INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.

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Transcript of INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.

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

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!

WHAT IS BLOOMBERG?• Stand alone (not

online) financial and economic database• Thousands of real

time and historical price data sets• 320,000 global

subscribers

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

WHAT’S AVAILABLE?• 360+ global

exchanges• 15,000 global

indices• 24,000 global

companies• 1 million profiles of

business leaders• 5 million data

points

BLOOMBERG KEYBOARDGreen = action Yellow = market

sector

Red = stop

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

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

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

Code/Ticker

Current Screen

Date + Frequency

Data can beexported into Excel

INTRODUCTION TO FOREX ON BLOOMBERG

http://youtu.be/3s29RW3aXTo

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

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

FIXED INCOME TRADING• CTB – Canadian

Treasury Bills• FIT – Fixed income

trading for US rates and global sovereign debt

• SRCH – Fixed Income search builder

EXCEL ADD-IN

• Extracting large data sets• Load multiple securities• Import Bloomberg tickers, CUSIP, ISIN and

retrieve data seamlessly

EXCEL ADD-IN

Next, you will choose your Time Frame and Frequency

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

YOUR TURN Let’s go to the library and try out some Bloomberg examples