Securities

Bond

A bond is a fixed-income debt security where the issuer owes the holder a debt and pays interest (coupon) plus principal at maturity.

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Exam Tip

Inverse relationship: Interest rates UP = Bond prices DOWN

What is a Bond?

A bond is essentially an IOU. When you buy a bond, you're lending money to the issuer (government, corporation, or municipality) in exchange for regular interest payments and the return of principal at maturity.

Key Bond Terms

TermDefinition
Par Value (Face Value)Amount paid at maturity (usually $1,000)
Coupon RateAnnual interest rate based on par value
Maturity DateWhen principal is repaid
YieldActual return based on purchase price

Types of Bonds

  1. Corporate Bonds - Issued by companies
  2. Municipal Bonds - Issued by state/local governments (often tax-exempt)
  3. Treasury Bonds - Issued by U.S. government
  4. Agency Bonds - Issued by government-sponsored entities

Bond Price and Interest Rate Relationship

Bond prices and interest rates move in opposite directions. When rates rise, bond prices fall. When rates fall, bond prices rise.

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