> • INTC <EQUITY> <GO> 1)Today’s Markets 27) GIT Time Intervals 2)Company Information/Desc. 1) DES

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

  16. Single Equity – Insider Trading • Insider Filings History INTC <EQUITY> CN WSA<GO> • Insider Transactions INTC <EQUITY> GPTR<GO> • Insider Trading Brief Synopsis INTC <EQUITY> DES4 <GO> --------------- All Stocks – Insider Trading: Insiders Monitor INSD <GO>

  17. Single Equity – Options Monitor INTC <EQUITY> OMON <GO> • Call option - Example: INTC OCT 05 20.00 NQ+JD Left click on the option, and click DES. The info appears on the second screen. • Historical options - Click on the specific option you want and type: HP <GO>

  18. Compare an Equity to an Index Intel compared to 2 major indexes INTC <EQUITY> COMP <GO> Compare an Equity to an Equity FDX <EQUITY> UPS <EQUITY><GO> Equity Comparative Analysis

  19. Equities Bloomberg M&A Analysis MA <GO> • Mergers and Acquisitions Search • M&A League Table Search • Mergers and Acquisitions Statistics • Mergers and Acquisitions News • Top Stories Corporate Finance

  20. Equities • Earnings Analysis BBEA <GO> 9) United States 1) All Earnings 2) Positive Surprises 3) Negative Surprises -------------- Quarterly Company & Industry Analysis 21) Industry Rankings: Net Income

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

  22. Bonds

  23. Bonds • Main Bond Menu <CORP> <GO> 1) Finding and Creating Securities 4) FAS Finding a Security • Specific Issuer IBM <CORP><GO> • Specific Bond {Ticker} {Coupon} {Maturity}<CORP><GO> IBM 7.00 10/30/25 <CORP> <GO>

  24. Bonds IBM <CORP> • DES <GO> Description of bond • CRPR <GO>Current & historical debt ratings • HP <GO> Historical price and yield • YTC <GO> Yield to call analysis • YAS <GO> Yield spread analysis • TRA <GO> Total return analysis ------------- • RATD <GO> Rating scales and definitions for Moody’s, S&P, etc.

  25. Custom Bond Search • To screen for bonds <CORP> SRCH <GO> Enter your criteria: Coupon, Maturity, Price, Country, Currency, etc.

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

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

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

  29. Market Perspectives – Financial Sector World Equity Market Indexes Intra-day changes and historical prices Example: • WEI <GO> • Choose S&P 500 • Choose Historical Prices • Choose HP • Change date ---------------- Find the companies in the S&P 500 Index from 1990-present SPX<INDEX>DES<GO> Choose 5) MEMB [Click on EDIT and change the date]

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

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

  32. Market Perspectives Currencies <CRNCY> <GO> 2) Current Markets/Monitors 7) Currency Rates or <CRNCY> WCR <GO> 6) World Exchange Rates by Region or <CRNCY> TKC <GO> 1) Major Currencies 9) World Currency Value or <CRNCY> WCV <GO>

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

  34. News

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

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

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