INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY [email protected].
-
Upload
alberta-lane -
Category
Documents
-
view
229 -
download
2
Transcript of INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY [email protected].
![Page 1: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/1.jpg)
INTR
O TO
BLOOMBER
G
A L I E V I SS E RC . B . ” B U D ” J O H N S T O N L I B R A RY
B U S L I B @ I V E Y. U W O . C A
![Page 2: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/2.jpg)
LIBRARY SERVICES• www.lib.uwo.ca/business/ • Reference help• Chat or text us!• Find Answers Quickly• Bloomberg cheat sheets and help
guides• We are here to support you!
![Page 3: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/3.jpg)
WHAT IS BLOOMBERG?• Stand alone (not
online) financial and economic database• Thousands of real
time and historical price data sets• 320,000 global
subscribers
![Page 4: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/4.jpg)
WHERE IS BLOOMBERG?
• 8 Bloombergs are available in library
• Book each for 1 hour at a time
• Create your own Bloomberg account
• Excel add-in
![Page 5: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/5.jpg)
WHAT’S AVAILABLE?• 360+ global
exchanges• 15,000 global
indices• 24,000 global
companies• 1 million profiles of
business leaders• 5 million data
points
![Page 6: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/6.jpg)
BLOOMBERG KEYBOARDGreen = action Yellow = market
sector
Red = stop
![Page 7: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/7.jpg)
KEYBOARD BREAKDOWN• GOVT – Government issued securities• CORP – Corporate bonds• M-MKT – Money market securities• MUNI – Municipal bonds• PFD – Preferred stocks• EQUITY – Stocks, options, mutual funds• CMDTY – Commodities, futures, options• INDEX – Equity indices and economic indices• CRNCY – Foreign currencies, spots, futures
![Page 8: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/8.jpg)
HELPFUL KEYS• GO/ENTER – Activates your commands• MENU – Returns you to the previous
page• PAGE UP/PAGE DOWN – Navigate
between pages• HELP – Get help and information for the
page you are on – or email the help desk• GRAB <GO> – Type this to send any page
you are on to yourself an image
![Page 9: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/9.jpg)
BLOOMBERG PNEUMONICS/CODES
• The fastest way to find data is to use a Bloomberg pneumonic/code
• Bloomberg has thousands of codes – try to record those most relevant to you
• E.g. EURCAD CRNCY will bring you to the spot exchange rate for the Euro versus the Canadian dollar
• If you can’t remember your codes, simply type in what you need and Bloomberg will offer suggestions
![Page 10: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/10.jpg)
Code/Ticker
Current Screen
Date + Frequency
Data can beexported into Excel
![Page 11: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/11.jpg)
INTRODUCTION TO FOREX ON BLOOMBERG
http://youtu.be/3s29RW3aXTo
![Page 12: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/12.jpg)
FOREIGN EXCHANGE• FXIP – Information portal• FRD – Forward rates calculator• FXC – Currency rates matrix• FXFA – Relationships between spot,
forward and interest rates• FXTF – FX ticker finder – spot, forwards,
volatility• WS – World swap rates• WCV – World currency values
![Page 13: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/13.jpg)
INTEREST RATES• ECST – World economic statistics
including national accounts and financial indicators
• IRSB – Interest rate swap rates• IRSF – Interest rate swap forwards• WIRP – World interest rate
probability• WIR – World interest rate futures
![Page 14: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/14.jpg)
FIXED INCOME TRADING• CTB – Canadian
Treasury Bills• FIT – Fixed income
trading for US rates and global sovereign debt
• SRCH – Fixed Income search builder
![Page 15: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/15.jpg)
EXCEL ADD-IN
• Extracting large data sets• Load multiple securities• Import Bloomberg tickers, CUSIP, ISIN and
retrieve data seamlessly
![Page 16: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/16.jpg)
EXCEL ADD-IN
Next, you will choose your Time Frame and Frequency
![Page 17: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/17.jpg)
BLOOMBERG ESSENTIALS4 Core Videos + 4 Exams
At least 1 Market Sector Video + 1 Exam
Must have 75% on Market Sector exam to be certified
Time: 95-129 minutes
![Page 18: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.](https://reader036.fdocuments.in/reader036/viewer/2022062407/56649d355503460f94a0cf67/html5/thumbnails/18.jpg)
YOUR TURN Let’s go to the library and try out some Bloomberg examples