INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY [email protected].
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Transcript of INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY [email protected].
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