- CFA Exams
- CFA Level I Exam
- Topic 6. Fixed Income
- Learning Module 28. Valuation and Analysis of Bonds with Embedded Options
- Subject 4. Option-Adjusted Spread
CFA Practice Question
Which of the following statements is correct?
B. The Z-spread is the same as the nominal spread when the spot rate curve is flat.
C. The Z-spread is lower than the nominal spread when the spot rate curve is upward sloping.
A. The Z-spread is greater than the nominal spread when the spot rate curve is downward sloping.
B. The Z-spread is the same as the nominal spread when the spot rate curve is flat.
C. The Z-spread is lower than the nominal spread when the spot rate curve is upward sloping.
Correct Answer: B
If the spot rate curve is downward sloping, the nominal spread will be greater than the Z-spread. If the spot rate curve is upward sloping, the nominal spread will be less than the Z-spread. If the spot rate curve is flat, the nominal spread will be equal to the Z-spread.
User Contributed Comments 11
User | Comment |
---|---|
synner | in other words, spot rate curve is downward sloping, Z spread < nominal spread, and when spot rate curve is upward sloping, Z spread>nominal |
danlan2 | Remember this: upward, nominal spread |
faya | how i remember: z-spread exaggerates the spot rate curve. If spot curves upward, z-spread is higher. If spot curves downwards, z-spread is lower. |
jwebbs | yea faya's way is the easiest to remember it |
Fingon | Thanks for putting it in layman's terms, faya. |
fanfanli | Alternatively, remember the Z-Spread tracks the yield curve and will reflect its movements. Whereas the Nominal assumes one constant rate throughout. |
tabulator | fanfanli nailed it... BEST metaphor! |
antihead | who is supposed to remember all that? |
johntan1979 | Sounds silly but I remember it through the alphabets... from N down to Z, N comes first, so greater than Z. |
MohitSeth1976 | Alphabatical order A-z downward moving so N is bigger then z. Z-A upward moving so z is bigger then N.(easy to remember. |
ashish100 | I have decided Faya gets first prize Everyone else gets last |