Yield and Yield Spread Measures for Floating-Rate Instruments

Free CFA Level I lesson in Fixed Income. 11 min read, ~1,639 words.

FRN coupon = reference rate + quoted margin (QM), reset each period; the quoted margin is fixed at issuance. Required margin (discount margin, DM) is the spread the market demands now; price moves only with DM versus QM, never with the reference rate. DM = QM → par; DM QM...

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