Pricing, Yield Measures, and Term Structure

How Level I tests bond pricing, yield measures, spread conventions, and spot-par-forward curve logic.

Level I bond valuation is not just a calculator exercise. The hard part is often choosing the right pricing or yield framework before doing any arithmetic.

Why This Lesson Matters

Candidates usually miss these questions for one of four reasons:

  • they price the bond with the wrong timing assumption
  • they compare yield measures that answer different questions
  • they mix spread language with rate language
  • they confuse spot, par, and forward curves

The stronger reader asks what the question is really measuring before calculating anything.

Bond Price Is Present Value Of Cash Flows

For a plain fixed-rate bond priced on a coupon date:

$$ P = \sum_{t=1}^{n} \frac{C}{(1+y)^t} + \frac{M}{(1+y)^n} $$

where (C) is the coupon payment, (M) is maturity value, and (y) is yield per period.

The economic point matters more than the notation: bond price rises when the required yield falls because the same promised cash flows are discounted less heavily.

Price Relationships Are The First Sanity Check

Bond conditionRelationship you should knowWhat the exam is testing
Coupon rate = yield to maturityBond trades at parWhether you recognize the par condition quickly
Coupon rate > yield to maturityBond trades at a premiumWhether you know why higher coupons become more valuable when market rates are lower
Coupon rate < yield to maturityBond trades at a discountWhether you can classify the bond before calculating
Longer maturity, same coupon and yield changeGreater price sensitivityWhether you understand timing risk, not just bond labels

This is why rough directional reasoning is so important. It catches bad answer choices before the full calculation.

Yield Measures Are Not Interchangeable

MeasureWhat it is good forCommon Level I trap
Yield to maturityOne internal-rate-of-return summary for the full promised cash-flow streamTreating it as if realized return is guaranteed regardless of reinvestment and sale assumptions
Current yieldCoupon income relative to current priceConfusing income yield with total return
Money market yieldConventional annualized yield for short-term instrumentsComparing it directly to bond-equivalent measures without checking the convention
Yield spreadExtra yield over a benchmarkForgetting that the benchmark choice matters

The exam often gives multiple quoted yields and asks which one actually answers the question being asked.

Floating-Rate And Money Market Instruments Use Different Conventions

Floating-rate instruments are usually read through a reference rate plus a quoted spread. Money market instruments are often quoted with annualization rules that do not match standard bond-yield conventions. Level I does not want you to memorize every market custom in isolation. It wants you to notice that short-term instruments and floating-rate notes can require different yield language than fixed-rate bonds.

Spot, Par, And Forward Curves Do Different Jobs

CurveWhat it representsWhy it matters
Spot curveDiscount rate for a single cash flow at each maturityBest for discounting each bond cash flow directly
Par curveCoupon rates that price par bonds across maturitiesUseful for reading the market’s par borrowing rate structure
Forward curveRates implied for future periodsUseful for linking maturities and no-arbitrage relationships

The classic forward-rate link is:

$$ (1+s_2)^2 = (1+s_1)(1+f_{1,1}) $$

The equation matters because it ties together two ways to invest across time. If those paths implied different risk-adjusted results, arbitrage would exist.

How CFA-Style Questions Usually Test This

  • by asking whether a bond should trade at par, premium, or discount before the full calculation
  • by giving you a quoted yield that does not answer the stated question
  • by mixing spread and rate language in one short problem
  • by asking for a forward rate implied by spot rates or the price of a bond using spot rates

Mini-Case

A bond has a coupon rate below current required yield. One answer choice says the bond should trade at a premium because its cash flows are fixed. That answer sounds plausible only if you ignore the pricing relationship. A stronger reader immediately knows the bond should trade at a discount, then checks whether the calculation supports that direction.

That is typical Level I design: first classify, then calculate.

Common Traps

  • comparing current yield with yield to maturity as if they measure the same thing
  • forgetting that yield to maturity assumes reinvestment at the same yield
  • discounting all cash flows at one spot rate instead of matching maturity-specific spot rates
  • treating an implied forward rate as a certain future realized short rate

Sample CFA-Style Question

An analyst says a bond is attractive because its current yield exceeds its yield to maturity. What is the strongest response?

Best answer: That statement alone is not enough, because current yield considers coupon income relative to price but does not capture the full time-value effect of price convergence to maturity.

Why: Level I often tests whether you know which yield measure is too narrow for the full valuation problem.

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