AAA Rated: Unscrambling the Bond Market

Disclaimer

BRASS Program, ALA Annual Conference, July 8, 1996


Bibliography

Bond Guides | Ratings Handbooks | Ratings Analysis | Ratings News
Statistical Sources | Handbooks | Texts | Magazines
Associations | Rating Agencies | Additional Web Sites



BOND GUIDES

ISMA Manual
Annual with suppl., International Securities Market Assoc.
Comprehensive directory of Eurobond issues.

Moody's Manuals
Annual with suppl., Moody's
Convenient source of bond descriptions for major corporate and government issuers.

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RATINGS HANDBOOKS

Moody's Bond Record
Monthly, Moody's
Lists of Moody's rated issues arranged by type.

Rating Guide
Monthly, Duff & Phelps
A11 ratings, US and international, plus Ratings Watch

Annual Bond Record
Annual, Moody's
Guide to the entire year's corporate and municipal ratings activity. Lists matured and redeemed issues.

S & P Ratings Handbook
Monthly, Standard & Poor's
Short and long-term debt ratings plus the outlook for all current issues.

Fitch Ratings
Monthly, Fitch
Lists all Fitch ratings

Municipal Ratings Handbook
Monthly, Standard & Poor's
Complete guide to all S&P rated muni issues.

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RATINGS ANALYSIS

Credit Analysis Reference Disc
Monthly, Standard & Poor's
CD-ROM system with both issuer and issue ratings. Also analysis and historical news releases.

Global Sector Review
June to October in 5 volumes, Standard & Poor's
Analysis of industry sectors with the outlook for all S&P rated issuers. Ratios and statistics in Creditstats.

Corporate Credit Reports
Frequency varies, Moody's
Series of in-depth reports organized by industry: Insurance, Industrials, Utilities, Banks and Sovereigns.

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RATINGS NEWS

Credit Perspectives
Weekly, Moody's
Summaries of new ratings plus economic news.

CreditWeek Municipal
Weekly, Standard & Poor's
Public finance ratings and industry trends. Features S&P/DRI regional forecasts.

Credit Decisions
Weekly, Duff & Phelps
Trends, news, and reviews of rated companies.

CreditWeek
Weekly, Standard & Poor's
New credit reviews for corporate and municipal issues. Feature articles. Now covers global markets.

High Yield Directions
Monthly, Standard & Poor's
News, ratings and outlook for high yield and preferred stock issues.

Fitch Insights
Weekly, Fitch
All ratings actions, comments and FitchAlert for corporates and municipals. Available by fax or E-mail.

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STATISTICAL SOURCES

Bond BuyerYearbook
Annual. The Bond Buver
Recaps the year in the bond markets with additional historical tables.

Handbook of U.S. Government and Federal Agency Securities and Related Money Market Instruments
Irregular, The First Boston Corporation
"The Pink Book" of government securities statistics.

The Fixed Income Almanac
Livingston G. Douglas, Probus, 1993
Historical data on the bond markets, yield spreads, bond issuance and more.

Chase Investment Performance Digest
Annual, Chase Global Data and Research
Includes performance statistics for fixed income markets and indices

Historical U.S. Treasury Yield Curves
Thomas Colemena, Lawrence Fisher and Robert Ibbotson. Ibbotson Associates,1995
Interest rate data covers 1925 to 1994.

Securities Industry Factbook
Annual, Securities Industry Association
Data on U.S. capital markets activity.

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HANDBOOKS

The Handbook of Municipal Bonds and Public Finance.
Robert Lamb, et al. New York Institute of Finance, 1993
Covers all aspects of the muni markets for professionals.

The Handbook of Fixed Income Securities.
Frank Fabozzi and T. Dessa Fabozzi. Irwin, 4th ed., 1994
Covers bonds, bond valuation and portfolio management.

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TEXTS

Bond Markets, Analysis and Strategies
Frank J. Fabozzi, New York Institute of Finance, 1996
Fabozzi's latest on bond analytics.

How Municipal Bonds Work
Robert A. Zipf, New York Institute of Finance, 1995
All about municipal bonds, including bond math.

How the Bond Market Works
Robert A. Zipf, New York Institute of Finance, 1996
Basic guide to bond instruments and the bond markets.

Inside the Yield Book
Sidney Homer and Martin L. Liebowitz, Prentice Hall and the New York Institute of Finance, 1972.
The classic text on bond investment and the mathematics of portfolio management

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MAGAZINES

Bond Buyer
Daily, American Banker-Bond Buyer
Newspaper of the municipal bond markets.

IDD-lnvestment Dealers' Digest
Weekly, Investment Dealers' Digest
Essential reading for securities industry professionals and investment bankers. http://nestegg.iddis.com/idd/

International Bond Investor
Quarterly, Euromoney
Features articles on new instruments and key players in the international fixed income markets.

IFR
Weekly, IFR
News on the global capital markets with a focus on details of new issues.

BondWeek
Weekly, Institutional Investor
News for bond market professionals.

Journal of Fixed Income
Quarterly, Institutional Investor
For academic research on the bond markets.

Securities Industry Trends
Irregular, Securities Industry Association
Features SIA statistics on the stock and bond markets.

Euroweek
Weekly, Euromoney
Newsletter covering international capital markets.

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ASSOCIATIONS

Public Securities Association
40 Broad Street, New York, N.Y. 10004
212-809-7000
http://www.psa.com/

Securities Industry Association
120 Broadway, New York, N.Y. 10271
212-608-1500
http://www.sia.com/

Government Finance Officers Association
180 North Michigan Ave., Chicago, IL 60601
312-977-9700
http://www.financenet.gov/gfoa.htm

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RATING AGENCIES

Duff & Phelps Credit Rating Company
55 East Monroe Street, Chicago, II. 60603
312-368-3100

Fitch Investors Service, L.P.
One State Street Plaza, New York, N.Y. 1004
1-800-75-FITCH
http://www.fitchinv.com/

Standard & Poor's Corporation
25 Broadway, New York, N.Y. 10004
212-208-8000
http://www.ratings.standardpoor.com/

IBCA Inc.
420 Lexington Avenue, New York, N.Y. 10170
212-687-1507

Moody's Investor Service, Inc.
99 Church Street, New York, N.Y. 1007
212-553-1653

Thomson Bankwatch, Inc.
2 World Trade Center, New York. N.Y. 10048
212-323-8300

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ADDITIONAL WEB SITES

The Municipal Resource Center
R.R. Donnelly Financial
http://www.municiapal.com/
Official statements, financial data, marketing materials and links to state municipal agencies.

The Blue List
Standard & Poor's
http://www.bluelist.com/
Search for corporate or municipal bond descriptions.

FDIC Library: Bank Rating & Analysis Services
http: //www.fdic.gov/fdicrate.html
The FDIC's guide to bank rating agencies.

Bonds Online
21st Century Municipals Inc.
http://www.bonds-online.com/
For the private investor. Look for brokers by state. Consult Moody's and Fitch ratings.

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bulletAAA Rated: Unscrambling the Bond Market
BRASS Program, ALA Annual Conference, July 8, 1996



Disclaimer: This publication has been placed on the web for the convenience of BRASS members. Information and links will not be updated. Posted 8 April 1997.