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Learn basics of Bloomberg, access price data, economic stats, news, & more. Key navigation tips & how to get help included.
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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?
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
Keyboard Navigation • Unique to Bloomberg. • Key function identified by color. Yellow =Market Sector Green=Action Red=log on/off
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
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
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
What Can I Find? • Today’s Focus • Company (Equities and Bonds) • Financial Market Perspectives (Indices, Commodities, Currencies, Government securities, Economic statistics, etc.) • News
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>
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>
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>
Single Equity • Ticker <EQUITY> <GO> • INTC <EQUITY> <GO> 1)Today’s Markets 27) GIT Time Intervals 2)Company Information/Desc. 1) DES
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
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>
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>
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
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
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
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
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>
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.
Custom Bond Search • To screen for bonds <CORP> SRCH <GO> Enter your criteria: Coupon, Maturity, Price, Country, Currency, etc.
Market Perspectives An Overview of Global Financial and Economic Markets
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
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
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]
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
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
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>
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
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
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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