medium · Debt Capital Markets

What is 'Observation Shift' in a compounded SOFR calculation?

  1. A method where the weights (the number of days) in the compounding formula are based on the business days in the shifted 'observation' period.
  2. The practice of ignoring the SOFR fixing on the last Friday of every month.
  3. A shift in the 'yield-to-maturity' caused by a change in the Modified Duration of the bond.
  4. A manual adjustment made by the syndicate desk to ensure the 'New Issue Concession' remains attractive.

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