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

18
INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY [email protected]

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.

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.

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.

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.

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.

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.

BLOOMBERG KEYBOARDGreen = action Yellow = market

sector

Red = stop

Page 7: INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA.

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

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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.

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.

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.

INTRODUCTION TO FOREX ON BLOOMBERG

http://youtu.be/3s29RW3aXTo

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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

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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.

FIXED INCOME TRADING• CTB – Canadian

Treasury Bills• FIT – Fixed income

trading for US rates and global sovereign debt

• SRCH – Fixed Income search builder

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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.

EXCEL ADD-IN

Next, you will choose your Time Frame and Frequency

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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

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