Bloomberg Tips/Hacks/Recs
For those who have used the platform for a very long time…what are some of the most helpful features you guys use? This would be for a research role at a credit shop. I’m looking for Launchpad recommendations (or anything else)
Ask your coverage for factor watchlists/monitors. They usually keep good ones. Otherwise <Help><Help> gets you almost everything you'd ever need.
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<POSH> to see luxury goods / watches / cars etc for sale. Easy way to make lowball offers to those about to lose their job and be a liquidity / capital solutions provider.
There is a function/shortcut on the terminal that will ask you your job/role eg: IBD/ER/PM and then give you a list of the most used functions by those roles. I think that is a great starting point.
For my modeling work, I would regularly use EEO and while preparing decks DS to get some industry numbers.
Well, coming from an equity research guy who dabbles in credit (speaking mostly of corporates):
FW (I think thats what it is? Anyways its called "fixed income worksheet" - use it to plot out coverage and see where issuers are trading and regression curves and a bunch of other stuff, helps to see where everyone is rel val wise), FICM (fixed income credit monitor; see where everything has been trading recently and recent spread moves across all IG or HY etc.), CRVD (more curve stuff), DRSK (default risk/ CDS), YAS (yield calcs - obvious one and probably the most important and most used), TRA (total return analysis; use it for curve shifts and to see return expectations), GC (graph yo credit curves and see spreads - I prob pull up the treasury actives w/TIPS everyday just for a macro datapoint).
For a credit launchpad I would put ALLQ, YAS, a chart with historical price and spread, news flow, whatever FA fundamentals you need, a peer comps list with spreads, and a custom FW or something else, so that when you drop a CUSIP and issuer in you get all that of populating immediately. I have something like this saved.
That covers about most of it I think. I think everything else is typical fundamental analysis stuff? Would be interesting to hear what true credit guys use outside of these main functions. I am probably missing a ton since I don't really know what real credit guys are doing. Might want a different launchpad for just markets overview with more treasury/rates monitors and other securitized credit stuff
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